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The Russia-Ukraine Crisis: What Advisors Need to Know

Event Description: As Russia has invaded Ukraine, igniting a geopolitical crisis that is shaking global financial markets, join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Tim Holland, CFA, Orion’s Chief Investment Officer, as they discuss developments to date, the ongoing policy response from the West to Russia’s actions, and how the crisis might impact the economy and markets in the near-term.
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

War Room: Inflation + Energy

Event Description: The perilous change in market tone is being felt in many asset classes due to inflation – but not energy. Two years after negative crude oil prices, Americans are driving (and shopping) more than expected. Prices are definitely on the rise with CPI now at 7.5%. Join us as we refresh our Inflation scenario and assess Charlie Munger’s comparing it to nuclear war, in the next HiddenLevers War Room.
On Demand

Banking Insurance & Securities Annual Convention

Fontainebleau Miami Beach 4441 Collins Ave, Miami Beach
Event Description: Orion is proud to support the Bank Insurance & Securities Association (BISA) 2022 Annual Convention in Miami Beach as an exhibiting sponsor. Each year, the BISA Conference focuses on opportunities for learning, engagement, and interaction. The Orion team is excited to participate in person and connect with attendees.

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

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

Pershing’s Elite Advisor Summit

Montage Palmetto Bluff Bluffton
Event Description:  Orion is proud to support and attend Pershing’s Elite Advisor Summit as a Silver Level sponsor. Our team looks forward to networking and connecting with some of the industry’s top RIAs at this event.

Ameritas BREAKTHROUGH 2022 AIC & AAS Forum

Westin Fort Lauderdale Beach Resort Fort Lauderdale
Event Description: Orion is proud to support the Ameritas: Breakthrough AIC/AAS Forum as a Gold Sponsor. Our team will be attending and presenting content at this annual conference in Ft. Lauderdale, Florida and look forward to connecting with existing partners and clients.

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

2022 Client One Summit

Sheraton Kansas City Kansas City
Event Description: Orion is proud to support the ClientOne Securities Summit as an exhibiting sponsor and content provider, where Brett Leach, Regional Vice President will be presenting on How to Attract and Retain High Net Worth Clients. Every year, the Client One team gathers to rekindle relationships, explore new opportunities, and collaborate with registered representatives and advisors.

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.

The Downside Protection Portfolio Recipe

Event Description: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky. Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during these sustained drops. In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.
On Demand