Investing For The Long Run: How Hedged Equity Can Help Investors Stay The Course

Wednesday, April 12, 2023 | 2:00 PM ET • 11:00 AM ET

FEATURED SPEAKERS

MODERATOR

Sharon French
President, Asset Management
TIFIN

Presenter

Rob Swan
Portfolio Manager, COO
Swan Global Investments

Presenter

Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP®
Client Portfolio Manager
Swan Global Investments

In the 2022 ‘Everything Bear Market’ diversification failed investors when they needed it most, leaving them to search for new answers to mitigate risk. 

Now heightened market volatility, spurred by bank failures, yield curve inversion, and sticky inflation has investors understandable nervous—even to the point of reconsidering their financial plan. 

Join the conversation with TIFIN and Swan Global Investments as they dig into how diversification has failed investors for decades, not just in 2022, and how to navigate this uncertain market. 

Topics covered in this webinar include: 

• The ‘Correlation Conundrum’ & breakdown of diversification;
• The source of rising correlations on portfolio construction; and
• How hedged equity can help by combining inversely correlated components to seek while mitigating risk.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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