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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.

Orion Portfolio Solutions: Performance, Flows, & Positioning | October 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 October.

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

November Market*r Webinar – Creating Peace of Mind: How to Communicate Effectively Post Election

Event Description: It’s difficult to remember an election in recent history that has caused so much division, hostility, and unrest across our country as a whole—and the impact on our industry, perceived or legitimate, has likely drummed up panic and confusion in your clients. Now is your opportunity to be their certainty. Proactive, thoughtful communication from you, their advisor, will help create a sense of calm and peace of mind—which is critical for making composed investment decisions rather than acting out of fear. Join our webinar to hear Orion’s Chief Investment Strategist, Rusty Vanneman, discuss the election outcome’s predicted effect on the market, as well as to learn actionable strategies for communicating effectively with your clients during these volatile times.

On Demand

Sigma Parkland

Event Description: The Summit will feature a wide array of industry-leading experts in practice management, financial markets, money management, marketing, regulatory initiatives, and industry trends as well as excellent opportunities to virtually network with Sigma and Parkland representatives, SPS Family management, and peers.

Where to Find Orion: Look for Orions Virtual Booth!

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.

Zacks Investment Management: Born from Research, Built for Performance

Event Information: As a wholly-owned subsidiary of Zacks Investment Research, Zacks Investment Management brings decades of research and earnings data expertise to their proprietary models, which they’ve been managing for over 28 years. During this webinar, Danielle Zacks Dale, Director of Institutional Business Development, highlights the Zacks models available on Orion Communities, including actively managed SMAs and SMA blends, as well as a custom management solution for addressing more complex client needs. Dale also explains why being able to leverage their parent company’s fundamental, quantitative research creates such a distinct investment performance advantage for the firm.

On Demand

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest Case Eichenberger from CLS Investments

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

The Way Forward Webinar Series – Episode 2: Guiding Investors to Plan Admits Uncertain Times

Event Description: Now more than ever, investors have questions when it comes to their financial futures in these uncertain times. Add in more and more “free” advice offerings from the mega-online players, and the need to differentiate your services is becoming paramount. The good news is that with the latest financial planning technology, advisors are able to engage with clients in real-time, through digital and video channels, transforming the client relationship. Dial into this panel of financial planning practitioners who share how they are building and implementing financial plans, enhancing client relationships, gathering incremental assets, and driving new revenues in an unprecedented time of demand for professional financial planning.

On Demand

Introducing Julex Capital for Communities

Event Description: Julex Capital Management, LLC (Julex) offers various tactical/risk-managed total return strategies designed to provide consistent returns with low volatility and drawdowns in both bull and bear markets. In addition, Julex provides quantitative equity strategies aiming to deliver significant excess returns with concentrated portfolios.  Julex’s investment management team consists of four PhDs and two CFAs with strong academic and industry experiences in portfolio management, asset allocation, risk management, and quantitative research across asset management, hedge fund, and insurance industries.  Learn how Julex can bring value to your clients and strengthen the Invest pillar of your practice.

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