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.
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: Unlike most other compliance tools, Inform offers easy monitoring through custom rules and workflows with an efficient and user-friendly dashboard. Join Kristopher Heig, Compliance Director, and Sean Hollingshead, Vice President of Managed Accounts as they demonstrate how Inform can help you: monitor employee trades, track approval and rejection of gifts and outside business activities, build custom transactional and Code of Ethics questionnaires, and keep results for easy record keeping and future access for the SEC and state regulators.
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.
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.
Event Description: We’re thrilled to announce the launch of BlackRock models on the Orion Communities platform! During this introductory webinar, Brad Stanger, CFA, Director, and Lindsay Dia, Product Strategist at BlackRock, take a deep dive into the BlackRock models business. You’ll learn the benefits of a models-based practice, including the reduction of risk, as well as the guiding principles and disciplined, three-step approach to portfolio construction that have made BlackRock a pioneer in the models space. Bryan Gelster, Orion’s AVP of Business Development, will also walk you through assigning BlackRock models on the Communities platform.
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.
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!
Event Description: Join Jeff Raupp, CFA, Chief Investment Officer, Tim Holland, CFA, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer for a post-election discussion.
Event Description: Held two days after the 2020 presidential election, this year’s Industry in Transition virtual conference will be unprecedented in its scope, content, and impact. Our country is at a crossroads, with a pandemic, social unrest, a divisive election, and market upheaval — with our business right in the center of the storm.
Where to Find Orion: Catch “Hub Talk” with Orion’s CIO Rusty Vanneman for a look at the post-election markets and what to expect in 2021, held 4:35 – 4:45 PM.
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.