Hedged Equity As A Core Allocation – Swan Global Investments – 3.23.21

Overview:
Title: Hedged Equity: Why Now & Always
Date: Tuesday, March 23, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Advisors are seeking new ways to position client portfolios for growth while managing risk. Modern allocation models are considering hedged equity strategies as potential core components. Join our team of experts as we cover:

  • Equity Vs. Bond Vs. Hedged Equity Opportunities
  • Why Hedged Equity As a Strategic Allocation
  • Due Diligence & Implementation Strategies

Speakers:
Jamie Atkinson Jamie Atkinson Managing Director – Head of Global Sales Swan Global Investments

Jamie leads global distribution and is charged with expanding Swan’s business development and strategic partnerships across multiple institutional channels. Jamie has more than three decades of experience in the financial services industry, including six years as Senior Vice President, leading national sales for Sentinel Investments, a division of National Life Group and as a partner and Director of Business Development with LCM Group. In addition, he was Senior Vice President for Heritage Asset Management, legacy asset management arm of Raymond James Financial and also served in various senior roles at SEI, Alliance Bernstein, and Bank of America Investments.
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, CFP® Marc Odo, CFA®, FRM®, CAIA®, CIPM®, CFP® Client Portfolio Manager Swan Global Investments

Marc Odo, CFA®, CAIA®, CIPM®, CFP® 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.