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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

Ascent 2021

Event Description: Orion’s National Ascent 2021 Conference is so close that we can already feel the warm Scottsdale sun against our skin! We have reached capacity at the Fairmont Scottsdale Princess and have moved to a waitlist for in-person ticket sales. If you would like to be added to the waitlist, please email Events@Orion.com. With each year, we’re excited to see a growing interest from our trusted advisors. This, however, leads to tickets selling out earlier. If you did not have a chance to snag your ticket, please consider joining us virtually to experience all the excitement from the comforts of your home!

Orion Portfolio Solutions: Performance, Flows, & Positioning | July 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Portfolio Recipes: Rising Rates Portfolio

Event Description: Many advisors are worried that interest rates will move high in the years ahead. And for good reason… With longer-term interest rates already well above their 2020’s lows and with inflation readings at multi-decade highs and threatening to go higher, many advisors want to know which strategies will perform better in rising rate environments and how these strategists are adapting to such an environment. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jonathan Scheid, CFA, AIF, Managing Director, Solutions at Buckingham Strategic Partners, and Glenn Dorsey, CFA, CAIA, Senior Vice President and Head of Client Portfolio Management at Clark Capital Management Group for our latest installment of Portfolio Recipes.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning – June 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Portfolio Recipes: The Fundamental Portfolio

Event Description: Today, as the tides of change constantly disrupt the economy, some investors want portfolios that can adapt to market changes. Investment approaches grounded in fundamental research with independent high-conviction decision-making can help you pursue this goal. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT with guests Robert D. Baker, President of Advanced Asset Management Advisors, Inc., and Mario DiVito, an equity and multi-asset investment director at Capital Group, for our latest installment of Portfolio Recipes. Learn how to construct a portfolio steeped in fundamental analysis!

On Demand

An Adaptive Solution to The 60/40 Problem

Event Description: A traditional 60/40 allocation today contains much more risk than the typical balanced investor desires. But, a systematic plan for allocating assets according to the current market environment can: 1. Diversify a portfolio across 8 major global asset classes in a single investment vehicle 2. Naturally adjust allocations to each asset class as risk rises or falls 3. Generate lower volatility than a traditional growth allocation 4. Deliver about the same amount of risk as a 60/40 portfolio, but with the return expectation of an 80/20 allocation 5. Help your clients stay anchored to the plan by leaving no room for emotional decision-making during times of euphoria or fear

On Demand
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