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Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

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Blue Vault Bowman Summit 2021

Event Description: Blue Vault provides its subscribers with the factual performance metrics, from beginning to end, needed to make better-informed decisions concerning non traded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings.
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Putting the MEGA in BlackRock’s iShares Megatrends: Introducing the Orion Portfolio Solutions

Event Description: JOIN ORION AND BLACKROCK FOR A LIVE WEBINAR ON MEGATRENDS! Learn more about Orion Portfolio Solutions’ new thematic strategy designed to be the MEGA of megatrends: The Orion Portfolio Solutions Megatrends Model Portfolio. 1) Position your clients to capitalize on several different and significant areas of influence shaping the future of our global economy and society - all in one investment solution. 2) Deliver a Megatrend ETF strategy with an added risk management overlay serving to align portfolio risk with the overall global equity market.
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Riskalyze Fearless RIA Roundtable

Event Description: This is a broad-based virtual event, including speakers from large custodian firm executives, to large RIA entrepreneurs, to wealth tech leaders, to trade journalists.
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Barron’s Independent Summit

Events Description: Barron’s Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors
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IN Fintech

Event Description: Fintech Virtual Summit is designed for RIAs and for future-minded advisers looking to connect with their peers and to evaluate the latest technology innovations for the financial advice industry.
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An Integration Designed With Seamless Navigation to Boost Advisor Productivity

Event Description: Join Eddie Sempek, SVP Strategic Relationships at Orion and Christina Townsend, Head of Relationship Management, Platform Strategy & Consulting with BNY Mellon | Pershing as they discuss the exciting new expansion of the Orion + BNY Mellon | Pershing integration. Get a glimpse into the new collaboration and how integration between these two powerful platforms can help you gain greater efficiency and focus more time delivering even greater value to clients. You’ll learn more about valuable features including 1) Bi-directional single-sign-on that allows for seamless navigation between NetX360® and Orion Connect. 2) Easier access to key account information and specific account records like balances and positions with key workflows. 3) Streamlined views for both advisors and investors to access Pershing documents such as statements and confirms directly within Orion’s Client Portal.
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Behavioral Alpha: An Advisor’s Greatest Value

Event Description: No relationship is more meaningful than between an advisor and client. You’re often the first person they contact with major questions, life events, and plans. Clients look to advisors for meaningful (and consequential) advice. Are you making the most of this relationship? Join Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions for a discussion on the value financial advisors bring to the wealth management process. You will leave with tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way—strengthening the advisor-client relationship through conversations centered around outcomes.
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Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!
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March 2021 Product Release Webinar

Events Description: Orion’s product team will be on deck to explain and demo the software updates being released this month. Take advantage of this time to get your questions and comments addressed by our team!
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Making the Break: Orion’s Breakaway Bootcamp

Event Description: Your Independence Day Is Here! Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break Bootcamp for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.
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When Women Lead

Event Description: History has taught us that when powerful women take on leadership roles, change happens — and we see that truth in action every day here at Orion. So we’re dedicating a forum to our female leaders: the challenges they’ve faced, the valuable insights they’ve harvested, and the myriad ways they’ve leveraged their strengths into successes, both personal and professional. Today’s trailblazers hold the torch for tomorrow’s revolutionaries — don’t miss your chance to be one of them. Join us for our inaugural women’s leadership conference, When Women Lead.  More information coming soon!
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TeamUp For Teammates

Event Description: The running event is a 5K/2 Mile Walk/Kid’s Chase to benefit the TeamMates Mentoring Program. 8:00 AM CT (5K followed by 2 miles walk and kids chase). More information coming soon!
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