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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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Investment Center National Education Conference

Events Description: This year at the Investment Center's National Education Conference, Dr. Daniel Crosby will give his presentation, Behavioral Alpha: An Advisor's Greatest Value. Check out the event website to learn more.
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Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing

Event Description: Thematic investing strategies are taking the investment world by storm, growing rapidly, and raising assets—and for good reason. These strategies, based on world-changing themes like disruptive tech, climate change, and demographics, offer tremendous value to advisors and investors alike. Perhaps most importantly, they help advisors create Inspirational Alpha: stories that resonate with investors, stimulate them, and give them the opportunity to be part of something transforming the global economy. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Nick Codola, Investment Research Analyst at Orion, to learn more about the rise of thematic investing and the power of Inspirational Alpha, as well as explore the thematic investing strategies and resources available on the Orion Portfolio Solutions platform.
Register
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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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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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Ascent 2021

Event Description: Orion’s premier user event of the year, #OrionAscent, brings together a world-class roster of industry giants—from top financial advisors to provocative thought leaders to innovative tech experts—for three days of transformational insights, cutting-edge tech training, and powerful networking opportunities.
Register
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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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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
:

Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
:

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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