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July 2014

Client Portal Webinar: July 31

July 31 @ 1:00 pm - 2:00 pm

Join us for a webinar to see all the exciting enhancements in the new Orion Client Portal. Register Here

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August 2014

August Tech Lab

August 6 - 7
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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The Laser App Conference 2014

August 12 - 15
San Diego Marriott Marquis & Marina,
333 West Harbor Drive, San Diego, CA 92101 United States
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The Laser App Conference 2014 is specifically designed to bring financial firm executives into a collaborative environment. You will learn about new technology, watch live demonstrations of integrated solutions, pick up on industry trends, ask questions of your peers, and take home actionable information.

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September 2014

September Tech Lab

September 3 - 4
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Insider’s Forum 2014

September 9 - 11
Hilton Anatole,
2201 N Stemmons Fwy, Dallas, TX United States
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Bob Veres’ Insider’s Forum conference is the real-world extension of Inside Information (www.bobveres.com), a master study group…

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Junxure Advisor Conference

September 15 - 16
Four Seasons Hotel Las Vegas,
3960 Las Vegas Blvd., Las Vegas, NV 89119 United States
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The Junxure Advisor Conference brings together the advisor community to share the latest trends, best practices, and new ideas that help firms leverage technology toward growth and profitability.

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Major Firms Symposium 2014

September 19 - 20

The Financial Planning Association provides the Major Firms Symposium 2014 as an opportunity to engage with a community of senior executives as well as a variety of strategic offerings, designed exclusively for institutions and firms that deliver financial planning. Connect with a community of like-minded professionals Participate in world-class educational events Get access to award-winning publications and research products And more!

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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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