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: 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.
Event Description: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? If investors’ market participation expectations are as such, then tactical asset allocation strategies could make sense for their portfolios. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during those sustained drops. Given the current state of the markets, with high valuations for stocks and low interest rates for bonds, many investors are looking for those investment strategies that can indeed adapt during periods of high market volatility. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he stirs up the Tactical Asset Allocation Portfolio, a tasty pairing featuring Howard Capital Management’s Vance Howard & PIMCO All Assets’ Jim Maturzo, CFA.
Event Description: Now’s the time to find out why Orion Portfolio Solution’s New Client Portal, launching January 2022, will become the foundational tool for offering your clients a truly unique experience. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Get a guided tour of the new Client Portal and how it can be customized to best fit the unique needs of your clients, as well as, answers to all of your transition questions – live!
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
Event Description: What’s all the buzz about active management? Make sure to catch this webinar to find out. Actively-managed investment strategies, meaning those that are trying to beat benchmarks, are back in demand. Not only is the “average stock” handily outperforming the cap-weighted benchmarks over the last year, but the net flows into actively-managed funds are the best they’ve been in over a decade, if not longer. There are different forms of active management where some approaches are highly diversified and essentially represent a closet indexing approach. This style of investing makes sense in some situations, but many investors prefer a more active approach. One that is clearly different than most managers. In this month’s Portfolio Recipe webinar, we serve up two investment strategists who believe in many of the same philosophical investment principles, but create portfolios that are clearly unique. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, and guests from Hotchkis & Wiley and Polen Capital.
Event Description: Join Andy Rosenberger, CFA, Head of Orion’s Tax Managed Solutions to hear how Orion’s premier Tax Managed Solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice. Andy will be joined by Joe Graziano, CFP®, Vice President, Wealth Management Partner at FFP Wealth Management to discuss how through the support of our dedicated Tax Management Team, he was enabled to: 1) Serve clients more effectively 2) Attract and win new clients 3) Differentiate his offering
Event Description: The stock market has had an impressive bull market since early last year, and arguably over the last dozen years or more. Conditions suggest even more gains ahead. The cost of strong stock market returns, however, are higher valuations, which in turn suggest we should see lower (albeit positive) returns and potentially higher volatility. Given this backdrop, how can investors play both offense and defense with their equity holdings? Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jordan Dekhayser, CFA, Head of the Quantitative Strategist Team at Northern Trust Asset Management, and Dan Lindquist, CFA, Managing Director with First Trust.
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.