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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.

Investment Center National Education Conference

Events Description: This year at the Investment Center’s National Education Conference, Dr. Daniel Crosby will give his presentation, Behavioral Alpha: An Advisor’s Greatest Value. Check out the event website to learn more.

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

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, 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

Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing

Event Description: Thematic investing strategies are taking the investment world by storm, growing rapidly, and raising assets—and for good reason. These strategies, based on world-changing themes like disruptive tech, climate change, and demographics, offer tremendous value to advisors and investors alike. Perhaps most importantly, they help advisors create Inspirational Alpha: stories that resonate with investors, stimulate them, and give them the opportunity to be part of something transforming the global economy. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Nick Codola, Investment Research Analyst at Orion, to learn more about the rise of thematic investing and the power of Inspirational Alpha, as well as explore the thematic investing strategies and resources available on the Orion Portfolio Solutions platform.

On Demand

Portfolio Recipes: The Tax Efficient Portfolio

Event Description: Welcome to Portfolio Recipes, an exciting webinar event where we cook up strategist pairings on Orion Portfolio Solutions that will help you deliver portfolios better aligned with your clients’ needs and goals. Join Rusty Vanneman, CFA, CMT, Chief Investment Strategist, Ryan McMahon, CFA, Senior Vice President and member of PIMCO’s U.S. Global Wealth Management Team, and Ryan Pogodzinski, CFA, Consulting Director for Russell Investments’ Advisor and Intermediary Solutions business.

On Demand

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

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, 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 Behavioral Portfolio

Event Description: Welcome to Portfolio Recipes, an exciting webinar event where we cook up strategist pairings on Orion Portfolio Solutions that will help you deliver portfolios better aligned with your clients’ needs and goals. Find out how the featured strategists complement each other, and get your questions answered by leading asset managers.

On Demand

ETFs Futures-Forward 2021 – An iShares Investing Symposium

Event Description: What does the future look like for ETF investors? Find out on March 17, when Orion’s Chief Investment Strategist Rusty Vanneman joins a panel of leading ETF industry experts and thought leaders for a unique half-day conference dedicated to providing a clear understanding of what’s coming next for key segments of the global marketplace.

On Demand

Putting the MEGA in BlackRock’s iShares Megatrends: Introducing the Orion Portfolio Solutions

Event Description: Learn more about Orion Portfolio Solutions’ new thematic strategy designed to be the MEGA of megatrends: The Orion Portfolio Solutions Megatrends Model Portfolio. 1) Position your clients to capitalize on several different and significant areas of influence shaping the future of our global economy and society – all in one investment solution. 2) Deliver a Megatrend ETF strategy with an added risk management overlay serving to align portfolio risk with the overall global equity market.

On Demand

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

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, 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
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