“Smooth Sailing or Storms Ahead?”

Speakers: Todd Rosenbluth, Head of Research VettaFi, Marc Odo, Client Portfolio Manager Swan Global Investments, Rob Swan, COO and Portfolio Manager Swan Global Investments

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 and VettaFi for a webcast unpacking how hedged equity is positioned for both bull and bear markets.


  • Compare the risk/reward of various hedged equity strategies
  • The active versus passive methodologies as applied to hedged equity strategies
  • How a combination of different options-based or hedged equity strategies can help
    address current market risks
  • How financial advisors can incorporate hedged equity strategies into a diversified

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