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Mini Index Options & Futures – Uses and Strategies

air Date:wednesday, february 10, 2021

Start Time:12:00 Pm est

Duration:60 minutes

DESCRIPTION:

This 60-minute webinar explores the uses of mini index options and futures as well as strategies for portfolio management. Panelists include: Joe DeSipio, Arin Risk Advisors; Joe (JJ) Kinahan, TD Ameritrade; Daniel J. Powers, Vector Wealth Management; and Matt Moran, Cboe Options Institute.

Continuing education (CE) credit available – This webcast is accepted for one hour of CFP®, CIPM®, RMA®, CIMC®, CIMA®, or CPWA® CE Credit for webcast attendees. CFA Institute members may self-document their continuing professional development activities in their online CE tracker.

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Speakers

Joe DeSipio, CFA®, FRM

Managing Member and Chief Market Strategist

Arin Risk Advisors

As Managing Member and Chief Market Strategist, Joseph DeSipio leads strategy design, risk management, and intermediary training sessions. He previously held Strategist and Lead Portfolio Manager positions with SEI Investments, Evergreen Investments, Wachovia and Vector Capital Management, Inc. He founded Evergreen Investments’ Options Strategy Group in Philadelphia, Pennsylvania where his team of investment professionals delivered customized position and risk overlay management to trusts, high net worth individuals and non-profit organizations. He serves as co-portfolio manager for the Arin Large Cap Theta Fund. This fund generally maintains a long volatility bias while attempting to avoid many of the pitfalls associated with volatility linked products. DeSipio earned a Bachelor of Science degree from Indiana University of PA and Master of Arts degree in Economics from Temple University. He is a CFA charterholder and a Financial Risk Manager.

Joe “JJ” Kinahan

Chief Market Strategist, MD Trading Services

TD Ameritrade Holding Corporation

JJ is a more than 30-year industry veteran who began his career as a Chicago Board Options Exchange (Cboe) market maker in 1985, trading primarily in the S&P 100 (OEX) and S&P 500 (SPX) pits for 21 years. While spending his time there primarily as an independent market maker, he also worked for ING Bank and was Managing Director of Option Trading for Van Der Moolen, USA. In 2006, Kinahan joined the thinkorswim Group, which was eventually acquired by TD Ameritrade. Kinahan ‘s responsibilities include overseeing the thinkorswim platform, as well as tos Web and mobile trading platforms. He is also responsible for the TD Ameritrade Network and market structure at TD Ameritrade, which includes the firm’s client advocacy efforts on Capitol Hill, where he voices the needs of retail investors. Prior to this, he has served in a number of roles in the Trading, Education and Product Groups. Kinahan is also a CNBC regular, a Forbes contributor and is frequently quoted in many other respected media outlets. He has authored a Book, Essential Options Strategies. He is a CBOE Advisory Board Member, MEMX Board member and SIFMA Options Committee Vice Chairman. His licenses include the 3, 4, 7, 24 and 66.

Daniel J. Powers

Vice President and Portfolio Manager

Vector Wealth Management

Daniel serves as a portfolio manager and as a member of Vector’s Investment Committee. Which is responsible for security selection, asset allocation, and investment due diligence. Dan earned a Bachelor of Arts degree in Economics and Finance from Bethel University. Prior to joining Vector, Dan was a charter member of SMS Financial Group. Dan has been in the financial services industry since 2008.

Matt Moran

Head of Index Insights

Cboe Global Markets

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.

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Mini Index Options & Futures – Uses and Strategies
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  • 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 are available from your broker or from The Options Clearing Corporation at www.theocc.com. Futures trading is not suitable for all investors and involves the risk of loss. The risk of loss in futures can be substantial and can exceed the amount of money deposited for a futures position. You should, therefore carefully consider whether futures trading is suitable for you in light of your circumstances and financial resources. For additional information regarding futures trading risks, see the Risk Disclosure Statement set forth in Appendix A to CFTC Regulation §1.55(c).
     
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