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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.

Barron’s Independent Summit

Events Description: Barron’s Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors

ETFs Futures-Forward 2021 – An iShares Investing Symposium

Event Description: What does the future look like for ETF investors? Find out on March 17, when Orion’s Chief Investment Strategist Rusty Vanneman joins a panel of leading ETF industry experts and thought leaders for a unique half-day conference dedicated to providing a clear understanding of what’s coming next for key segments of the global marketplace.

On Demand

Putting the MEGA in BlackRock’s iShares Megatrends: Introducing the Orion Portfolio Solutions

Event Description: Learn more about Orion Portfolio Solutions’ new thematic strategy designed to be the MEGA of megatrends: The Orion Portfolio Solutions Megatrends Model Portfolio. 1) Position your clients to capitalize on several different and significant areas of influence shaping the future of our global economy and society – all in one investment solution. 2) Deliver a Megatrend ETF strategy with an added risk management overlay serving to align portfolio risk with the overall global equity market.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | January 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, 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.

On Demand

The Best Business Development Practices You Aren’t Using

Event Description: According to research, referrals remain the primary source of new business for financial advisors. But that doesn’t tell the whole story. Marketing today is a complex web of integrated marketing campaigns, diverse tactics, and creative content. In this webinar, we discuss tips to build a better marketing strategy that focuses on leveraging the main source of new business—referrals—and building out from there using all of today’s most innovative tactics.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | December 2020

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, 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 new strategists added in December.

On Demand

FSI Annual Kickoff

Event Description: Get ready to learn and network with FSI in 2021! Their Annual Kickoff has been re-created as a special members-only event in a virtual format. Save time on your calendar for these short, inspiring sessions that will help you prepare for what is to come in 2021.

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