Swan Global Investments – Redefining The Modern Portfolio: Challenging Conventional Wisdom in an Unconventional World – 9.25.20

Overview:
Title: Redefining The Modern Portfolio: Challenging Conventional Wisdom in an Unconventional World
Date: Friday, September 25, 2020
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Summary:

Now On Demand.

While 2020 has been a year to forget, it’s not over yet. In the aftermath of COVID-19, capital markets appear unhealthy. The outlook is dire for bond returns, while equities seem irrationally exuberant yet again. The challenge of allocating capital, managing risk, and keeping clients invested has intensified. What should the ‘modern portfolio’ look like going forward? See how hedged equity can remedy portfolio construction challenges and serve the best interests of long-term investors and retirees.

Speaker:
Gib Watson, III, CIMA® Gib Watson, III, CIMA® Chief Strategy Officer Swan Global Investments

Gib Watson is Chief Strategy Officer at Swan Global Investments, LLC, a leading provider of hedged global equity solutions, separately managed accounts, and mutual funds. Gib has more than 30 years’ experience as an advisor, entrepreneur and full-cycle executive in the wealth management industry. After leading the Wealth Management and Executive Financial Counseling divisions at Asset Management Group (now AMG National Trust Bank) and serving as National Managing Director of the Investment Advisory Services practice for KPMG LLP, he learned the art and science of advising ultra-high net worth families and corporate executives in all phases of personal finance and investments. Gib is a graduate of Lafayette College and earned his MA and MBA degrees from Wake Forest University. He’s been an RIA since 1985 and also earned his Certified Investment Management Analyst (CIMA®) certification through the Investments & Wealth Institute (formerly IMCA) at The Wharton School.