Now On Demand • 1 CE Credit
Always Invested. Always Hedged. Built for This Moment. The Case for Active Hedged Equity in a Structurally Challenged Market
• 1 CE Credit
With bonds no longer reliably offsetting equity risk, valuations stretched to near Dot-com levels, and the Fed trapped between inflation and slowing growth, traditional diversification is under structural pressure. Join Swan Global Investments for a timely look at how Swan’s actively-managed Defined Risk Strategy is positioned to deliver equity participation with meaningful downside mitigation, without caps, outcome windows, or calendar risk.
Speakers
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
Director of Research
Swan Global Investments
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP® is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.
Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
Director of Research
Swan Global Investments
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP® is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.
Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.
Rob Swan manages and implements the Swan Defined Risk Strategy as Portfolio Manager, including investment management and trading as well as development and maintenance of proprietary technology, enabling Swan to scale and execute the DRS across multiple platforms and thousands of accounts. He also provides daily oversight of Swan operations as COO. Rob’s earlier career has ranged from flight-test engineering and computer aided design software development at the Boeing Company, to director of operations and part owner of a leading web service automation provider. His analytical, technical, and computing skills have been developed and applied since 1988 in production software development, computer automation, process design and standardization, business and technical process modeling, and aerodynamics engineering.
Rob Swan manages and implements the Swan Defined Risk Strategy as Portfolio Manager, including investment management and trading as well as development and maintenance of proprietary technology, enabling Swan to scale and execute the DRS across multiple platforms and thousands of accounts. He also provides daily oversight of Swan operations as COO. Rob’s earlier career has ranged from flight-test engineering and computer aided design software development at the Boeing Company, to director of operations and part owner of a leading web service automation provider. His analytical, technical, and computing skills have been developed and applied since 1988 in production software development, computer automation, process design and standardization, business and technical process modeling, and aerodynamics engineering.
Register Now!
Already have an account? Sign in
*Required Fields