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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.

2022 W Forum

Event Description:  Orion is proud to support the 2022 W Forum in Austin as an exhibiting sponsor. Each year, Advisor Group organizes the W Forum, focusing on supporting women financial professionals. Featuring intriguing speakers, valuable educational sessions and a myriad of networking opportunities, the W Forum event is a great opportunity to learn from industry experts and exchange ideas with Partners and peers.

Equitable Advisors Investment Practice Forum

Event Description: Orion is proud to be an ongoing supporter of the Equitable Advisors Investment Practice Forum as both an exhibiting sponsor and a content provider. On February 10, Dr. Daniel Crosby will be on the main stage to share insights on The Advisor’s Greatest Value.

Orion Portfolio Solutions: Performance, Flows, & Positioning | December 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll 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. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

HiddenLevers War Room: Fed Roulette

Event Description: With 10y + Crude Oil now at pre-pandemic highs, you’d guess investors would be more optimistic in the new year, but no. The growth to value narrative is busted and all eyes are on the Fed to tame 7% inflation – without setting off the recessionary tripwires. 1. Is the Fed action priced in, or will it trigger a further sell-off? 2. Has inflation peaked? 3. Why are banks tanking as rates rise? Join us as we narrow the unusually wide range of outcomes for potential Fed action, and assess whether the NASDAQ’s pain ends at 10%, in the next HiddenLevers War Room.

On Demand

Putting the Pullback into Perspective: A Look at Recent Market Volatility

Event Description: During times of market volatility, how can you provide support and guidance to investors to help maintain peace of mind for their long-term financial success? Join us as we take a deeper look into recent market events and discuss how to keep investors on track through all market cycles.

On Demand

Orion’s Outlook for 2022

Event Description: Join us for our 2022 outlook webinar! During this event, you will gain insight into the following areas: 1) Industry outlook and company update with Eric Clarke, CEO, and Noreen D. Beaman, President, 2) Our economic outlook from Tim Holland, CFA, Chief Investment Officer, 3) Behavioral investing tendencies from Dr. Daniel Crosby, Chief Behavioral Officer

On Demand

Portfolio Recipes: The Digital Assets ETF Strategy Portfolio

Event Description: Digital assets continue to garner attention, and so does the rollout of new digital assets ETFs. Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, on Tuesday, January 25 at 2:30 p.m. CT, with special guest, Grant Engelbart, CFA, CAIA, Senior Portfolio Manager at Brinker Capital Investments, and learn more about the Digital Assets ETF Strategy Portfolio.

On Demand

Monthly Spotlight: The Orion Tax Managed Solution

Event Description: Orion’s Head of Tax Managed Solutions, Andy Rosenberger, CFA, is back to answer all of your top-of-mind questions! Join us for this exclusive opportunity to hear from Andy and  get equipped to bring proactive tax management to every client.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | November 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll 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. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Portfolio Recipes: The Tactical Asset Allocation Portfolio

Event Description: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? If investors’ market participation expectations are as such, then tactical asset allocation strategies could make sense for their portfolios. 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 those sustained drops. Given the current state of the markets, with high valuations for stocks and low interest rates for bonds, many investors are looking for those investment strategies that can indeed adapt during periods of high market volatility. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he stirs up the Tactical Asset Allocation Portfolio, a tasty pairing featuring Howard Capital Management’s Vance Howard & PIMCO All Assets’ Jim Maturzo, CFA.

On Demand
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