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AUSTIN, Texas, April 24, 2023 (Newswire.com)
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Swan Global Investments and For the Future Foundation are proud to partner with The University of Texas at Austin’s McCombs School of Business Wealth Management Center to inspire and develop the next generation of financial professionals and advance the wealth management industry by providing education, mentoring, networking, and financial support.
“We greatly appreciate the foundation’s vision and partnership in helping to provide students with unique opportunities to help evolve the Wealth Management industry,” said Lillian F. Mills, dean of the McCombs School.
Swan Global Investments will be involved broadly with the McCombs Wealth Management Center in community outreach, education programs, partner events, and Randy Swan will serve as a member of the Center advisory board.
Swan Global Investments leadership is excited to begin working with the center to equip Longhorns to lead the future of wealth management. Several members of the portfolio management team are directly involved with students through impactful activities such as speaking with student groups, mentoring and internship opportunities. Chris Hausman, CMT®, CAIA®, senior portfolio manager, has been a guest class speaker on options and risk management. The use of options-based strategies has increased exponentially, and Swan expects to bring the applications side of these strategies into the classroom.
“The wealth management industry is undergoing major change,” said Ramesh Rao, professor of finance and founding director of the McCombs Wealth Management Center. “A primary challenge facing the profession is the shortage of young and talented students who can enter the wealth management workforce. Yet another need is the demand for increased domain-specific knowledge. We are delighted that Swan Global Investments will be joining us and other industry leaders — such as Schwab, PIMCO, DFA, Focus Financial and LPL Financial — to advance the center’s ambitious goals of addressing these needs.”
For the Future Foundation has committed four years of financial support for center initiatives to educate and empower future generations of financial professionals. Randy Swan, founder and Lead Portfolio Manager of Swan Global Investments and his wife Laura Swan launched For the Future Foundation to contribute to the advancement of local economic development with a particular focus on the upcoming generations of leaders through education. Both Randy and Laura are proud UT alumni, and Randy is a graduate of McCombs.
“Laura and I are grateful to be in a position to give back to our alma mater and encourage development of next-generation wealth management professionals,” said Randy. “We are excited to partner with the great leadership team at the McCombs Wealth Management Center and the esteemed academics and other industry leaders in this meaningful opportunity.”
About the McCombs School of Business at The University of Texas at Austin
Texas McCombs is a premier business school at a world-class public research university. We are a community that fosters lifelong engagement with our students and alumni. We cultivate principled leaders and develop ideas that will advance our economy, improve lives, strengthen our communities, and create new knowledge for future generations. For more information about the McCombs Wealth Management Minor or the Wealth Management Center, click here.
About Swan Global Investments
Swan Global Investments is a leader in hedged equity and options-based strategies, providing goals-based investment solutions, which include both passive and active hedged equity strategies, available across a range of asset classes and investment structures, including ETFs, mutual funds, separately managed accounts, and custom portfolio overlays. For more information, click here.
Source: Swan Global Investments
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