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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.

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

How to Reach $1 Billion in AUM

Event Description: Ryon Beyer co-founded Hemington Wealth Management back in 2013, and has had to make critical decisions to shape the future of the RIA firm every day since then. The implementation of Orion’s technology has been a continuously evolving journey for Hemington and has helped the RIA become one of the fastest-growing firms in the country. Join Ryon as he shares the key decisions and inflection points that have defined the past 8 years of breakaway success for Hemington, and how he is working to ensure success for the future.

On Demand

Monthly Spotlight: Putting HiddenLevers to the Test

Event Description: Do you tell your clients risk is just a number? With Orion’s 3D Risk Tolerance Questionnaire and the capabilities in HiddenLevers’ stress testing, we can show you how risk is not just another number. HiddenLevers is one of the industry’s highest regarded tools in business intelligence, risk analytics, and economic research providers. The cloud-based platform can be used to gauge risk tolerance, stress test portfolios, and build recommendations that minimize risk while increasing the probability of meeting a client’s future goals. Join Phil Colling, AVP, Business Development, and Clark Jeffries, AVP, Business Development, as they walk you through how HiddenLevers can amplify your expertise with the tools’ capabilities and our success story with RFG Advisory.

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

Beacon Operational Excellence Roundtable

Event Description: Orion is excited to participate in the 2022 Beacon Operational Excellence Roundtable April 20–22. This event is an invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions and community Q&A sessions. In attendance from Orion will be Todd Bertucci, SVP Enterprise Sales and George Svagara, SVP Regional Sales

CFA Society of Philadelphia Diversity & Inclusion Conference

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.

Finding the Perfect Match: A New Network for Transitioning Advisors

Event Description: Advisors who are thinking about breaking away or transitioning have big emotional and financial decisions ahead of them. To aid these big decisions and help advisors, we have created the Orion Network, which is an online community of elite advisors and digital marketplace to connect advisors and independent RIA firms exploring M&A opportunities. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions. In this webinar, we are bringing in two members of our network, Mariner Wealth Advisors and The Financial Services Network, who are recruiting new advisors this year. Brian Leitner and Tom Croxton will engage in a Q&A session with Orion’s Josh Benson covering topics on the key to success for transitioning advisors, what advisors should consider as they weigh the decision of tucking under another firm, and more information on their perspective of the industry today and moving forward.

On Demand