Cls's The Weighing Machine

This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base.Key Takeaways[04:26] - Bill has been in the Northstar family of companies since 1994. Learn more about how his career has evolved and why he has wanted to stick with this company for 30 years?[06:43] - What does Bill’s title mean exactly, and what does his position look like on a day-to-day basis?[08:17] - Orion is such a multifaceted company, but how might Bill try to describe what we do in a nutshell?[10:15] - How does Custom Indexing work for those who aren’t familiar?[12:21] - What are some of the most popular use cases for Custom Indexing that Bill is seeing right now?[14:06] - How does Orion set itself apart from their competition in this space?[16:20] - What are some of the big trends that Bill has noti