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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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Introducing Julex Capital for Communities

Event Description: Julex Capital Management, LLC (Julex) offers various tactical/risk-managed total return strategies designed to provide consistent returns with low volatility and drawdowns in both bull and bear markets. In addition, Julex provides quantitative equity strategies aiming to deliver significant excess returns with concentrated portfolios.  Julex’s investment management team consists of four PhDs and two CFAs with strong academic and industry experiences in portfolio management, asset allocation, risk management, and quantitative research across asset management, hedge fund, and insurance industries.  Learn how Julex can bring value to your clients and strengthen the Invest pillar of your practice.
On Demand
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Zacks Investment Management: Born from Research, Built for Performance

Event Information: As a wholly-owned subsidiary of Zacks Investment Research, Zacks Investment Management brings decades of research and earnings data expertise to their proprietary models, which they’ve been managing for over 28 years. During this webinar, Danielle Zacks Dale, Director of Institutional Business Development, highlights the Zacks models available on Orion Communities, including actively managed SMAs and SMA blends, as well as a custom management solution for addressing more complex client needs. Dale also explains why being able to leverage their parent company’s fundamental, quantitative research creates such a distinct investment performance advantage for the firm.
On Demand
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The Importance of Core Strength: Symmetry Partners on Factor-Based Investing

Event Description: During this webinar, Gabe Hathorn, Sr Regional Business Consultant, will introduce you to Symmetry Partners and the Symmetry Panoramic models offered at Orion Portfolio Solutions. Hathorn specifically reviews Symmetry's approach to Factor Investing and its three core strengths of strategic core pairing, tax-management, and long-term accumulation. He also reviews other strategists on the Orion platform to consider as pairs when utilizing the Symmetry models.
On Demand
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An Introduction to Main Management – Partnering with a Boutique Firm

Event Description: Join CEO and CIO Kim Arthur for an inside look at the services and support that Main Management offers for advisors who partner with us. Learn more about our core team and values, portfolio approach, and how to leverage our research materials to help your clients reach their goals.
On Demand
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Making the Most of Orion’s Model Marketplace: Your Insider Guide to Communities

Event Description: Want unprecedented access to leading third-party strategists—along with the ability to retain full trading discretion—but aren’t sure where to start? This Ask-Us-Anything guide to Orion Communities addresses the most popular questions we receive about our model marketplace. Find out how to access the platform, pass strategist fees on to clients, align strategist models with client goals, and more. And if your question isn’t on the list, we’ll have plenty of time for a live Q&A at the end.
On Demand
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iCM Tactical Income – Return in a High Valuation, Low Interest Rate World

Event Description: Numerous articles have been published regarding the death of the 60/40 portfolio. Critics point to historically low interest rates and expensive U.S. equity valuations as contributors to what is likely to be a disappointing decade for traditionally diversified portfolios. Join iCM’s Director of Investments, Ryan Lehman, CFA, as he discusses the iCM Tactical Income strategies, a suite of portfolios that strives to increase yield, own undervalued assets, and purchase discounted closed-end funds to confront this problem.
On Demand
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The Yin and the Yang of Logan Core

Event Description: Learn how Logan Capital differentiates the Logan Core 60/40 portfolio by breaking down its two distinct and complementary Growth and Value investment processes. Combining two highly non-correlated portfolios - "the yin and the yang" - into one and rebalancing the allocation targets semiannually, the client portfolio can perform consistently throughout a complete market cycle and provide solid risk-adjusted returns. This presentation is hosted by Dan Beckworth, director of management accounts, and Stephen Lee, principal, and portfolio manager for Logan Capital.
On Demand
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Frontier Asset Management’s Downside First Focus

Event Description: If managing risk is important to you for your clients, then tune in for an overview about Frontier Asset Management – a boutique asset management firm founded in 2000 in Sheridan, Wyoming. You’ll be introduced to senior leadership team members Rob Miller, CFA, CEO, Cliff Stanton, CFA, Director of Investments, and Erin Foote, Director of Operations. In this video, you’ll learn about: 1) Frontier’s Downside First Focus investment philosophy. 2) How we are forward-looking and build long term future return expectations. 3) How we identify skilled managers that we believe are likely to perform well in the future to fill our target asset allocation pie charts using Manager Match. 4) How this results in dynamic risk-defined model investment strategies which are designed for long-term investors. You’ll also discover why our Wyoming roots allow us to be independent in thought and allow us to do what we think is best for advisors and clients.
On Demand
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Easy and Efficient Trading: More Reasons to Take a Closer Look at Eclipse

Event Description: Not all trading and rebalancing platforms are built the same. Does yours provide you with tax-efficient, automated features to positively impact your clients’ portfolios and your back-office operations? Now, the stars have aligned—take a look at Eclipse, Orion’s next-generation trading, and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions. Scale your trading processes with household-level rebalancing, multi-level modeling, and tax-Intelligent trading while giving clients an experience that’s out of this world. Join Orion’s trading experts LIVE from Mission Control to learn how Eclipse can take your firm light years ahead of the competition.
On Demand
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Live from T3 in the Orion Advisor Tech Lab!

Event Description: Orion is proud to be a supporter of the T3 Advisor Conference. Join us Live from the Orion Tech Lab for an Orion Advisor Technology Demo and Q&A session.
On Demand
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Not Your Average Custom Indexing: Win New Clients with Next Gen Tech + Service

Event Description: Over 50% of investors feel the advice they receive is too generic.* Don’t become a commodity.…arm yourself with the right tech and outsourced support. To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution. *Capgemini’s World Wealth Report (WWP) 2019
On Demand
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The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
On Demand
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