The Options Insider

Options Insider Special Events: 2018 Swan CIO Summit, Part 4

by | Jul 25, 2018 | SWAN Global Advisor Forum

RIA Roundtable: Implementations for Wealth Management

Listen to Options Insider Special Events: 2018 Swan CIO Summit, Part 4

Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.

We are pleased to bring you audio from this event.

Part 4: RIA Roundtable: Implementations for Wealth Management

Moderator: Gib Watson III, CIMA – Managing Partner, Trident Wealth Management Consulting, LLC

Panelists:

  • Bill Harding, CFA – CIO, Jackson National Asset Management, LLC
  • Zoe Brunson, CFA – SVP Investment Strategies Group, Asset Mark, Inc.
  • Paul Courtney, CFA , CAIA – Co-Founder & Director of Research, SpringTide Partners