On Demand Events

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: High-net-worth investors overwhelmingly believe that advisors who outsource their investing to third-party experts have more time to understand and deliver on their particular needs. Join Orion’s Kurt Brown, President, OCIO, and Andy Rosenberger, CFA, Head of Custom Indexing, to learn how to reclaim valuable time and meet your clients more than halfway on traditionally unscalable tactics – including this year’s trending topic, direct indexing. You’ll see how Orion can give you access to the tech, high-touch services, and investment team needed to help provide clients with personalized portfolios, tax optimization, and better outcomes.

Event Description: With the midterm elections quickly approaching, we know your clients will be reaching out to you with questions on the possible effects to the markets, our industry, and their portfolios. Join Tim Holland, CFA, Chief Investment Officer, and Steve Pavlick, Head of Policy at Renaissance Macro, as they help guide you – and your clients through what you can expect post-election.

Event Description: Over 50% of investors feel the advice they receive is too generic.* Don’t become a commodity.…arm yourself with the right tech and outsourced support. To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution. *Capgemini’s World Wealth Report (WWP) 2019

Event Description: There are several valid reasons investors are pessimistic – inflation is high, central banks are raising interest rates and bond prices are falling. Yet, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, and Thomas K.R. Wilson, CFA, SVP, Head of Wealth Advisory, to gain insight into the latest market activity and discuss what the economy has going for it into year-end: 1) Politics: What to expect in November? 2) Profits: Why earnings and interest rates matter most 3) Peak (Inflation?): Are we on the downslope? ​​Plus, you’ll get all your top-of-mind questions answered to help you lead better client conversations.

Event Description: During periods of market volatility, many investors fall short of their financial objectives because emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. Which is why it’s now more important than ever for financial advisors to continue providing value to their clients. While short-term concerns on inflation, recession, and market volatility remain valid, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, Dr. Daniel Crosby, Chief Behavioral Officer, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory to gain insight into the latest market activity, our economic outlook, and how to use behavioral investing tendencies to keep investors on track to achieve their long-term financial goals.

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.

Event Description: With our nation shaken by uncertainty – you’re probably spending time managing not only your clients’ portfolios but also their emotions. It’s now more important than ever for financial advisors to continue providing value for their clients. Join Orion’s Chief Investment Officer, Tim Holland, CFA, and Orion’s Chief Behavioral Officer, Dr. Daniel Crosby to hear an update on the latest market activity and how to speak to your clients during periods of volatility. Tim and Daniel will share insights on how you can help keep investors on track to achieve their long-term financial goals.

Event Description:  Orion Advisor Solutions will be attending the Focus Financial Partners conference in Las Vegas as a sponsor and content contributor. Orion CEO, Eric Clarke, along with SVP of Consulting and Implementation, Greg Menefee will be speaking from the main stage on The Future of Client Experience and the Hottest Fintech Industry Trends. Randy Lambert and Joe Leybolt will also be sharing the Orion Roadmap during a breakout session on Friday, June 24th.

Event Description: Orion Advisor Solutions is excited to participate in the DACFP VISION conference as both an exhibiting sponsor and panelist thought leader. Grant Engelbart, Senior Portfolio Manager with Orion, will join the panel “Allocating to Digital Assets with a Crypto SMA” on June 9th. DACFP’s VISION conference is geared toward financial professionals, providing core information advisors need about the blockchain and digital assets.