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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.

Why We Own What We Own

Event Description: Join Tim Holland, CFA, Chief Investment Officer at Orion Advisor Solutions, and Amy Magnotta, CFA, Senior Vice President, Head of Discretionary Portfolios, to learn about the third-party investment managers currently utilized in the Destination Funds, our latest asset allocation themes, and what we’re focusing on in today’s market.

On Demand

Deliver Better Investor Outcomes with Destinations

Event Description: Brinker Capital’s Destinations Portfolios are dynamic, multi-asset class solutions focused on meeting a range of investor needs and delivering better investor outcomes by helping to keep clients invested over the long term. Learn more about Brinker Capital’s dynamic yet flexible, multi-asset class investment approach, the Destinations Funds – the building blocks of Destinations Portfolios, and the potential outcomes from a dynamic portfolio.

On Demand

Capture China’s Growth and Innovation with KraneShares’ Model Portfolios

Event Description: KraneShares constructs differentiated core, strategic, and thematic model portfolios within Global, Emerging, and Chinese markets. With China playing a more critical role in the global economy, they seek to provide strategies that capture China’s importance as an essential element of a well-designed investment portfolio. Learn more about KraneShares China & EM Models available on Orion Communities.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning – April 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

Exclusive Insights from Josh Brown, Presented by Orion

Event Description: For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. The firm even created a loyalty program that would discount fees for clients who invested with them for three or more years—a plan that has garnered national headlines since Ritholtz opened their doors in 2013. During a live, interactive panel discussion on May 18 at 3 PM CT, Brown (also known as “The Reformed Broker”), Ritholtz Wealth Management’s COO Nick Maggiuilli, and Director of Wealth Management Kris Venne will provide a behind-the-scenes look at how this strategy came to be. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!

On Demand

Portfolio Recipes: The Inflation Hedge Portfolio

Event Description: Welcome to the third episode of Portfolio Recipes! In this installment, Orion’s Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, cooks up a pairing to combat the industry’s rising inflation speculation. The Inflation Hedge Portfolio blends Brinker Capital’s Real Assets ETF strategy with Main Management’s International strategy, using the power of diversification to mitigate inflation risk and help advisors deliver risk-appropriate returns for their clients. During the webinar, Rusty will be joined by Kim Arthur, Chief Executive Officer and Chief Investment Officer at Main Management, and Grant Engelbart, Senior Portfolio Manager at Brinker Capital Investments. Don’t miss out! Join us to learn more about: 1) The rise of inflation and inflation expectations, and the growing concern among advisors and investors about how to hedge inflation risk 2) How the combination of Main Management’s and Brinker Capital’s strategies can help hedge inflation 3) How you can leverage valuable resources available through Orion Portfolio Solutions.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning – March 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

Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing

Event Description: Thematic investing strategies are taking the investment world by storm, growing rapidly, and raising assets—and for good reason. These strategies, based on world-changing themes like disruptive tech, climate change, and demographics, offer tremendous value to advisors and investors alike. Perhaps most importantly, they help advisors create Inspirational Alpha: stories that resonate with investors, stimulate them, and give them the opportunity to be part of something transforming the global economy. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Nick Codola, Investment Research Analyst at Orion, to learn more about the rise of thematic investing and the power of Inspirational Alpha, as well as explore the thematic investing strategies and resources available on the Orion Portfolio Solutions platform.

On Demand

Eagle Strategies LLC

Events Description: During this conference, Todd Cole, CFA, CFP®, Divisional Vice President, Wealth Advisory Consultant, and Tom McNeil, CIMA®, Divisional Vice President, will give insight on how to attract and retain high net worth clients.