Mini Index Options & Futures – Uses and Strategies

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.

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 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 is Head of Index Insights at Cboe Options Institute. 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.