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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 | June 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, 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

Portfolio Recipes: The Fundamental Portfolio

Event Description: Today, as the tides of change constantly disrupt the economy, some investors want portfolios that can adapt to market changes. Investment approaches grounded in fundamental research with independent high-conviction decision-making can help you pursue this goal. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT with guests Robert D. Baker, President of Advanced Asset Management Advisors, Inc., and Mario DiVito, an equity and multi-asset investment director at Capital Group, for our latest installment of Portfolio Recipes. Learn how to construct a portfolio steeped in fundamental analysis!

On Demand

An Adaptive Solution to The 60/40 Problem

Event Description: A traditional 60/40 allocation today contains much more risk than the typical balanced investor desires. But, a systematic plan for allocating assets according to the current market environment can: 1. Diversify a portfolio across 8 major global asset classes in a single investment vehicle 2. Naturally adjust allocations to each asset class as risk rises or falls 3. Generate lower volatility than a traditional growth allocation 4. Deliver about the same amount of risk as a 60/40 portfolio, but with the return expectation of an 80/20 allocation 5. Help your clients stay anchored to the plan by leaving no room for emotional decision-making during times of euphoria or fear

On Demand

LightPoint Faith-Based Portfolios

Event Description: LightPoint Portfolios™ are the convergence of advanced analytics, institutional asset management, and impeccable biblical values. Beacon Wealth Consultants has been providing Biblically Responsible Investing solutions to clients for over 20 years and now our five turn-key, fully asset-allocated, risk-based portfolios are available to you at Orion. Our Chief Investment Officer and Investment Committee utilize institutional research and a forward-looking interpretation of the markets and the investments are screened for abortion, adult entertainment, anti-family concerns, and companies that exploit human addictions.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | May 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

Fight or Flight: Acknowledge and Address Client Fears

Event Description: We are living in an unprecedented time full of uncertainty. As troubling headlines around COVID-19, the housing market, and rising inflation flood your clients’ emails and news feeds, it’s only natural that they’ll fear what’s next. Now, more than ever, discussions around risk and real-time events are essential in calming client concerns. Together, HiddenLevers and Orion provide advisors with tools to acknowledge and address clients’ concerns while also reassuring them that they’re properly invested to meet their financial goals—no matter what the future holds. Led by Business Development Executive Clark Jeffries, and joined by Adam Palmer, Director, Product Management, we’ll discuss actionable strategies to provide investors peace of mind and explore how HiddenLevers + Orion can help prevent clients from allowing fear to disrupt investment decisions. We’ll also showcase an in-depth review of HiddenLever’s capabilities, such as gauging risk tolerance, stress testing portfolios, and recommendation building to minimize risk.

On Demand

Atria (Cadaret Grant Panel)

Event Description: Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 30 years. Acquired by Atria in 2018, they continue to champion the independent approach today.  Orion’s Tim Holland, Chief Investment Officer will be giving a Market Outlook on the Cadaret Grant panel.