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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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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.
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Stop Swiveling & Finally Scale Wealth Management

Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” - as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger
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How the Right Compliance Tech Fuels Your Fiduciary Process: Simplifying Your Life with Orion Compliance

Event Description: BasisCode, an industry-leading compliance management fintech solution, is now Orion Compliance. With its mission to help advisors everywhere build audit-ready firms, the end-to-end compliance solution is a natural fit for Orion, where our vision is to power the advisor-client journey with an eye toward seamless fiduciary processes. Carlos Guillen, BasisCode Founder and SVP of Tech Products at Orion Advisor Tech, joins Stephanie Sager, VP of Business Development at Orion, to discuss how Orion Compliance will immediately ease the struggles advisors face in building a robust compliance program. Plus, they'll offer a sneak peek at future enhancements that will allow Orion Compliance users even greater control over client-focused compliance matters.
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Fall of CE Series: Communicating with Empathy – 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. 
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Portfolio Recipes: The Balanced Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, as he gives you an inside look at a new pairing of two strategists on our platform, Janus Henderson and Clark Capital Management Group. You’ll gain insight into these partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.
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Fall of CE Series: Explaining the Economy in Terms Clients Understand – 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. 
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