WEBCASTS

Seeking Sustainable Income Regardless of Fed Policy

With multiple rate cuts likely in the coming year, investors are seeking new income strategies that may deliver regardless of Fed rate policy. Options writing has become increasingly popular, providing investors with diversity in the income sleeve of their portfolio.

Join the experts at Swan Global Investments and O’Shares to review the Swan Enhanced Dividend Income strategy that seeks sustainable income AND capital appreciation for your clients.

February 27, 2024
10am PT | 1pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • An overview of the challenges facing income seekers.
  • An exploration of the benefits of options-based income strategies.
  • A closer look at a distinct ‘active-active’ approach deployed in this strategy, key points of differentiation vs other options-income strategies, and where it fits in the income sleeve of your portfolio.

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.

SPEAKERS

Kevin O'Leary

Chairman
O'Shares Investments

Connor O'Brien

CEO and President
O'Shares Investments

Jeff Thomas, CRPC®

National Director of Advisor Advocacy
Swan Global Investments

Todd Rosenbluth

Head of Research
VettaFi

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