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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.

Pathways to Growth: Advisor Benchmarking Study

Event Description: Capital Group’s, Mike Van Wyk, will present the findings from their 1,500 person Pathways to Growth Advisor Benchmark Study that set out to uncover the behaviors and habits of high-growth practices. It lays out the three key focus areas of Always-On Acquisition, Relationship Alpha, and Strategic scale and shares insights on how advisors seeking to grow their practices can shift their behaviors toward higher-value activities. Additionally as part of the webinar, in Fuel Growth with a COI Engagement Strategy, Paul Cieslik, also of Capital Group, will teach about the science of referrals and how to apply it in building professional partnerships among the centers of influence (COIs) of your most engaged clients. You will learn: 1) The science of referrals, especially the concept of social currency 2) How to identify engaged clients who are most likely to be a source for COI introductions 3) Step-by-step ways to build relationships with COIs

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | August 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 Sustainable Portfolio

Event Description: Sustainable investing is here to stay. Don’t miss this webinar! If you are hearing more and more about sustainable investing, there is good reason. Socially responsible investing is not only ethical or “green” it is also an investment strategy growing in popularity. Help satisfy your clients’ commitment to social and environmental change with this new portfolio recipe. Sustainable investing is here to stay. Don’t miss this webinar. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Amanda Toner, Director, Multi-Asset Management & Solutions team with BlackRock, and Aaron Scully, Portfolio Manager with Janus Henderson for our latest installment of Portfolio Recipes.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | July 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: Rising Rates Portfolio

Event Description: Many advisors are worried that interest rates will move high in the years ahead. And for good reason… With longer-term interest rates already well above their 2020’s lows and with inflation readings at multi-decade highs and threatening to go higher, many advisors want to know which strategies will perform better in rising rate environments and how these strategists are adapting to such an environment. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jonathan Scheid, CFA, AIF, Managing Director, Solutions at Buckingham Strategic Partners, and Glenn Dorsey, CFA, CAIA, Senior Vice President and Head of Client Portfolio Management at Clark Capital Management Group for our latest installment of Portfolio Recipes.

On Demand

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