On Demand Events

Event Description: Goals-based investing has been shown to provide better investment outcomes than traditional financial planning. In this webinar, Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, will discuss the psychology behind goals-based investing, and how this concept could help your clients. Cade DeNazario Akers, CFP®, Orion’s Financial Planning Product Manager, will then demo the Orion Planning platform, including our new goals-based investing workflow.

Event Description: Do you tell your clients risk is just a number? With Orion’s 3D Risk Tolerance Questionnaire and the capabilities in HiddenLevers’ stress testing, we can show you how risk is not just another number. HiddenLevers is one of the industry’s highest regarded tools in business intelligence, risk analytics, and economic research providers. The cloud-based platform can be used to gauge risk tolerance, stress test portfolios, and build recommendations that minimize risk while increasing the probability of meeting a client’s future goals. Join Phil Colling, AVP, Business Development, and Clark Jeffries, AVP, Business Development, as they walk you through how HiddenLevers can amplify your expertise with the tools’ capabilities and our success story with RFG Advisory.

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.

Event Description: Orion is proud to support Cambridge Signature Club as an exhibiting sponsor.

Event Description: Orion is proud to support the Connecticut chapter of the FPA at their Spring Conference as both a sponsoring exhibitor and content provider. Ryan Donovan, SVP Regional Sales, will be participating in a moderated panel entitled “goRIA: Everything You Wanted to Know About Going RIA.”

Event Description: Even with oil, Russia-Ukraine and rates rising, the de-coupling of the tech sector is still one of the scariest themes of the last six months. What started as a crash in high-flying pandemic tech darlings, led to a 40% haircut in Facebook and Netflix. Tech is no longer moving in tandem, and all manner of PMs, PE, and investors can no longer juice performance with the five names at the top. Join us as we drop a new scenario on tech sector movements and debut a new segment on asset manager thought leadership – with Jordan Stuart of Federated Hermes – in the next Orion War Room.

Event Description: Orion is a proud sponsor of Equitable’s 2022 National Leaders Forum and will be participating as both an exhibitor and content provider. Tim Holland, Chief Investment Officer, is on the agenda to give a timely and insightful “Economic and Political Update” on Tuesday, April 26^th.

Event Description: Orion is excited to participate in the 2022 Beacon Operational Excellence Roundtable April 20–22. This event is an invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions and community Q&A sessions. In attendance from Orion will be Todd Bertucci, SVP Enterprise Sales and George Svagara, SVP Regional Sales

Event Description: As the Russia-Ukraine conflict continues, it is exposing significant cracks in the globalized economy. China and India continue to buy Russian oil, while Saudi Arabia could be close to pricing oil contracts in Yuan against long-standing U.S. commitments. Even good goals like supply-chain resilience or energy independence necessitate a world order reset (and higher prices). Topics include – 1) Is the Russia-Ukraine conflict priced into markets? 2) Will China remain neutral? 3) Is the world in a period of deglobalization? Join us as we introduce a new scenario on the quickly de-globalizing economy, and consider the impact of a Russian bond default, in the next HiddenLevers War Room.

Event Description: Orion is proud to support the MassMutual Academy virtual event as both a sponsor and a content provider. Amy Magnotta, Head of Discretionary Portfolios will be presenting on Brinker Destinations on Tuesday, March 29^th at 10:00am EST and Orion’s booth will be a part of MML’s virtual Product Fair.