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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.

Schwab Impact

Event Description: Schwab’s first-ever virtual IMPACT offers a chance for advisors, experts, and solutions providers to come together for a full day of live sessions.

Where to Find Orion: Orion CEO Eric Clarke and Daniel Crosby, Chief Behavioral Officer at Brinker Capital Investments, join forces for a discussion on Alleviating High Investor Anxiety with Behavioral Finance, which will be accessible on demand from 10/27 – 11/13.

Right Now Is the REIT Time: Equity REITs with Chilton Capital Management

Event Description: If you’ve been thinking about exploring REITs, don’t miss this informative session with Matthew Werner, CFA and Managing Director at Chilton Capital Management! During the webinar, Werner offers valuable insight about why public REITs are the best vehicle to access commercial real estate and highlights Chilton’s competitive advantage in the commercial real estate space.

On Demand

Get to Know Orion Portfolio Solutions with Jim Joyce (SW Territory) and guest from Meeder Investment Management

Event Description: If you are looking to take the management of your client’s assets to new levels, then it is time to join Jim Joyce, Regional Vice President, and…Get to Know Orion Portfolio Solutions! Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We are one of the largest and among the fastest-growing turnkey asset management programs in the industry.  Why not take 30 minutes and find out more? Jim will be offering four sessions and each session will have a guest presenter from our curated list of managers.  Click below to register for this session or other dates and times!

On Demand

Brinker Capital Investments Pre-Election Discussion

Event Description: Jeff Raupp, CFA, Chief Investment Officer, Tim Holland, CFA, Global Investment Strategist, and Dr. Daniel Crosby, Chief Behavioral Officer, will discuss our economic outlook and portfolio positioning, investor behavior and emotion during times of uncertainty, and what to pay attention to as we near Election Day.

On Demand

How to Create Economic Value in Today’s Market

Event Description: Join Rusty Vanneman, Orion’s Chief Investment Strategist, along with Chris Romano, Director of Investment Technology and Solutions, and Horacio Carias, to learn how you can leverage Orion’s SMA optimizer, ASTRO, to create economic value during times of market uncertainty.

On Demand


Event Description: Aite Group’s Wealth Management in Transition event is designed to bring executives from leading global wealth management firms together to discuss central topics that are reshaping this industry and to share their experiences on this journey.

Where to Find Orion: Catch Hussain Zaidi, Orion’s Chief Strategy Office, on a panel held 10/22 from 11:15 AM – 12:00 noon discussing The Role of Portfolio Management in an Advice-Driven Market.

Win on Defense: SaratogaRIM’s Unique Investment Process and Upcoming Market Outlook

Event Description: Saratoga Research and Investment Management (SaratogaRIM), a strategist on Orion Communities, takes a unique, four-level approach to the Investment Process that includes Quantitative Analysis, Qualitative Analysis, Valuation Analysis, and Portfolio Construction. Join Director of Investor Relations Mark McClenahan and Portfolio Manager Matt Casas for a detailed look at each step in their process, which is designed to beat the benchmark over whole market cycles and has historically resulted in above-average long-term investment returns with less volatility and systematic risk. McClenahan and Casas close with a review of the market, along with a look ahead at what to expect next year from a valuation perspective.

On Demand

Transform Your Virtual Event Using Market*r

Event Description: In today’s “new normal,” it’s more important than ever to stay relevant and connected. Many advisors have turned to virtual seminars and webinars to continue engaging their clients and prospects. To give our advisors the tools they need to do the same, we’ve created a dynamic solution that will help you promote your event, pass information along to your registrants, generate helpful takeaway items, and most importantly, follow up with your attendees after the event. Find out how you can take advantage of Orion’s latest marketing technology, Market*r, to develop more powerful connections with your clients and prospects.

On Demand

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
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