WEBCASTS

Smooth Sailing or Storms Ahead?

After a brutal 2022, the S&P 500 has rebounded. Midway through 2023 advisors are left with many questions about the trajectory of the market.  Hedged equity might be a solution to navigate these uncertain times.

Join the experts at Swan Global Investments for a webcast unpacking how hedged equity is positioned for both bull and bear markets.

September 11, 2023
10am PT | 1pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • The bull and bear cases for the market  
  • The "correlation conundrum" as asset classes move in lock-step 
  • Portfolio construction ideas featuring hedged equity  

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

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
VettaFi

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