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Webinar Series: Orion’s Summer of CE – The Science of Influence

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | June 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

Portfolio Recipes: The Direct Indexing Portfolio Recipe

Event Description: In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Frank Nickel, CFA, Orion’s Head of Quantitative Strategies and Investment Risk, to discuss how Orion builds direct indexing portfolios and explore different direct indexing portfolios available to help meet clients’ unique investment objectives and risk preferences. Direct indexing portfolios provide advisors the advantage of creating truly personalized and transparent investment solutions that enable them to integrate legacy positions, manage specific security and sector risks, and even accommodate ESG considerations. For taxable investors, you’ll also learn about the benefits of providing “tax alpha" in today’s market environment.
On Demand

The Power of RIA-Friendly 529 Plans

Event Description: Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, and Chief Behavioral Officer Dr. Daniel Crosby, Ph.D., as they discuss the power of RIA-friendly 529 plans, like the recently enhanced Texas LoneStar 529 Plan®, and the key attributes to emphasize to your clients.
On Demand

Orion’s Economic Outlook: Mind Over Market

Event Description: During periods of market volatility, many investors fall short of their financial objectives because emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. Which is why it’s now more important than ever for financial advisors to continue providing value to their clients. While short-term concerns on inflation, recession, and market volatility remain valid, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, Dr. Daniel Crosby, Chief Behavioral Officer, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory to gain insight into the latest market activity, our economic outlook, and how to use behavioral investing tendencies to keep investors on track to achieve their long-term financial goals.
On Demand

Webinar Series: Orion’s Summer of CE – Leadership Begins with You

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
On Demand

Portfolio Recipes: The Diversified Tactical Portfolio Recipe

Event Description: In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Manish Khatta, CEO and CIO of Potomac Fund Management, Inc., and Michael Hadden, CFA, a portfolio manager at Brinker Capital Investments, to discuss how a well-diversified tactical portfolio can be useful in volatile markets. Tactical strategies are those strategies that can change their risk exposure and asset allocations based on changing market conditions. Their agility allows them to move in and out of different areas of the market to seek opportunities for higher relative performance. Not only can investors benefit from the work of tactical strategies themselves - they can also benefit from combining these strategies together. Plus: marrying tactical strategies can result in lower correlations not only to the overall market and lower correlations among the other strategies in the portfolio, providing even further diversification benefits.  
On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | July 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. For financial professional use only.
On Demand

Fall of CE Series: Creating Persuasive Client Communications – 1hr of CE credit

Event Description: This fall, head Back to School with Orion! We are offering a Back to School webinar series featuring three webinars*, one in September, October, and November, each qualifying for 1 hour of CE towards the CFP®, CIMA®, CPWA®, and RMA® designations. *You can watch any of the webinars anytime from its air date until November 30, 2022 to get the CE credits. Credits will be reported weekly. 
On Demand

Orion + Eaglebrook: Investing in Digital Assets

Event Description: Together, Orion and Eaglebrook are ready to arm advisors with the tools they need to support clients who want exposure to digital assets in their portfolios. Through a seamless and secure integration, you’ll gain exposure to professionally-managed Bitcoin and Crypto separately managed accounts to help clients meet their unique investment goals. Join Brock Hardwick, Orion’s Product Manager, along with Eaglebrook’s Christopher King, Founder, and CEO, and Roddy Chisholm, Head of Investment Platform, for an exclusive look into how this powerful integration will help you win new clients, scale your cryptocurrency operations, and expand your value proposition.
On Demand

Portfolio Recipes: The All-Weather Portfolio Recipe

Event Description: What kind of portfolio should one build if we’re heading into a recession? Or what if we’re not heading into a recession? How should a portfolio be built if inflation has peaked and started to fall? What if inflation hasn’t peaked yet? In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Stanley Moy, CFA, CAIA, AVP, Multi-Asset Investment Product Manager at Capital Group, and Daniel Villalon, CFA, Global Co-Head, Portfolio Solutions Group at AQR Capital Management, to discuss how an all-weather portfolio can participate in market gains or limit losses irrespective of what economic conditions might be.
On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | August 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. For financial professional use only.
On Demand