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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.

Market Perspectives: The Importance of Fixed Income

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.

On Demand

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

The Downside Protection Portfolio Recipe

Event Description: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky. Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during these sustained drops. In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.

On Demand

MassMutual Academy Virtual Event

Event Description: Orion is proud to support the MassMutual Academy virtual event as both a sponsor and a content provider. Amy Magnotta, Head of Discretionary Portfolios will be presenting on Brinker Destinations on Tuesday, March 29th at 10:00am EST and Orion’s booth will be a part of MML’s virtual Product Fair.

2022 Client One Summit

Event Description: Orion is proud to support the ClientOne Securities Summit as an exhibiting sponsor and content provider, where Brett Leach, Regional Vice President will be presenting on How to Attract and Retain High Net Worth Clients. Every year, the Client One team gathers to rekindle relationships, explore new opportunities, and collaborate with registered representatives and advisors.

Orion Portfolio Solutions: Performance, Flows, & Positioning | February 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

Ameritas BREAKTHROUGH 2022 AIC & AAS Forum

Event Description: Orion is proud to support the Ameritas: Breakthrough AIC/AAS Forum as a Gold Sponsor. Our team will be attending and presenting content at this annual conference in Ft. Lauderdale, Florida and look forward to connecting with existing partners and clients.

Cutting Through the Jargon: Helping Your Clients Understand Important Economic Terms

Event Description: Your clients likely watch the news and hear terms such as GDP, inflation, indicators, and more. In the daily news, these terms can be misused or wrongly interpreted giving your clients an inaccurate understanding of the economy and its effects on their finances. This webinar will share how you can explain these financial terms in a way that makes sense to your clients. Tim Holland, CFA, Chief Investment Officer at Orion, will do a deep dive into explaining these terms and why they are important to your clients and their portfolios. Setting this baseline knowledge for your clients will not only improve your relationship and communication with them, but also help your clients to have a better understanding and response to economic events such as downturns and volatility.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | January 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