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Upcoming

Orion’s Outlook for 2022

Event Description: Join us for our 2022 outlook webinar! During this event, you will gain insight into the following areas: 1) Industry outlook and company update with Eric Clarke, CEO, and Noreen D. Beaman, President, 2) Our economic outlook from Tim Holland, CFA, Chief Investment Officer, 3) Behavioral investing tendencies from Dr. Daniel Crosby, Chief Behavioral Officer
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Portfolio Recipes: The Digital Assets ETF Strategy Portfolio

Event Description: Digital assets continue to garner attention, and so does the rollout of new digital assets ETFs. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, on Tuesday, January 25 at 2:30 p.m. CT, with special guest, Grant Engelbart, CFA, CAIA, Senior Portfolio Manager at Brinker Capital Investments, and learn more about the Digital Assets ETF Strategy Portfolio.
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HiddenLevers War Room: The Fed Roulette

Event Description: With 10y + Crude Oil now at pre-pandemic highs, you'd guess investors would be more optimistic in the new year, but no. The growth to value narrative is busted and all eyes are on the Fed to tame 7% inflation - without setting off the recessionary tripwires. 1. Is the Fed action priced in, or will it trigger a further sell-off? 2. Has inflation peaked? 3. Why are banks tanking as rates rise? Join us as we narrow the unusually wide range of outcomes for potential Fed action, and assess whether the NASDAQ’s pain ends at 10%, in the next HiddenLevers War Room.
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It All Starts with Good Data: New Package Offering for Broker Dealers

Event Description: Join us for a demo and user story of Orion’s data, reporting, and compliance tools. We’ve bundled these three tools up into a specially-priced package offering that our SVP of Business Development, George Svagera will be showing off. We also have our Director of Product, Adam Palmer on deck to share the exciting future of our data with AWS RedShift and the bold moves Orion is making to improve your data experience. Then, you will hear from one of our broker dealer clients, Adam Lillich, Lead Technology Partner at Ameritas Investment Company, about how Ameritas leverages Orion as their core technology partner. We will have time for questions during the webinar, and encourage you to reach out to get a customized demo for how this special offer could be a good fit for your firm.
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