Know Your Alternatives: A User’s Guide for Implementing Alternative Strategies

In 2022, both fixed income and equities stumbled, creating greater focus on alternatives. As market headwinds continue to remain strong, investors are increasingly turning to alternative strategies to increase diversification, address higher rates, and mitigate risk. Join the experts at Swan Global and VettaFi for a webcast that digs into where alternatives can fit in a portfolio.

June 14, 2023
11am PT | 2pm ET
1 CE Credit
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Topics will include:

  • Assess risks and return possibilities in various non-traditional strategies.
  • A due diligence framework for analyzing alternatives.
  • A portfolio construction primer that explores how alternatives complement each other as well as traditional strategies

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®

Client Portfolio Manager
Swan Global Investments

Rob Swan

COO and Portfolio Manager
Swan Global Investments

Todd Rosenbluth

Head of Research

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