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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.

Ed Talk 1: From Bleak to Dire: The Outlook for Bonds in the Wake of COVID-19

In this webinar, Marc Odo will revisit the trends and concerns raised a year ago in his Bleak Future of Bonds and explore how they have been exacerbated by the COVID-19 pandemic. He will outline the dangerous impact of the stimulus on bond markets, how the fiscal outlook is making it worse, and offering advisors a way to address the allocation challenge going forward.


December 1 - 22, 2020