21 for ’21: Rein in Risk with 21 Options Strategies

Chris focuses on risk assessment and management for the Defined Risk Strategy investments and positions. He monitors risk across all of Swan’s portfolios and as a member of the Investment Management Committee contributes to strategic decision making as well as serving as an additional layer of oversight for the trading team. As a Chartered Market Technician®, he also acts as Chief Technical Strategist at Swan Global Investments. Earlier in his career, Chris was a Senior Market-Maker for Wolverine Trading and traded on the floor of the Chicago Mercantile Exchange, trading options on the S&P 500 futures index, and on the Pacific Stock Exchange, trading options on Microsoft. He also spent time as lead instructor for the International Trading Institute Ltd., teaching option strategies and risk management techniques to market makers and traders from around the world. In addition, he also spent time in roles as Senior Portfolio Manager, Chief Portfolio Strategist and Director of Trading Operations for Saliba Portfolio Management, a hedge fund specializing in overlay solutions in Chicago, IL. Chris is a member of the CMT Association and is a graduate of the University of Pennsylvania’s Wharton School of Business with a Bachelor of Science Degree in Economics. He has spoken on numerous panels regarding option strategies and is a co-host for the The Advisor’s Option podcast on The Options Insider Radio Network.

Bradley is responsible for creating and communicating WisdomTree’s thoughts on global markets. Bradley joined WisdomTree as a Fixed Income Associate in 2010. Earlier in his career, Bradley served as a senior trader on proprietary trading desks in Chicago & New York. Bradley is a graduate of the Wharton School, University of Pennsylvania.

Edward Szado, Ph.D., CFA®, is an Associate Professor at Providence College, the Director of Research of the Institute for Global Asset and Risk Management (INGARM). He was previously a founding Editor of the Alternative Investment Analyst Review (AIAR), an Assistant Editor of the Journal of Alternative Investments (JAI) and an options trader at ZAHR trading. His experience also includes product development in the areas of volatility-based investments and structured investment products. He is a Chartered Financial Analyst and has consulted for the Options Industry Council, the Cboe Options Exchange, the Chartered Alternative Investment Analyst Association and the Commodity Futures Trading Commission.

Matt Moran is Head of Index Insights at Cboe Global Markets. In this role, Moran is focused on the exchange's educational efforts for pension funds, Registered Investment Advisors (RIAs), mutual funds, and other institutional investors. He has traveled to more than 100 cities worldwide to educate investors and deliver financial presentations. Prior to joining Cboe, Moran served as Trust Counsel at Harris Bank and Vice President at the Chicago Mercantile Exchange. He is an associate editor of The Journal of Beta Investment Strategies and has written articles for several financial publications, including The Journal of Trading and The Journal of Alternative Investments. Moran holds MBA and JD degrees from the University of Illinois at Urbana-Champaign.