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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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Finding the Perfect Match: A New Network for Transitioning Advisors

Event Description: Advisors who are thinking about breaking away or transitioning have big emotional and financial decisions ahead of them. To aid these big decisions and help advisors, we have created the Orion Network, which is an online community of elite advisors and digital marketplace to connect advisors and independent RIA firms exploring M&A opportunities. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions. In this webinar, we are bringing in two members of our network, Mariner Wealth Advisors and The Financial Services Network, who are recruiting new advisors this year. Brian Leitner and Tom Croxton will engage in a Q&A session with Orion’s Josh Benson covering topics on the key to success for transitioning advisors, what advisors should consider as they weigh the decision of tucking under another firm, and more information on their perspective of the industry today and moving forward.
On Demand
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Market Perspectives: The Importance of Fixed Income

Event Description: As we reflect on the markets during the first quarter of 2022, a strong downturn in the fixed income market may have led some investors to question why they should continue to own bonds in their portfolios. Join Amy Magnotta, CFA, Head of Discretionary Portfolios, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory, to discuss the importance of maintaining an allocation to fixed income within investment portfolios. Addressing your top-of-mind questions, we will discuss the importance of diversification with fixed income, including the topics of interest rates, the yield curve, and credit conditions. Orion Advisor Solutions and Brinker Capital Investments continuously look to provide meaningful insights and commentary to help amplify your expertise.
On Demand
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Portfolio Recipes: The Core and Explore Portfolio Recipe

Event Description: The mark of a great advisor is one that helps clients navigate all market cycles with confidence. Many agree that one of the keys to investment success is to have an investment plan or framework to investing. Successful investing starts with a framework or a disciplined process. One investing portfolio construction framework is called the “Core and Explore.”   “Core” investment strategies are designed to stay invested through market movement. When markets rise, these strategies may participate in the upside. However, when markets fall, these strategies may participate in a portion of the decline. “Explore” investment strategies meanwhile are often much more tactical in their approach to managing money and will actively adjust for changing market conditions. As markets become uncertain, these strategies may increase the defensive portion of your portfolio. In this month’s Portfolio Recipe webinar, we present two strategists on the OPS platform with long records in successfully managing investment portfolios, Howard Capital Management and Janus Henderson. 
On Demand
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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.
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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.
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3 Proven Tactics to Guide Your Clients Through Market Volatility

Event Description: During times of market volatility, clients tend to feel on edge. Now is the time to demonstrate your value to help ease their concerns - and communication is key to this. Radio silence from their advisors is a big pain point for investors. While it may seem obvious to you, your clients want to know that you’re on top of market events and that you have a plan for their portfolio. We’ve packed a lot of great information into this webinar, starting off with a review of the markets with Orion’s Chief Investment Officer, Tim Holland, CFA. During this webinar, you will also - 1) Get communication tips on what you need to say to clients, when to say it, and more. 2) Understand the importance of having a sound financial plan during volatile times and how to communicate that to clients. 3) See how successful RIAs use HiddenLevers to gauge risk tolerance, create durable portfolios, and set client expectations before and during market volatility. If you like what you see during this webinar, you can take advantage of special pricing on some of the tools we cover.
On Demand
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Orion Portfolio Solutions: Performance, Flows, & Positioning | March 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
On Demand
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Integrated Wealth

Boston Park Plaza Boston
Event Description:  Orion is proud to support the Integrated Wealth Conference in Boston as an exhibiting sponsor. Be sure to swing by Orion's booth to visit with Josh Benson, VP of Business Development and Tricia Drexel, Strategic Consultant.
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Orion Portfolio Solutions: Performance, Flows, & Positioning | April 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.
On Demand
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HiddenLevers War Room – FED Shock Therapy

Event Description: We all make mistakes - even the Fed. The recent admissions by Powell + Bernanke on central bank policy errors coincide with our ugly Fed Roulette outcome coming to fruition. Many believe that the Fed has lost credibility on inflation, and is turning a blind eye to the market downdraft to get it back. - Is the Fed put over? - Is a recession fully priced in at SPX 4000? - Why is gas at all-time highs when GDP is negative? Join us as we update our Fed scenario, and welcome thought leader Matthew Bartolini, Head of SPDR Americas Research at State Street – in the next Orion War Room.
On Demand
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Portfolio Recipes: The Low Cost ETF Strategies Portfolio Recipe

Event Description: There may be many reasons for the continued popularity of ETF strategies, including dependable market exposure, natural tax efficiency, and low costs. In this month’s Portfolio Recipes webinar, we look at some of the lowest cost ETF strategies on the OPS platform with State Street Global Advisors and Cougar Global Investments. These low-cost ETF strategy portfolios seek to provide strategic global market exposure as well as tactical investment management at a low cost. Our blend of State Street’s Strategic Asset Allocation Strategies and Cougar’s Global Tactical Strategies possess the characteristics of a risk-managed globally diversified portfolio with an additional emphasis on minimizing net expenses to investors. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, with guest speakers, Karlan Patel, CFA, Investment Strategist at State Street Global Advisors, and Jason Richey, CFA, Portfolio Manager at Cougar Global Investments, for an inside look at a new pairing featuring two strategists on our platform.
On Demand
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Wealth Management EDGE, WealthStack 2022, RIA Edge & Inside ETFs

The Diplomat Beach Resort Hollywood
Event Description:

Orion Advisor Solutions is heading to the Wealth Management EDGE conference! Our team is proud to participate in this multi-event conference as both an exhibiting sponsor and content provider. Find our leaders on stage throughout the week during the following sessions:

Wednesday, June 1 9:45am Eric Clarke, CEO, Orion - "The Future of Wealth Management: How Investment, Fintech and RIA Channels are Converging to Change the Future of Advice"  10:35am Joel Hurst, SVP Regional Sales, Orion - Orion Demo on the Leading Edge stage 1:15pm Tim Holland, Chief Investment Officer, Orion - "Allocation Nation Panel: Winning Strategies for Any Portfolio"  Thursday, June 2    12:15pm Dr. Daniel Crosby, Chief Behavioral Officer, Orion - "Psychology and WealthTech: The New Frontier of Fiduciary Advice" Friday, June 3  9:40am Ryan Donovan, SVP Regional Sales, Orion - "The Convergence of WealthTech & Investment Management: The New “Efficient Frontier”  
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