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Webinar: How Advisors Can Find Opportunities With Options to Enhance Portfolios

Annual OIC Options Summit

The Options Industry Council's OIC Summit, taking place online Oct. 23, will focus on offering a holistic view of an options trade - from how strike prices are chosen to managing positions amid changing conditions. In addition to featuring OIC's educational professionals, our Summit will welcome industry veterans Marty Kearney who is representing MIAX, Kevin Davitt from Cboe and Lawrence McMillan, the author of "Options as a Strategic Investment," a well-known title in the options-education space. They'll all be there to share their years of real-world knowledge with you.

If you're new to options or if you're an experienced investor, you don't want to miss the Summit presentations because there will be something for everyone who attends. Register now for free. Here's what you can expect when you're at the Summit:

Session 4: How Advisors Can Find Opportunities With Options to Enhance Portfolios

When financial advisors and investors think of building a portfolio, often they think of traditional asset classes like equities, fixed income and cash. But this approach may not fully solve for risk management when markets go south or for a low-yield environment. Exchange-listed options can help advisors and their clients build strategies that can protect and enhance their portfolios. In this lively panel discussion, you'll hear from experienced financial advisors on how and why they use options to help their clients. You’ll learn about:

  • The findings of the Cerulli study on options users
  • Integrating option strategies with a client base
  • Factors to consider when deciding whether to manage options positions on your own or hire a subadvisor

Take a moment to sign up now, and we'll see you at the OIC Summit.

If you hold the CIMA®, CPWA®, CIMC®, and RMA® certifications, you may report CE credit for this program by logging in to your account at www.investmentsandwealth.org and clicking on the "Report CE" button. The program ID will be provided upon completion of the event.

Join Us

Wednesday, October 23, 2019

Location

Online

Time

3:30 - 4:30 PM CST

Sponsored By:

  • OCC

OIC Participant Exchanges:

  • BOX
  • Cboe
  • MIAX
  • Nasdaq
  • NYSE

OCC 125 South Franklin Street, Suite 1200 | Chicago, IL 60606

This web site discusses exchange-traded options issued by The Options Clearing Corporation. No statement in this web site is to be construed as a recommendation to purchase or sell a security, or to provide investment advice. Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options. Copies of this document may be obtained from your broker, from any exchange on which options are traded or by contacting The Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, IL 60606.

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