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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.

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest Ryan Connolly from Toews Asset Management

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.

On Demand

Cambridge Advisor Summit

Event Description: This virtual two-day event is held November 10-11 for Cambridge financial professionals who do $250k or more in advisory production each year.

Where to Find Orion: Join CLS Investments’ Senior Portfolio Manager, Case Eichenberger, CIMA, for his presentation, Orion Market and Economic Update. He will provide an overview of market performance during past pandemics, as well as analyze current market and economic conditions, and highlight areas of opportunity in various asset classes for the quarters ahead.

Introducing Orion Portfolio Solutions Cybersecurity Strategy

Event Description: Over the past decade, we’ve seen massive growth in the technology sector, leading to more and more personal data being shared online—which in turn creates a tremendous market for accessing that data illegally. And with the recent uptick in remote work caused by the COVID-19 pandemic, the demand for enhanced cybersecurity is greater than ever—making cybersecurity a powerful new opportunity for investors.  Join Orion’s Senior Quantitative Portfolio Manager, Horacio Carias, CFA, and Director of Investment Technology and Solutions, Chris Romano, CFA, for a look at the latest thematic strategy from Orion Portfolio Solutions: Cybersecurity. During this presentation, Carias and Romano will explore the benefits of cybersecurity exposure and discuss an overview of the new strategy, including its underlying securities and equal-weighted approach.

On Demand

Introducing BlackRock at Orion Portfolio Solutions

Event Description: As part of the exciting launch of BlackRock’s models on the Orion Portfolio Solutions platform, you’re invited to join Amanda Toner, model strategist at BlackRock, for a deep dive into the BlackRock models business, which was formally launched in 2013. During the presentation, you’ll learn more about BlackRock’s dedicated model portfolio solutions team, their guiding principles for building portfolios, and their disciplined, three-step approach to portfolio construction. Toner will also explore BlackRock’s wide range of strategies spanning target allocation, multi-asset income, and target income.

On Demand

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest from Ocean Park Asset Management

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

On Demand

Orion Portfolio Solutions: Performance, Flows, and Positioning | September 2020

Events Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for the inaugural edition of what will become a monthly illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll take a look at what happened in the market, dive into total average performance and total net flows broken down by mandate type and strategist classification, and highlight the strategist firms and models that performed best. We also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including new strategists added during the month of September.

On Demand

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest from Ocean Park Asset Management

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

On Demand

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest from Meeder Investment Management

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

On Demand

Ladenburg ConnectED

Event Description: Your vision and expertise help create a picture of prosperity for your clients. You help frame your clients’ pursuit of financial well-being and transform their goals into reality. As the artist for your business and your clients’ financial success, it is up to you to harness this blank canvas of opportunity to paint the portrait for their future. Join us for Advisor Group’s first national, network-wide, all-virtual education conference, and re-envision your canvas of opportunities.

Where to Find Orion: On 10/27 at 4:05 PM, Orion’s Daniel Crosby, PhD, joins Timothy Holland, CFA, for The Mind and the Markets, examining four significant market topics from an investment and behavioral perspective. You can also catch Orion Portfolio Solutions at our virtual booth!