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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.

Suspended Disbelief and Second Chances with Toews

Event Description: While markets have rebounded from their initial lows earlier this year as a result of the COVID-19 pandemic, many risks and questions still remain for investors. And if you missed your chance in March to be proactive with your clients’ portfolios, the time is now to start preparing for further downside risk. Join Eben Burr, Toews Managing Director, for a review of this year’s market fallout and a discussion about the role of behavioral portfolio management during times of crisis. Burr not only offers an overview of the Toews models, but he also explores the way in which they align with Orion Portfolio Solutions’ Market Cycle Mandates approach to portfolio design, which seeks to prepare clients for all market scenarios.

On Demand

Join Us For Lunch: Get to Know OPS and Four Key Strategist Partners

Event Description: Join Orion Portfolio Solutions Regional Vice President, Mark Soukup, along with a panel of four key strategists: Ocean Park, Main Management, Meeder, and Toews. During the presentation, Mark will talk about the need for a better way to diversify client portfolios—one that prepares them to handle the uncertainties and influence of moving markets. We’ll introduce you to our unique, three-mandated diversification process that helps you do just that. You’ll also hear from our strategist partners, who are experts in each of our distinct mandates, and who can show you the best way to approach building a portfolio with these strategies.

On Demand

Join Us For Lunch: Get to Know OPS and Four Key Strategist Partners

Event Description: Join Orion Portfolio Solutions Regional Vice President, Mark Soukup, along with a panel of four key strategists: Ocean Park, Main Management, Meeder, and Toews. During the presentation, Mark will talk about the need for a better way to diversify client portfolios—one that prepares them to handle the uncertainties and influence of moving markets. We’ll introduce you to our unique, three-mandated diversification process that helps you do just that. You’ll also hear from our strategist partners, who are experts in each of our distinct mandates, and who can show you the best way to approach building a portfolio with these strategies.

On Demand

Behind the Design: Creating a User Interface That Empowers a Remarkable Advisor Experience

Event Description: We don’t always think about what goes into creating an exceptional user experience—after all, the point of a seamless experience is that you don’t have to think about what’s happening behind the scenes. Ordering a new iPhone from Apple is a simple series of clicks. And Netflix has your new favorite show queued up before you know it exists.

On Demand

Elite Advisor Group Fall Exclusive

This exclusive meeting will focus on the incredible value of our merger with Brinker Capital, including a robust High-Net-Worth offering and powerful behavior finance capabilities, as well as the launch of Element, our new advisor portal that delivers powerful investment technologies and options through an intuitive user experience.

On Demand
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