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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.

Focus Financial Partners Conference

Event Description:  Orion Advisor Solutions will be attending the Focus Financial Partners conference in Las Vegas as a sponsor and content contributor. Orion CEO, Eric Clarke, along with SVP of Consulting and Implementation, Greg Menefee will be speaking from the main stage on The Future of Client Experience and the Hottest Fintech Industry Trends. Randy Lambert and Joe Leybolt will also be sharing the Orion Roadmap during a breakout session on Friday, June 24th.

FA Magazine Invest in Women

Event Description: Orion is excited to support the FA Magazine Invest in Women conference as both an exhibiting sponsor and content provider. Our team will be on site to meet with conference attendees throughout the conference, and Lara Coviello, Vice President, Senior Portfolio Manager, Brinker Capital Investments will be participating on the event’s Behavioral Finance panel discussion on June 22.

DACFP Vision

Event Description: Orion Advisor Solutions is excited to participate in the DACFP VISION conference as both an exhibiting sponsor and panelist thought leader. Grant Engelbart, Senior Portfolio Manager with Orion, will join the panel “Allocating to Digital Assets with a Crypto SMA” on June 9th. DACFP’s VISION conference is geared toward financial professionals, providing core information advisors need about the blockchain and digital assets.

Wealth Management EDGE, WealthStack 2022, RIA Edge & Inside ETFs

Event Description:

Orion Advisor Solutions is heading to the Wealth Management EDGE conference! Our team is proud to participate in this multi-event conference as both an exhibiting sponsor and content provider. Find our leaders on stage throughout the week during the following sessions:

Wednesday, June 1

9:45am Eric Clarke, CEO, Orion – “The Future of Wealth Management: How Investment, Fintech and RIA Channels are Converging to Change the Future of Advice” 

10:35am Joel Hurst, SVP Regional Sales, Orion – Orion Demo on the Leading Edge stage

1:15pm Tim Holland, Chief Investment Officer, Orion – “Allocation Nation Panel: Winning Strategies for Any Portfolio” 

Thursday, June 2   

12:15pm Dr. Daniel Crosby, Chief Behavioral Officer, Orion – “Psychology and WealthTech: The New Frontier of Fiduciary Advice”

Friday, June 3 

9:40am Ryan Donovan, SVP Regional Sales, Orion – “The Convergence of WealthTech & Investment Management: The New “Efficient Frontier”  

HiddenLevers War Room – FED Shock Therapy

Event Description: We all make mistakes – even the Fed. The recent admissions by Powell + Bernanke on central bank policy errors coincide with our ugly Fed Roulette outcome coming to fruition. Many believe that the Fed has lost credibility on inflation, and is turning a blind eye to the market downdraft to get it back. – Is the Fed put over? – Is a recession fully priced in at SPX 4000? – Why is gas at all-time highs when GDP is negative? Join us as we update our Fed scenario, and welcome thought leader Matthew Bartolini, Head of SPDR Americas Research at State Street – in the next Orion War Room.

On Demand

Manage Behavior, Not Just Money, with Goals-Based Investing

Event Description: Goals-based investing has been shown to provide better investment outcomes than traditional financial planning. In this webinar, Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, will discuss the psychology behind goals-based investing, and how this concept could help your clients. Cade DeNazario Akers, CFP®, Orion’s Financial Planning Product Manager, will then demo the Orion Planning platform, including our new goals-based investing workflow.

On Demand

Monthly Spotlight: Putting HiddenLevers to the Test

Event Description: Do you tell your clients risk is just a number? With Orion’s 3D Risk Tolerance Questionnaire and the capabilities in HiddenLevers’ stress testing, we can show you how risk is not just another number. HiddenLevers is one of the industry’s highest regarded tools in business intelligence, risk analytics, and economic research providers. The cloud-based platform can be used to gauge risk tolerance, stress test portfolios, and build recommendations that minimize risk while increasing the probability of meeting a client’s future goals. Join Phil Colling, AVP, Business Development, and Clark Jeffries, AVP, Business Development, as they walk you through how HiddenLevers can amplify your expertise with the tools’ capabilities and our success story with RFG Advisory.

On Demand