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Swan Webinars2017-08-08T12:04:19+00:00

Swan Webinars

Swan Webinars - Sign Up and Learn about the Defined Risk Strategy

Below you will find various webinars where you can learn more about the Defined Risk Strategy at your convenience.

Click here to register for upcoming webinars and updates.

Swan Webinars and Recorded Events

Introduction to the DRS


How it Works and Solves Investment Challenges

Advi­sors and investors face a his­toric Dual Dilem­ma:

  • Fixed Income is chal­lenged: Low yields pun­ish savers, yet increas­es in rates threat­en cap­i­tal.
  • Equi­ties are chal­lenged: Investors face slug­gish glob­al growth while most can­not afford anoth­er large draw­down and long recov­ery.

Investors need a solu­tion to help them remain invest­ed for growth while seek­ing pro­tec­tion of cap­i­tal. Learn more about the Defined Risk Strat­e­gy, and how this uncon­ven­tion­al approach is dis­tinc­tive­ly designed to help investors tack­le this dual dilem­ma.

Diving into the DRS


An Insider’s Guide to the Defined Risk Strategy

Invest­ing is about out­comes.

Take a deep­er dive into the Defined Risk Strat­e­gy (DRS) and learn how since incep­tion in 1997 this uncon­ven­tion­al hedged-equi­ty approach has post­ed an envi­able track record of con­sis­tent out­comes with reduced volatil­i­ty across full mar­ket cycles.

Lis­ten to Sean McCaf­frey, Man­ag­ing Direc­tor and Head of Dis­tri­b­u­tion, review the phi­los­o­phy and invest­ment approach dri­ving the Defined Risk Strat­e­gy (DRS), and how the DRS unique­ly address­es the chal­lenges fac­ing investors today and beyond.

Quarterly Round-Up


Lis­ten to Randy Swan CEO/PM of Swan Glob­al Invest­ments and oth­er Swan per­son­nel address a wide range of top­ics includ­ing port­fo­lio and options strat­e­gy, strat­e­gy per­for­mance, mar­ket insights, review of research and more.