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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.

Portfolio Recipes: The Low Cost ETF Strategies Portfolio Recipe

Event Description: There may be many reasons for the continued popularity of ETF strategies, including dependable market exposure, natural tax efficiency, and low costs. In this month’s Portfolio Recipes webinar, we look at some of the lowest cost ETF strategies on the OPS platform with State Street Global Advisors and Cougar Global Investments. These low-cost ETF strategy portfolios seek to provide strategic global market exposure as well as tactical investment management at a low cost. Our blend of State Street’s Strategic Asset Allocation Strategies and Cougar’s Global Tactical Strategies possess the characteristics of a risk-managed globally diversified portfolio with an additional emphasis on minimizing net expenses to investors. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, with guest speakers, Karlan Patel, CFA, Investment Strategist at State Street Global Advisors, and Jason Richey, CFA, Portfolio Manager at Cougar Global Investments, for an inside look at a new pairing featuring two strategists on our platform.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | April 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | March 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Portfolio Recipes: The Core and Explore Portfolio Recipe

Event Description: The mark of a great advisor is one that helps clients navigate all market cycles with confidence. Many agree that one of the keys to investment success is to have an investment plan or framework to investing. Successful investing starts with a framework or a disciplined process. One investing portfolio construction framework is called the “Core and Explore.”   “Core” investment strategies are designed to stay invested through market movement. When markets rise, these strategies may participate in the upside. However, when markets fall, these strategies may participate in a portion of the decline. “Explore” investment strategies meanwhile are often much more tactical in their approach to managing money and will actively adjust for changing market conditions. As markets become uncertain, these strategies may increase the defensive portion of your portfolio. In this month’s Portfolio Recipe webinar, we present two strategists on the OPS platform with long records in successfully managing investment portfolios, Howard Capital Management and Janus Henderson. 

On Demand

The Downside Protection Portfolio Recipe

Event Description: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky. Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during these sustained drops. In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.

On Demand

2022 Client One Summit

Event Description: Orion is proud to support the ClientOne Securities Summit as an exhibiting sponsor and content provider, where Brett Leach, Regional Vice President will be presenting on How to Attract and Retain High Net Worth Clients. Every year, the Client One team gathers to rekindle relationships, explore new opportunities, and collaborate with registered representatives and advisors.

Orion Portfolio Solutions: Performance, Flows, & Positioning | February 2022

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Ameritas BREAKTHROUGH 2022 AIC & AAS Forum

Event Description: Orion is proud to support the Ameritas: Breakthrough AIC/AAS Forum as a Gold Sponsor. Our team will be attending and presenting content at this annual conference in Ft. Lauderdale, Florida and look forward to connecting with existing partners and clients.