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Webinars

Swan Global Investments

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Investment Masterminds

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April 1, 2024
Seeking Sustainable Income Regardless of Fed Policy With VettaFi
February 5, 2024
Episode 51 | "Special Segment with Yohance Harrison"
January 30, 2024
Episode 50 | "Addressing Economic Uncertainty"
January 25, 2024
Quarterly Update 2023 Q4 Q4 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
December 20, 2023
Does Portfolio Construction Matter? With VettaFi
December 20, 2023
Special Segment with Cameron Dawson
November 13, 2023
Episode 49 | "From Rally to Recession"
October 26, 2023
Quarterly Update 2023 Q3 Q3 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
October 26, 2023
Episode 48 | "Shifting the Gender Paradigm -The Role of Male Allies"
October 3, 2023
Episode 47 | "Running With Grace" An Interview with Founder , CEO, and WSJ Best Selling Author, Lori Van Dusen Join Investment Masterminds for an extraordinary conversation featuring Barron’s Hall of Fame CEO, Lori Van Dusen, where she shares her motivation for writing Running with Grace.
October 2, 2023
VettaFi Webcast | Perfect Landing or Perfect Storm? In this upcoming webcast, Swan Global Investments and VettaFi will discuss the benefits and risks of hedged equity strategies and the best practices for financial advisors when utilizing these alternative strategies to address market risks.
September 15, 2023
VettaFi Webcast | Smooth Sailing or Storms Ahead? In this upcoming webcast, Swan Global Investments and VettaFi will discuss the benefits and risks of hedged equity strategies and the best practices for financial advisors when utilizing these alternative strategies to address market risks.
September 6, 2023
Episode 46 | "From Riskalyze to Nitrogen" An Interview with Co-Founder & CEO, Aaron Klein
August 21, 2023
Episode 45 | Facts VS Feelings with Carson Group's Sonu Varghese and Ryan Detrick
July 27, 2023
Quarterly Update 2023 Q2 Q1 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
July 26, 2023
Episode 44 | Does the Prize Match the Odds w/ Zoë Brunson of AssetMark
July 17, 2023
Episode 43 | Portfolio Repositioning Ideas for the 2nd Half of 2023 Join our Lead Portfolio Manager and CEO, options expert Randy Swan for this segment on portfolio repositioning ideas for the 2nd half of 2023!
July 11, 2023
Episode 42 | Tips, Tactics and Tools for Expanding Your Brand Through Social Media Join this session of Investment Masterminds as Domenick D’Andrea, Co-Founder of DanDarah Wealth Management shares his tips tactics and tools for expanding your brand through social media.
April 26, 2023
Quarterly Update 2023 Q1 Q1 2023 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
April 21, 2023
Episode 41 | Paradigm Shift: A Guide to Becoming the Business Owner's Advocate of Choice Join this session of Investment Masterminds as Chief Exit Officer, Brian Callanan shares how he assists advisors in building relationships with business owners through creating exit planning strategies designed to increase valuations.
March 23, 2023
Episode 40 | The Evolution of Artificial Investment in Portfolio Design Join this special session on innovation in investing with our Guest Speakers from StockSnips who have a unique way of assessing individual equity value through gauging investor sentiment.
March 17, 2023
VettaFi The Correlation Conundrum Join VettaFi and Swan Global Investments as they dig in to how to address correlation convergence and navigating an uncertain market.
March 8, 2023
Episode 39 | "Find Your Freedom" With Jamie Hopkins Join Jamie as he discusses his latest book, "Find Your Freedom", Financial Planning for a Life on Purpose.
February 8, 2023
Episode 38 | The Role of Tax Planning in Supporting Advisor Alpha Join Debra, founder of Taylor Financial Group, on Investment Masterminds for this complimentary session on the topic of Tax Planning for high-net-worth clients.
January 31, 2023
Episode 37 | Economic Outlook with Ryan Detrick of Carson Wealth Please join Investment Masterminds special guest speaker, Ryan Detrick, Chief Market Strategist of $20 Billion Asset Manager, Carson Wealth.
January 18, 2023
Episode 36 | Stop Guessing & Start Hedging Tune in as CEO and Lead PM, Randy Swan shares his ideas of process vs prediction in this exclusive interview with Investment Masterminds.
December 21, 2022
Episode 35 | What's Missing From Your 2023 Business Plan with CEO Penny Phillips Join our expert Guest Speaker, Penny Phillips, Co-Founder, and CEO of Journey Strategic Wealth, as she shares her footprint for creating a strategic business plan.
December 15, 2022
Episode 34 | Solutions for the High-Net-Worth Market Hear from innovative CEO's from Third Wire Asset Management, Vested, and Banrion Capital as they discuss the evolution of Portfolio Alternatives.
November 30, 2022
Episode 33 | Females & Finance Join our expert panel as they share their journey of overcoming industry challenges in finding their path to sucess.
November 17, 2022
Episode 32 | Portfolio Overlays for High Net Worth Investors Understand how options may be used to reduce concentrated positions while attempting better tax efficiency for your clients.
November 3, 2022
Episode 31 | Rational Solutions for Irrational Markets Join our special guest, Randy Swan, CEO and lead Portfolio Manager of Swan Global Investments as he offers his view on today’s economic landscape, and Swan’s approach to mitigating risk through both rational and irrational markets.
October 20, 2022
Quarterly Update 2022 Q4 Q4 2022 Quarterly Update. Topics will include commentary on current market conditions, performance reports regarding our suite of hedged equity solutions, and research/analysis.
September 15, 2022
VettaFi Webcast | How Hedged Equity Strategies help Prepare for Bull and Bear Markets In this upcoming webcast, Swan Global Investments and VettaFi will discuss the benefits and risks of hedged equity strategies and the best practices for financial advisors when utilizing these alternative strategies to address market risks.
July 29, 2022
Episode 30 | "A Raincoat, Umbrella, or Storm Shelter Advisor Spotlight with Larry Sprung, from Mitlin Financial. A discussion about finding your niche and becoming great at what you do best.
June 28, 2022
Investment Masterminds Symposium Covering concepts to help improve your practice management and market knowledge as a financial advisor. 15 different speakers | 11 speaking slots | Over 5 Hours worth of content.
June 6, 2022
Episode 29 | Building Your Legacy by Embracing Your Passion Advisor Spotlight with Larry Sprung, from Mitlin Financial. A discussion about finding your niche and becoming great at what you do best.
June 1, 2022
Episode 28 | Model All-weather Portfolios with Founder & CEO of Swan Global Investments Tackling the topic of hedging market risk and attempting more consistent long-term outcomes through full market cycles with Founder & CEO of Swan Global Investments.
May 31, 2022
ETF Trends | Irrational Exuberance Revisited Challenging market conditions investors are facing today, highlight factors driving market volatility, and review an alternative strategy that can help financial advisors navigate the many risks and challenges ahead.
May 4, 2022
Episode 27 | Outlook & Opportunities in a Volatile Market Guest Sam Stovall As Chief Investment Strategist of CFRA, Sam Stovall focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, as well as two other investment books, and writes a weekly investment piece on CFRA's MarketScope Advisor platform.
April 20, 2022
Episode 26 | Guest Speaker, CEO JaQ Campbell, as she shares Her story of becoming a successful entrepreneur, philanthropist, and advocate for Investment Literacy. Join this bonus "Podcastinar" session of Investment Masterminds with Special Guest Speaker, CEO JaQ Campbell, as she shares Her story of becoming a successful entrepreneur, philanthropist, and advocate for Investment Literacy.
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