Randy Swan is the Founder, Chief Executive Officer and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy — DRS. Before founding the firm, Mr. Swan was a senior manager for KPMG’s Financial Services Group, primarily working with risk management and insurance providers as a tax consultant. Mr. Swan has been featured in publications such as Barron’s, The Wall Street Journal, Forbes, Morningstar, Investor’s Business Daily and more, and has been a frequent speaker at industry conferences, including the Options Industry Council’s Wealth Summit and the Alternative Investment Summit. He serves on the Advisory Leadership Council of the Options Industry Council — OIC. Mr. Swan is a 1990 graduate of the University of Texas with a master’s degree in professional accounting.
Outperforming the Benchmark Through a Strategic Approach to Hedging
November 17, 2017
A Long-Term, Cost-Effective Strategy to Hedging a Portfolio
November 04, 2016