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In this timely discussion, Orion’s investment team breaks down what advisors should know about the potential wave of mega IPOs, including SpaceX, Anthropic, and OpenAI. Watch as Ben Vaske, Ryan Dressel, Nolan Mauk, and Francisco Rodriguez explore IPO mechanics, index inclusion, passive investing implications, and what this level of market excitement may signal for portfolios and client conversations. For a deeper dive into the key themes and insights discussed in the video, read Francisco’s related blog here.

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Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisors. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Orion Portfolio Solutions, LLC ("OPS") is a registered Investment advisor. The views expressed herein are exclusively those of OPS and are not meant as investment advice and are subject to change. No part of this report may be reproduced in any manner without the express written permission of OPS. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.