A Collaborative Forum for Investment Leaders
Connect. Collaborate. Lead. Be part of The Trading Floor, a private forum where the brightest minds in the industry come together to navigate challenges, share strategies, and shape the future.
What Is The Trading Floor?
As an investment leader, you're expected to stay ahead of market trends, navigate regulatory shifts, and deliver exceptional results — all while managing complex teams and strategies. But you don't have to go it alone.
The Trading Floor is an Orion-sponsored community group, exclusively for investment leaders. In this forum, you can gain new perspectives from peers who share your challenges but approach them from different vantage points, by participating in a free exchange of insights and ideas in a confidential, sales-free environment.
Our hope is that you can help build a community and cultivate relationships with a network of like-minded leaders who truly understand the pressures and opportunities you face in your role.

Exchange Ideas.
Build Community.
Grow Together.
- Peer Insights: Gain ideas and strategies from peers facing similar challenges.
- Unfiltered Dialogue: Discuss the issues that matter to you in a confidential, trusted environment.
- Actionable Takeaways: Walk away with fresh insights to elevate your strategies and decision-making.
Who Should Join?
- CIOs and senior investment leaders seeking peer-to-peer insights on managing portfolios, navigating market dynamics, and leveraging technology.
What to Expect?
- Monthly virtual discussions, guest speakers, and a forum for candid conversations.
Why Join?
- This is your opportunity to connect with peers who understand the complexities of your role and are eager to collaborate.
Join the Conversation That Matters
Be part of an exclusive group of CIOs and investment leaders shaping the future of finance. Request your invitation today and start exchanging insights, strategies, and solutions with peers who understand your world.
This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.
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