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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.

How Outsourcing Can Help You Grow Your Business

Event Description: Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning. Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best – growing your client base and taking your practice to new heights. *Source: Cerulli Associates – U.S. Advisor Metrics

On Demand

How Outsourcing Can Help You Grow Your Business

Event Description: Why are you only spending 50% of your time with clients*? Investors, particularly high-net-worth investors, are demanding more personalization and services than ever but your day is spent on administrative tasks, investment management execution, and financial planning. Join Ryan LeStrange, SVP, Divisional Sales Manager, to hear how outsourcing key aspects of your business can help you get back to what you do best – growing your client base and taking your practice to new heights. *Source: Cerulli Associates – U.S. Advisor Metrics

On Demand

Portfolio Recipe ‘Most Popular of 2022’ – The Downside Protection Portfolio

Event Description: (Original Air Date: March 29, 2022) Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky. Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance. 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 these sustained drops. In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.

On Demand

How to Improve After-Tax Returns & Scale Portfolio Customization in 2023 with Custom Indexing

Event Description: As you are in the throes of year-end tax planning, the importance of proactive tax management presents itself again. Harvesting losses on an ongoing basis, instead of just at year-end can result in an additional 1% of tax alpha per year.* Start taking action today so you can help lessen your client’s tax burden next year. Join Andy Rosenberger, CFA, Head of Custom Indexing, and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, to learn you can help clients grow their custom portfolios while minimizing the impact of taxes through Orion’s Custom Indexing. From tax-loss harvesting and tax transitioning to ESG – you’ll see how you can easily bring proactive tax management to every client through cost-effective and personalized portfolios at the touch of a button. * Source: “An Empirical Evaluation of Tax-Loss Harvesting Alpha” Shomesh Chaudhuri, Terence Burnham, Andrew W. Lo.

On Demand

A New Approach to Equity Risk Management

Event Description: As markets continue to struggle this year, we’re launching the first hedged equity strategy to the OPS Platform – designed to help lessen losses and have high market up capture. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Phillip Toews, CEO and Lead Portfolio Manager at Toews Asset Management, to hear how the Toews Managed Risk Blueprint Strategy provides you with an equity strategy that remains fully invested but uses options contracts to attempt to offset losses. With a track record of navigating downturns in 2018, 2020, and 2022, the strategy can help your clients remain invested at a potentially critical time in market history.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | October 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.

On Demand

Portfolio Recipes: The Diversified Boutique Firm Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this monthly Portfolio Recipes webcast. You’ll gain insight into our partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.

On Demand

Break into the High-Net-Worth Space

Event Description: High net-worth investors are estimated to have $19 trillion in investable assets1 and own 43% of total investable assets2 in the U.S. To tap into that opportunity and reach those clients, you need a solution that delivers an exclusive wealth experience that’s personalized to meet their needs. Brinker Capital Wealth Advisory – now available to advisors on the Orion Portfolio Solutions platform – can help you do just that. Brinker Capital Wealth Advisory enables you to offer high-net-worth investors: 1) Tailored investment experiences to help clients grow, manage, and preserve their wealth 2) An exclusive suite of vetted partner services to meet their specialized needs 3) Personalized, white-glove service through a team of wealth experts that includes dedicated client portfolio managers. Join Thomas K.R. Wilson, CFA, along with Ryan LeStrange, Divisional Vice President, and Dawn Batho, Director of Inside Sales, to learn how you can capture high-net-worth opportunities with Brinker Capital Wealth Advisory on Orion Portfolio Solutions. 1 “Winning in the high-net-worth segment in US wealth management”, McKinsey & Company, August 2020. 2 “The Cerulli Report – U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020”, Cerruli Research, December 2020.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | September 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.

On Demand

Portfolio Recipes: The Balanced Portfolio Recipe

Event Description: As with most aspects of our financial lives, staying balanced is a key to success, especially in volatile markets, and this month’s portfolio recipe could assist. In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Phil Wood, CPM Global Head of Equity Client Portfolio Managers at Janus Henderson Investment, and Sean Clark, CFA, Chief Investment Officer at Clark Capital Management Group to discuss how long-term focused, diversified, balanced portfolios can help provide stable returns over a client’s portfolio life cycle.

On Demand
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