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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.

Frontier Asset Management’s Downside First Focus

Event Description: If managing risk is important to you for your clients, then tune in for an overview about Frontier Asset Management – a boutique asset management firm founded in 2000 in Sheridan, Wyoming. You’ll be introduced to senior leadership team members Rob Miller, CFA, CEO, Cliff Stanton, CFA, Director of Investments, and Erin Foote, Director of Operations. In this video, you’ll learn about: 1) Frontier’s Downside First Focus investment philosophy. 2) How we are forward-looking and build long term future return expectations. 3) How we identify skilled managers that we believe are likely to perform well in the future to fill our target asset allocation pie charts using Manager Match. 4) How this results in dynamic risk-defined model investment strategies which are designed for long-term investors. You’ll also discover why our Wyoming roots allow us to be independent in thought and allow us to do what we think is best for advisors and clients.

On Demand

The Yin and the Yang of Logan Core

Event Description: Learn how Logan Capital differentiates the Logan Core 60/40 portfolio by breaking down its two distinct and complementary Growth and Value investment processes. Combining two highly non-correlated portfolios – “the yin and the yang” – into one and rebalancing the allocation targets semiannually, the client portfolio can perform consistently throughout a complete market cycle and provide solid risk-adjusted returns. This presentation is hosted by Dan Beckworth, director of management accounts, and Stephen Lee, principal, and portfolio manager for Logan Capital.

On Demand

Faster Growth and Happier Clients: One Firm’s Experience with Orion’s New Homescreen

Event Description: Increase efficiency. Improve client relationships. Grow your business faster. With us so far? Matt Henry, Director of Transformations at Carson Group, and his fleet of advisors are doing just that with the recently reimagined Orion homescreen—and he’s here to help you do the same. During this webinar, Matt Henry joins Orion’s Director of Product, Adam Palmer, to show advisors how to unlock all the potential of the new Orion homescreen experience. Register now to see the powerful dashboard in action, and learn how you can use it to stay organized, improve efficiency, increase transparency with your clients, and capitalize quickly on new opportunities.

On Demand

An Introduction to Main Management – Partnering with a Boutique Firm

Event Description: Join CEO and CIO Kim Arthur for an inside look at the services and support that Main Management offers for advisors who partner with us. Learn more about our core team and values, portfolio approach, and how to leverage our research materials to help your clients reach their goals.

On Demand

AAMA – An Investment Process Driven by Black and White Statistics

Event Description: AAMA has been an investment strategist partner with Orion since 2003. Learn more about their robust model lineup available in Orion Portfolio Solutions and investment philosophy built on the four cornerstones of understanding client expectations, an independent advice model, disciplined valuation processes, and confident execution. Presenting is Robert Baker, the firm’s founder and president.

On Demand

Investment News Icons and Innovators

Event Description: InvestmentNews honors icons and innovators who have shaped and transformed the financial advice profession. During this event, InvestmentNews spotlights 18 of the most innovative firms changing the way advice is created, delivered, and used by clients today. Orion Advisor Solutions is proud to be a finalist in the category of Advisor Fintech, Large Firms.

The Importance of Core Strength: Symmetry Partners on Factor-Based Investing

Event Description: During this webinar, Gabe Hathorn, Sr Regional Business Consultant, will introduce you to Symmetry Partners and the Symmetry Panoramic models offered at Orion Portfolio Solutions. Hathorn specifically reviews Symmetry’s approach to Factor Investing and its three core strengths of strategic core pairing, tax-management, and long-term accumulation. He also reviews other strategists on the Orion platform to consider as pairs when utilizing the Symmetry models.

On Demand

The Future of Advisor Tech Stacks and Infrastructure

Event Description: Over the past year, we’ve seen a rapid acceleration in the adoption of advisor technology—a trend that shows no sign of slowing down. The COVID-19 pandemic, coupled with already-increasing client expectations, has led advisors to demand greater technological sophistication, not just from individual solutions, but from the way they work together. Join a panel of industry experts to learn more about the trajectory of advisor technology and how their firms are exploring new strategies for future innovation.

On Demand

A Better Asset Management Experience with Orion Portfolio Solutions (Guest Starring Main 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

Investment News Virtual Conference 2020

Event Description: Senior executives examine the key trends driving the confluence of digital and human advice focused on quantifying and improving investor outcomes through big data, robust ecosystems, artificial intelligence and addressing the fundamental issues of adviser adoption.  Industry CEOs will share their forward view of the advice industry and what they are doing to lead their organizations into the future.