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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. Having spent several years as a trusted external advisor to Swan Global’s executive team, and as a former due diligence analyst who was impressed with the quality of the firm, the quality of the people, and the quality and consistency of the rules-based investment process, he accepted this newly created role to help the Company achieve its growth and profitability objectives. In this capacity, he’s responsible for the firm’s P&L statement and is tasked with driving strategic initiatives in the areas of distribution, external partnerships, operations, technology, product development, and marketing.

Watson 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. He also gives back to our community by serving on the Board of Directors of the Economic Club of Colorado, the Board of Visitors of the Wake Forest University School of Business (his alma mater), and he’s involved on the Advisory Board of the Fellowship of Christian Athletes. As Colorado residents, he and his family are avid skiers, outdoor sports enthusiasts and big-dog lovers.

 

Workshop 7: Addressing Client Demand for Personalization with Portfolio Overlays

Unpack how portfolio overlays can help you deliver the personalization that investors increasingly demand without sacrificing scale or increasing operational lift, while serving their risk management and income needs in a low yield world.

 

Friday, May 29, 2020

11 – 11:50 a.m.