On Demand Events

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.

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.

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.

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.

Event Description:  Orion is proud to support the Integrated Wealth Conference in Boston as an exhibiting sponsor. Be sure to swing by Orion’s booth to visit with Josh Benson, VP of Business Development and Tricia Drexel, Strategic Consultant.

Event Description: Performance reporting is never going to be one-size-fits-all. Your clients have varying levels of knowledge, differing priorities, different time spans, and different methods for absorbing numbers and information. One client might just want to know if they made money this past year or not, and doesn’t want to know anything else. Meanwhile, your know-it-all numbers-whiz client may want to know the Sharpe ratio for each of their sleeves. During this webinar we will go through a few different personas of investors you have likely encountered as a financial advisor. Our Head of Product, Adam Palmer, will pull together custom reports for each of these personas via Orion’s Reporting tool, and talk about the elements of the report that will be important to each person. He will also provide pointers for understanding the reporting wants and needs of your clients upfront so that when you meet with them to talk performance, you’ll have everything you need to delight and inform your clients.

Event Description: Orion is excited to sponsor and attend the 2022 Barron’s Advisor Independent Summit in Louisville, KY. This invitation-only event is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This curated experience has become one of the premier annual events for top ranked independent advisors, with content designed to highlight the best practices and specific needs of independent financial professionals.

Event Description: Have you or your clients ever wondered what impact their taxes may have on their performance returns? With the release of Orion’s new after-tax benchmarking functionality, you have the power to present after-tax performance returns, create accurate comparisons to those returns, and help your clients achieve greater tax efficiencies! Watch this webinar to learn more about this exciting feature and how it brings added value to you and your clients.

Event Description: Orion is proud to support the 2022 Investment Adviser Association’s Compliance Conference March 3-4, 2022, in Washington, D.C. as an exhibiting sponsor. The IAA’s Compliance Conference is a comprehensive, two-day, in-person program that provides investment advisers with current information on the changing regulatory landscape. The program features expert speakers, including SEC officials, in-house legal counsel and compliance officers, partners with leading law firms, and the IAA legal team. The Orion team is excited to participate in person and connect with attendees.

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.