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Fifth Third Securities Annual Education Summit

JW Marriott Camelback Inn & Spa 5402 E Lincoln Dr, Scottsdale
Event Description: Orion is proud to support the 2022 Fifth Third Securities Annual Education Summit in Scottsdale as an exhibiting sponsor. Throughout the Summit, we will be sharing exciting updates to Brinker Capital Investments and highlighting our Multi-Asset Class Investment Solutions, our Advisor-Focused Technology Solutions, and our Continuous High-Touch Service.  

2022 W Forum

JW Marriott Austin 110 East 2nd Street, Austin
Event Description:  Orion is proud to support the 2022 W Forum in Austin as an exhibiting sponsor. Each year, Advisor Group organizes the W Forum, focusing on supporting women financial professionals. Featuring intriguing speakers, valuable educational sessions and a myriad of networking opportunities, the W Forum event is a great opportunity to learn from industry experts and exchange ideas with Partners and peers.

Equitable Advisors Investment Practice Forum

The Marriott Mission Valley 8757 Rio San Diego Dr, San Diego
Event Description: Orion is proud to be an ongoing supporter of the Equitable Advisors Investment Practice Forum as both an exhibiting sponsor and a content provider. On February 10, Dr. Daniel Crosby will be on the main stage to share insights on The Advisor’s Greatest Value.

Portfolio Recipes: The Global Multi-Asset Income Portfolio

Event Description: February’s Portfolio Recipes features two investment strategists with long-standing records in managing multi-asset income strategies. Ingredients will consist of the powerful brand of BlackRock with its actively-managed, global multi-asset income approach utilizing ETFs along with the investment boutique firm, Brinker Capital’s, dynamically-managed, global multi-asset income approach using carefully vetted investment managers and strategies.
On Demand

Capturing High Net Worth Opportunities with Brinker Capital Wealth Advisory

Event Description: Join Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory for Brinker Capital Investments, alongside Carrie L. Hall, CLU, CFP of Carrie Hall, and Associates to hear how you can begin to capture high-net-worth opportunities with Brinker Capital Wealth Advisory. Now, you can differentiate your practice and serve the specialized needs of high-net-worth individuals, families, and institutions, by partnering with the right people and delivering the right solutions. Brinker Capital, an ORION Company, is now offering Wealth Advisory to advisors on the ORION wealth management platform. This unique service is designed to help you offer your clients a personalized wealth experience through our three-tiered process. 1) Discover how tailored wealth management and outstanding service can help you attract and retain clients 2) Design customized wealth solutions to meet your high-net-worth clients’ unique needs 3) Deliver better outcomes through experienced, objective investment management, personalized offerings, and exceptional service
On Demand

Cutting Through the Jargon: Helping Your Clients Understand Important Economic Terms

Event Description: Your clients likely watch the news and hear terms such as GDP, inflation, indicators, and more. In the daily news, these terms can be misused or wrongly interpreted giving your clients an inaccurate understanding of the economy and its effects on their finances. This webinar will share how you can explain these financial terms in a way that makes sense to your clients. Tim Holland, CFA, Chief Investment Officer at Orion, will do a deep dive into explaining these terms and why they are important to your clients and their portfolios. Setting this baseline knowledge for your clients will not only improve your relationship and communication with them, but also help your clients to have a better understanding and response to economic events such as downturns and volatility.
On Demand

Park Avenue’s Investment Specialist Workshop

Grand Hyatt Buckhead Atanta
Event Description: Orion will be attending Park Avenue’s Investment Specialist Workshop as an exhibiting sponsor in Atlanta, Georgia March 8-11.

MassMutual Academy Virtual Event

Event Description: Orion is proud to support the MassMutual Academy virtual event as both a sponsor and a content provider. Amy Magnotta, Head of Discretionary Portfolios will be presenting on Brinker Destinations on Tuesday, March 29th at 10:00am EST and Orion’s booth will be a part of MML’s virtual Product Fair.

2022 National Leaders Forum

Loews Miami Beach Resort 1601 Collins Ave, Miami Beach
Event Description: Orion is a proud sponsor of Equitable’s 2022 National Leaders Forum and will be participating as both an exhibitor and content provider. Tim Holland, Chief Investment Officer, is on the agenda to give a timely and insightful “Economic and Political Update” on Tuesday, April 26th.

Cambridge Signature Club

The Westin Kierland Resort & Spa 6902 East Green Way Parkway, Scottsdale
Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.

LPL Investment Symposium for Equitable Advisors

Grand Hyatt Nashville Nashville
Event Description: Orion is proud to support and attend the LPL Investment Symposium in Nashville as both an exhibiting sponsor and content provider. The Investment Symposium is an elite event offered exclusively to the most successful Equitable Advisors’ financial professionals achieving outstanding LPL Financial advisory sales in 2021.

FA Magazine Invest in Women

Loews Hotel Atlanta Atlanta
Event Description: Orion is excited to support the FA Magazine Invest in Women conference as both an exhibiting sponsor and content provider. Our team will be on site to meet with conference attendees throughout the conference, and Lara Coviello, Vice President, Senior Portfolio Manager, Brinker Capital Investments will be participating on the event's Behavioral Finance panel discussion on June 22.