Event Description: As we reflect on the markets during the first quarter of 2022, a strong downturn in the fixed income market may have led some investors to question why they should continue to own bonds in their portfolios. Join Amy Magnotta, CFA, Head of Discretionary Portfolios, and Thomas K.R. Wilson, CFA, Head of Wealth Advisory, to discuss the importance of maintaining an allocation to fixed income within investment portfolios. Addressing your top-of-mind questions, we will discuss the importance of diversification with fixed income, including the topics of interest rates, the yield curve, and credit conditions. Orion Advisor Solutions and Brinker Capital Investments continuously look to provide meaningful insights and commentary to help amplify your expertise.
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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: Orion is proud to serve as the Gold Level Sponsor at the upcoming CFA Society of Philadelphia Diversity and Inclusion Conference. CFAP and its Women’s Advisory Committee host this annual program to focus on diversity, equity, and inclusion within the financial services industry, and features panel discussions and expert speakers from leading organizations both in the Philadelphia area and around the country.
Event Description: Orion is excited to sponsor and attend the 2022 Barron’s Advisor Independent Summit in Louisville, KY. This invitation-only event is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This curated experience has become one of the premier annual events for top ranked independent advisors, with content designed to highlight the best practices and specific needs of independent financial professionals.
Event Description: Orion is proud to be an exhibiting sponsor at SIFMA’s 2022 Compliance & Legal Seminar – where compliance and legal professionals from across the financial services industry come together. Our team is eager to participate in this event and connect with attendees who will have access to insightful conversations with financial services leaders and regulators, valuable professional development opportunities, meaningful networking, and timely and topical discussions from some of the industry’s foremost solution providers.
Event Description: Orion is proud to support and attend Pershing’s Elite Advisor Summit as a Silver Level sponsor. Our team looks forward to networking and connecting with some of the industry’s top RIAs at this event.
Event Description: Orion is proud to support the Bank Insurance & Securities Association (BISA) 2022 Annual Convention in Miami Beach as an exhibiting sponsor. Each year, the BISA Conference focuses on opportunities for learning, engagement, and interaction. The Orion team is excited to participate in person and connect with attendees.
Event Description: Join Thomas K.R. Wilson, CFA, Senior Vice President and Head of Wealth Advisory for Brinker Capital Investments, alongside Carrie L. Hall, CLU, CFP of Carrie Hall, and Associates to hear how you can begin to capture high-net-worth opportunities with Brinker Capital Wealth Advisory. Now, you can differentiate your practice and serve the specialized needs of high-net-worth individuals, families, and institutions, by partnering with the right people and delivering the right solutions. Brinker Capital, an ORION Company, is now offering Wealth Advisory to advisors on the ORION wealth management platform. This unique service is designed to help you offer your clients a personalized wealth experience through our three-tiered process. 1) Discover how tailored wealth management and outstanding service can help you attract and retain clients 2) Design customized wealth solutions to meet your high-net-worth clients’ unique needs 3) Deliver better outcomes through experienced, objective investment management, personalized offerings, and exceptional service
Event Description: As Russia has invaded Ukraine, igniting a geopolitical crisis that is shaking global financial markets, join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Tim Holland, CFA, Orion’s Chief Investment Officer, as they discuss developments to date, the ongoing policy response from the West to Russia’s actions, and how the crisis might impact the economy and markets in the near-term.
Event Description: Orion is proud to support the 2022 FSI One Voice Conference in Dallas as both a sponsor and content provider. This annual event brings together executives from independent financial services firms to exchange critical insights on the most important issues affecting their businesses. Conference sessions in which Orion executives are participating:
- Insource vs. Outsource: Customizing Investment Management
Tuesday, Feb 01, 2022 9:45 AM – 10:45 AM CDT
Tom Wilson, Senior Vice President, Head of Wealth Advisory, Orion Advisor Services
- Driving Employee Engagement and Culture in a Hybrid Work Environment
Tuesday, Feb 01, 2022 1:30 PM – 2:30 PM CDT
Noreen Beaman, President, Orion Advisor Services
- How to Recruit and Retain Competitively in Today’s Environment
Tuesday, Feb 01, 2022 3:00 PM – 4:00 PM CDT
Nicole Isom, VP of Talent Management, Orion Advisor Solutions
Event Description: During times of market volatility, how can you provide support and guidance to investors to help maintain peace of mind for their long-term financial success? Join us as we take a deeper look into recent market events and discuss how to keep investors on track through all market cycles.