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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.

Beacon Roundtable

Event Description: Beacon weaves together enterprise wealth firm leaders and marketplace solution providers, along with current experience case studies to draw out critical thinking and uplift awareness for their attendees. Orion’s, George Svagera SVP of Business Development and Ryan Donovan SVP of Business Development will be joining the Compliance, Operational Excellence, and Firm Leadership discussions. Click HERE for more information!

Lincoln Financial Group & Brinker Capital Investments

Event Description: Brinker Capital Investments’ Maureen Blumenthal, Relationship Manager of National Accounts, and Ali McCarthy, PhD Head of Practice Management will be taking part in practice management discussions with LFN staff on Wednesday, June 9th from 3:45pm – 4:30pm ET. The discussions provide an opportunity to engage with staff by sharing practice management best practices, success stories, and also answer questions. Click HERE for more information!

Portfolio Recipes: The Dynamic Portfolio

Event Description: With rapid changes in the economy and markets, many investors expect that their portfolios should also adjust. After years of passive investment approaches leading the way, the markets recently shifted in favor of more active and more dynamic investment management strategies to take advantage of those changes. This month we bring you a strategist pairing and sample portfolio recipes that can help investors adapt as the world quickly changes.

On Demand

Capture China’s Growth and Innovation with KraneShares’ Model Portfolios

Event Description: KraneShares constructs differentiated core, strategic, and thematic model portfolios within Global, Emerging, and Chinese markets. With China playing a more critical role in the global economy, they seek to provide strategies that capture China’s importance as an essential element of a well-designed investment portfolio. Learn more about KraneShares China & EM Models available on Orion Communities.

On Demand

FeeX + Orion: A First of Its Kind Integration for Managing Held Away Accounts

Event Description: Orion advisors now have access to a value-added service that allows them to trade and manage held-away client assets through our new partner, FeeX. The new data feed is the first-of-its-kind integration allowing advisors to shift from simply making suggestions to truly managing and trading held-away accounts. Learn how you can use the new integration to obtain a 360 view of all client assets, and take quick action when needed. Join Eddie Sempek, Orion’s SVP of Strategic Relationships, and Dave Goldman, FeeX’s Vice President of Business Development, for an overview of the new value-added service and benefits now available to advisors in the Orion Client Portal.

On Demand

Exclusive Insights from Josh Brown, Presented by Orion

Event Description: For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. The firm even created a loyalty program that would discount fees for clients who invested with them for three or more years—a plan that has garnered national headlines since Ritholtz opened their doors in 2013. During a live, interactive panel discussion on May 18 at 3 PM CT, Brown (also known as “The Reformed Broker”), Ritholtz Wealth Management’s COO Nick Maggiuilli, and Director of Wealth Management Kris Venne will provide a behind-the-scenes look at how this strategy came to be. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!

On Demand

Portfolio Recipes: The Inflation Hedge Portfolio

Event Description: Welcome to the third episode of Portfolio Recipes! In this installment, Orion’s Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, cooks up a pairing to combat the industry’s rising inflation speculation. The Inflation Hedge Portfolio blends Brinker Capital’s Real Assets ETF strategy with Main Management’s International strategy, using the power of diversification to mitigate inflation risk and help advisors deliver risk-appropriate returns for their clients. During the webinar, Rusty will be joined by Kim Arthur, Chief Executive Officer and Chief Investment Officer at Main Management, and Grant Engelbart, Senior Portfolio Manager at Brinker Capital Investments. Don’t miss out! Join us to learn more about: 1) The rise of inflation and inflation expectations, and the growing concern among advisors and investors about how to hedge inflation risk 2) How the combination of Main Management’s and Brinker Capital’s strategies can help hedge inflation 3) How you can leverage valuable resources available through Orion Portfolio Solutions.

On Demand

InvestmentNews RIA Tech for Breakaways – How to leverage technology to make going RIA easier

Events Description: There are few topics more top-of-mind for “breakaway advisors” than technology. In fact, the desire for better tech is often a top reason why advisors consider breaking away in the first place. To be sure, there is no shortage of RIA Tech out there. So, determining what should (and should not) be in your RIA “Tech Stack” can be a daunting task. Join InvestmentNews and Orion’s President, Noreen D. Beaman, for this panel discussion and let these industry thought leaders help you parse through the many options.

On Demand

InvestmentNews RIA Breakaway Compliance Webcast

Events Description: Join InvestmentNews and Orion’s Compliance Director, Kristopher Heig at 4 PM ET for a webcast focused on RIA compliance and doing a deeper dive, specifically into how tech is helping RIAs stay compliant.

On Demand