WEBCASTS
Hedged Equity: For the Best of Times, for the Worst of Times
In today’s uncertain times, hedged equity strategies are gaining traction. But which strategies might be best suited to ride out both bear and bull markets?
Join the experts at Swan Global Investments for an educational webcast on how an active approach to hedged equity can mitigate risk in volatile times and capture growth opportunities.
SUMMARY
Topics will include:
- An overview of risks underlying the market
- A deep-dive into the rapidly expanding universe of hedged equity strategies
- The advantages of active risk management in volatile or trending markets
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®
Client Portfolio ManagerSwan Global Investments
Rob Swan
COO and Portfolio ManagerSwan Global Investments
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
Options trading involves significant risk and is not appropriate for all investors. Complex strategies involve additional risk and you should carefully read the Characteristics and Risks of Standardized Options prior to implementing options strategies.
Investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy will meet its stated objective or provide positive performance over a period of time. This information has not been designed for any specific investor and does not constitute a recommendation to invest in the strategies mentioned. Any offer to invest in the firm’s investment strategies can be made by written agreement only.