Event Description: Orion’s Head of Tax Managed Solutions, Andy Rosenberger, CFA, is back to answer all of your top-of-mind questions! Join us for this exclusive opportunity to hear from Andy and get equipped to bring proactive tax management to every client.
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: To help fund the “Build Back Better Act,” meaningful changes to the U.S. tax code have been proposed, including higher rates on capital gains, earned income, and corporate profits as well as new limitations on retirement accounts. As the tax policy debate heats up in Washington, D.C., please join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Andy Rosenberger, Orion’s Head of Tax-Managed Solutions, on the proposed changes to the tax code, what proposals are likely to be embraced by Congress, and how a final bill could impact the economy, the markets, and your investment portfolio.
Event Description: Learn more about the Dynamic Diversified Alpha Approach from Brinker Capital & BlackRock! BlackRock, a global investment manager, is coming together with Brinker Capital, a dynamic, boutique strategist, to bring you the new Dynamic Diversified Alpha pairing. This pairing, featured on LPL’s MWP platform, brings together two innovative strategists, BlackRock, backed by their industry-leading proprietary risk management platform, Aladdin® – and – Brinker Capital, a 25-year veteran of rigorous, independent due diligence and manager selection. Join Jason Nicastro of LPL, Brinker Capital’s Ryan LeStrange, and Eric Mueller of BlackRock as they introduce this unique model pairing, designed to serve as an all-weather core asset allocation to compound long term growth over time. Don’t miss this opportunity to learn: 1) More about the growth of MWP’s platform and how LPL’s recent product enhancements support model pairing, like the Dynamic Diversified Alpha, as well as, account-level pricing, Flex IO, and beyond. 2) How the Dynamic Diversified Alpha approach allows for investment management with a longer-term strategic view while offering the flexibility to respond to changing markets. 3) Why this powerful blend, from two investment managers known for asset allocation, industry-leading risk management, and manager due diligence, would be a valuable addition as a core holding in your client’s portfolio. 4) Who to contact to learn more about this blended portfolio approach.
Event Description: Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 30 years. Acquired by Atria in 2018, they continue to champion the independent approach today. Orion’s Tim Holland, Chief Investment Officer will be giving a Market Outlook on the Cadaret Grant panel.
Event Description: President Biden’s “Build Back Better” program includes three key elements – each with significant changes to the current tax policy. Some parts of the program have already been enacted, while others are still in the proposal phase. Join Daniel Clifton, Partner, and Head of Policy Research for Strategas Securities, and Tim Holland, Chief Investment Officer of Orion, for a live discussion about Biden’s new tax policy. Clifton, a top-ranked Washington analyst in the Tax and Accounting Policy category, will provide increased insight into the changes ahead, including how similar tax policies have historically impacted the economy and the markets.On Demand
Event Description: Brinker Capital Investments’ Maureen Blumenthal, Relationship Manager of National Accounts, and Ali McCarthy, PhD Head of Practice Management will be taking part in practice management discussions with LFN staff on Wednesday, June 9th from 3:45pm – 4:30pm ET. The discussions provide an opportunity to engage with staff by sharing practice management best practices, success stories, and also answer questions. Click HERE for more information!
Event Description: Brinker Capital’s Destinations Portfolios are dynamic, multi-asset class solutions focused on meeting a range of investor needs and delivering better investor outcomes by helping to keep clients invested over the long term. Learn more about Brinker Capital’s dynamic yet flexible, multi-asset class investment approach, the Destinations Funds – the building blocks of Destinations Portfolios, and the potential outcomes from a dynamic portfolio.
Events Description: During this conference, Todd Cole, CFA, CFP®, Divisional Vice President, Wealth Advisory Consultant, and Tom McNeil, CIMA®, Divisional Vice President, will give insight on how to attract and retain high net worth clients.