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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.

FSI

Event Description: Join Noreen Beaman, President of Orion Advisor Solutions, at FSI at the Hyatt Regency Grand Cypress in Orland, FL on July 27 at 3-4 pm EST. for a valuable panel discussion on what many BD’s and RIA firm executives envision what the three categories of home office staff in the future workplace look like. Additionally, Amy Magnotta, CFA Co-Head of Discretionary Portfolios will be speaking on the Due Diligence track.

Portfolio Recipes: The Fundamental Portfolio

Event Description: Today, as the tides of change constantly disrupt the economy, some investors want portfolios that can adapt to market changes. Investment approaches grounded in fundamental research with independent high-conviction decision-making can help you pursue this goal. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT with guests Robert D. Baker, President of Advanced Asset Management Advisors, Inc., and Mario DiVito, an equity and multi-asset investment director at Capital Group, for our latest installment of Portfolio Recipes. Learn how to construct a portfolio steeped in fundamental analysis!

On Demand

An Adaptive Solution to The 60/40 Problem

Event Description: A traditional 60/40 allocation today contains much more risk than the typical balanced investor desires. But, a systematic plan for allocating assets according to the current market environment can: 1. Diversify a portfolio across 8 major global asset classes in a single investment vehicle 2. Naturally adjust allocations to each asset class as risk rises or falls 3. Generate lower volatility than a traditional growth allocation 4. Deliver about the same amount of risk as a 60/40 portfolio, but with the return expectation of an 80/20 allocation 5. Help your clients stay anchored to the plan by leaving no room for emotional decision-making during times of euphoria or fear

On Demand

Making the Break: Orion’s Breakaway Bootcamp

Event Description: Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break event for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.

On Demand

LightPoint Faith-Based Portfolios

Event Description: LightPoint Portfolios™ are the convergence of advanced analytics, institutional asset management, and impeccable biblical values. Beacon Wealth Consultants has been providing Biblically Responsible Investing solutions to clients for over 20 years and now our five turn-key, fully asset-allocated, risk-based portfolios are available to you at Orion. Our Chief Investment Officer and Investment Committee utilize institutional research and a forward-looking interpretation of the markets and the investments are screened for abortion, adult entertainment, anti-family concerns, and companies that exploit human addictions.

On Demand