Swan Events

We host a number of Swan Events each year dedicated to helping advisors differentiate and grow their practices.


Discover opportunities to attend or hear from industry thought-leaders along with Swan PMs or Research Director at major advisor conferences below on our Swan Events board.

Regional Due Diligence Events

The Defined Strategy Strategy complements traditional investment management – a 10th Box to the 9-Style approach.


We host regional events in order to build a meaningful dialogue with advisors about the key takeaways and insightful research from our annual events: the Swan CIO Summit and the Swan Wealth Forum.

– Intimate, round-table meeting format with Swan PMs and Director of Research.

– Peer discussions of solutions to challenges for your clients, and your business!

Wealth and Retirement Advisor Collaboration

Our mission for the Swan Wealth Forum is to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing advisors.


Engage with portfolio managers, CIOs, practice management experts, platform and Fintech executives, and research professionals through interactive presentations, panel discussions, receptions, and dinners.


Participation is by invitation only to ensure diversity of opinions from industry experts and a high level of intellectual exchange.

Swan on the Road

Conference Name: IWI Advisor Forum
Date & Location: Feb 11-12, NYC
Swan Guest Speaker: TBD
Topic: TBD


Conference Name: Swan Defined Risk Solutions
Date & Location: April 9th, Dallas/Ft. Worth
Swan Guest Speaker: Sean McCaffrey
Topic: Building & Protecting Firm Valuation


Conference Name: Riskalyze Fearless Investing Summit
Date & Location: October 2-4, Boston
Swan Guest Speaker: Randy Swan
Topic: TBD

More About Swan and the Defined Risk Strategy