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Marc Odo, CFA®, FRM®, CAIA®, CIPM®, CFP®

Client Portfolio Manager, Swan Global Investments

Marc Odo, CFA®, FRM®, CAIA®, CIPM®, CFP® is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.

Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.

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.