Hosts: Jamie Hopkins, Managing Director of Carson Coaching; Rob Swan, Portfolio Manager and Chief Operating Officer at Swan Investments; and Marc Odo, Client Portfolio Manager at Swan Investments
We are joined by two investment professionals at Swan Investments to discuss:
• Asset allocation and what Swan delivers with alternative investments
• Current challenges that advisors have in portfolio construction
• Where Swan sees hedge equity fitting in to address these challenges
• How Swan fits into a portfolio with various hedge equity offerings