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October 2014

Elite Advisor Forum presented by Gradient Investments

October 1 - 3

Orion will attend the Elite Advisor Forum in October 2014, presented by Gradient Investments, LLC.

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Financial Advisor & Private Wealth Asset Manager Showcase

October 1 - 2
Hyatt Regency Boston,
One Avenue de Lafayette, Boston, MA 02111 United States
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The goal of the Asset Manager Showcase is to streamline the traditional due diligence path for Financial Advisors, RIAs, Research Managers and Portfolio Managers by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships. Each event will attract over 100 leading RIAs, financial advisors, due diligence officers, fiduciaries and research managers, for a day and a half of presentations focused on the investment capabilities and insights of up to 24 select investment management firms and their sub-advisors….all under one roof! Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels. Advisors and gatekeepers gain insight from individual portfolio manager, and subject matter presentations covering a broad range of highly relevant and timely topics. Benefit from one on one meetings along with group networking opportunities available throughout the event. Get the latest thinking on current events and insight on how leading portfolio managers are implementing their strategies in today’s volatile market

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Tiburon CEO Summit XXVII

October 7 - 8
Ritz Carlton Hotel, San Francisco,
600 Stockton Street, San Francisco, CA 94108 United States
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Tiburon’s CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon’s CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities.

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Excell 2014

October 8 - 10

Peak Advisor Alliance’s passionate community is an integral part of why Peak members are so successful. Advisors need to know they are not in this alone, and that others are out there who share similar goals, challenges, and triumphs. So we created an atmosphere to make this possible. The Excell 2014 conference is truly unlike any other industry meeting an advisor could attend. It connects Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices. One of the key differentiating factors is the willingness of each attendee to openly share what they are doing that makes them successful.

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The ADVocate RIA Symposium

October 13 - 15

As the nation’s largest independent broker-dealer, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

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November 2014

November Tech Lab

November 3 - 4
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Schwab IMPACT 2014

November 4 - 7
Colorado Convention Center,
700 14th St, Denver, CO 80202 United States
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2014 T3 Conference Enterprise Edition

November 11 - 13
Hilton – Downtown,
Atlanta, GA United States

The 2014 T3 Conference Enterprise Edition is an opportunity for Broker/dealer executives, Chief Technology Officers and heads of larger RIA firms to meet with technology solutions providers in an intimate setting.

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December 2014

The MarketCounsel Summit

December 8 - 11
Four Seasons Hotel Las Vegas,
3960 Las Vegas Blvd., Las Vegas, NV 89119 United States
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The MarketCounsel Summit affords a conference experience like none other. That’s because it’s created by those who question everything about the value of the traditional conference. A great conference is host to important conversations, a forum for debate and dialogue among the best and brightest in the industry, all with an objective to advance the industry in a thoughtful and purposeful manner. The Summit will assess the diverse and expanding array of options within the scope of independence in the securities industry, all through the lens of an entrepreneur navigating through a highly-charged regulatory environment. With riveting general sessions that tell a story and time in between to challenge and elaborate, attendees always leave armed with an array of knowledge, from big picture strategy to actionable tactical advice they can take back to the office. At the MarketCounsel Summit, the magic starts on stage but quickly flows to relationships that are developed outside of the educational curriculum. Evenings are filled with opportunities to network and continue the conversation.

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February 2015

2015 T3 Conference Advisor Edition

February 12, 2015 - February 14, 2015
Hilton – Anatole,
Dallas, TX United States

The 2015 T3 Conference Advisor Edition is an opportunity for independent advisors and their staff to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.

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