Active Strategies for Active Markets: Why Active Matters with Options Strategies – Swan Global Investments – 5.13.25

Overview:
Title: Active Strategies for Active Markets: Why Active Matters with Options Strategies
Date: Tuesday, May 13, 2025
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Turbulence has rocked global equity and bond markets. Investors, seeking alternative ways to manage risk or generate income, have piled into the once niche Options-Based category that offers a plethora of strategies to do both.

So it’s critical for investors and advisors to ‘know what they own’ regarding the mechanics, risks, and benefits of strategies in this rapidly expanding space.

Join the experts at Swan Global for a timely and educational exploration of options-based investing, the benefits of active management of option strategies for hedging or income generation, as well as, implementation ideas.

Topics covered will include:

  • Morningstar’s options category changes
  • Pros and cons of active vs passive options strategies
  • Timely implementation ideas for options-based strategies

Accepted for 1 CFP / IWI / CFA CE Credit

Not able to attend? Register now and you’ll receive replay information by email when available.

Speakers:
Marc Odo Marc Odo  CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP® Director of Research and Client Portfolio Manager Swan Global Investments

Marc Odo is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.

Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.
Rob Swan Rob Swan COO and Portfolio Manager Swan Global Investments

Rob Swan manages and implements the Swan Defined Risk Strategy as Portfolio Manager, including investment management and trading as well as development and maintenance of proprietary technology, enabling Swan to scale and execute the DRS across multiple platforms and thousands of accounts. He also provides daily oversight of Swan operations as COO.

Chris Hausman Chris Hausman, CMT®, CAIA® Senior Portfolio Manager, Managing Director- Risk Swan Global Investments
Chris Hausman focuses on risk assessment and management for the Defined Risk Strategy investments and positions. He monitors risk across all of Swan’s portfolios and as a member of the Investment Management Committee contributes to strategic decision making as well as serving as an additional layer of oversight for the trading team. As a Chartered Market Technician®, he also acts as Chief Technical Strategist at Swan Global Investments.

Earlier in his career, Chris was a Senior Market-Maker for Wolverine Trading and traded on the floor of the Chicago Mercantile Exchange, trading options on the S&P 500 futures index, and on the Pacific Stock Exchange, trading options on Microsoft. He also spent time as lead instructor for the International Trading Institute Ltd., teaching option strategies and risk management techniques to market makers and traders from around the world. In addition, he also spent time in roles as Senior Portfolio Manager, Chief Portfolio Strategist and Director of Trading Operations for Saliba Portfolio Management, a hedge fund specializing in overlay solutions in Chicago, IL.

Chris is a member of the CMT® and CAIA® Associations and is a graduate of the University of Pennsylvania’s Wharton School of Business with a Bachelor of Science Degree in Economics. He has spoken on numerous panels regarding option strategies including speaking at Cboe’s Risk Management Conference and is a former co-host for the The Advisor’s Option podcast on The Options Insider Radio Network.

Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS). Please note that registration of the Advisor does not imply a certain level of skill or training. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance. This communication is informational only and is not a solicitation or investment advice. Further information may be obtained by contacting the company directly at 970-382-8901 or www.swanglobalinvestments.com.