VIRTUAL EVENTS
Year-End Repositioning: Navigating Uncertain Markets Priced for Perfection
With equity markets stretched and the path for Treasuries unclear, advisors need tools that offer flexibility and control.
Join us and the experts at Swan Global for a break down how active options strategies can enhance income, manage downside risk, and provide a strategic edge when repositioning portfolios for an uncertain 2026.
SUMMARY
Topics covered will include:
- An overview of 2025's ups and downs
- The short-term and long-term challenges that lie ahead
- How Swan's actively managed option strategies have an edge in hedging and generating income
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, The ETF Institute for the CETF® designation 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®
Director of Research & Client Portfolio ManagerSwan Global Investments
Rob Swan
COO and Portfolio ManagerSwan Global Investments
Chris Hausman, CMT®, CAIA®
Senior Portfolio Manager, Managing Director-RiskSwan Global Investments
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
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