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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.

Brinker Capital Investments Pre-Election Discussion

Event Description: Jeff Raupp, CFA, Chief Investment Officer, Tim Holland, CFA, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer, will discuss our economic outlook and portfolio positioning, investor behavior and emotion during times of uncertainty, and what to pay attention to as we near Election Day.

On Demand

Join Us For Lunch: Get to Know OPS and Four Key Strategist Partners

Event Description: Join Orion Portfolio Solutions Regional Vice President, Mark Soukup, along with a panel of four key strategists: Ocean Park, Main Management, Meeder, and Toews. During the presentation, Mark will talk about the need for a better way to diversify client portfolios—one that prepares them to handle the uncertainties and influence of moving markets. We’ll introduce you to our unique, three-mandated diversification process that helps you do just that. You’ll also hear from our strategist partners, who are experts in each of our distinct mandates, and who can show you the best way to approach building a portfolio with these strategies.

On Demand

Join Us For Lunch: Get to Know OPS and Four Key Strategist Partners

Event Description: Join Orion Portfolio Solutions Regional Vice President, Mark Soukup, along with a panel of four key strategists: Ocean Park, Main Management, Meeder, and Toews. During the presentation, Mark will talk about the need for a better way to diversify client portfolios—one that prepares them to handle the uncertainties and influence of moving markets. We’ll introduce you to our unique, three-mandated diversification process that helps you do just that. You’ll also hear from our strategist partners, who are experts in each of our distinct mandates, and who can show you the best way to approach building a portfolio with these strategies.

On Demand

Elite Advisor Group Fall Exclusive

This exclusive meeting will focus on the incredible value of our merger with Brinker Capital, including a robust High-Net-Worth offering and powerful behavior finance capabilities, as well as the launch of Element, our new advisor portal that delivers powerful investment technologies and options through an intuitive user experience.

On Demand
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