Mason Billock, Cfa, Cfp®, Caia Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

- Responsible for business development and client service in the professional investor community (Institutional, RIA, Multi-Family Office, Sub-Advisory, Turn-key Managers, Bank Trust, B/D Platform Research Groups, etc)- Product specialist on all Swan's liquid alternative hedged equity strategies- Represent Swan's investment capabilities to platform due diligence groups and investment committees- Responsible for the entire distribution process from initial prospecting and initial due diligence, to finals presentations for model inclusionAbout Swan Global Investments:Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with over $3.12 billion in assets under management (as of July 31, 2016). Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear market).This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, Re-Insurance vehicles and a Retirement Plan/ Collective Investment Trust (CIT) offering. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico.Swan is innovating to bring the professional advice marketplace the next generation of strategic risk management. Swan is focused on helping institutions, advisors and investors to acquire, grow and retain assets through the use of effective hedging strategies. Swan provides their investors and clients with alternative investments that are designed to protect and grow their wealth by seeking to deliver industry leading absolute and risk-adjusted returns over a full market cycle.www.swanglobalinvestments.comwww.swandefinedriskfunds.com

San Francisco Bay Area

Hatteras Funds' mission is to provide unique alternative investment solutions for financial advisors and their clients. We believe that all investors should have access to the same sophisticated investment approach and superior portfolio management talent as the largest institutions. A boutique alternative investment specialist founded in 2003, Hatteras Funds offers a suite of innovative products designed to solve specific portfolio needs.

San Francisco Bay Area

- Regional Investment Consultant for Western Territory (CA, AZ, WA, OR, HI, AK, WY, CO, ID, UT, NM, MT)- Took Territory from worst to first in 1 year- #1 Territory 4 consecutive years - Built and trained first internal desk- Assisted in product development, national accounts, and marketing

Responsible for Maryland and West Virginia

Northern Florida Territory

Columbus, Ohio Area