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Start Date:6/22/2022
Start Time:1:00 PM EDT
Duration:60 minutes
SUMMARY:
With today’s environment of heightened market volatility and interest rates that remain low on a historical basis, covered call strategies can help your clients earn additional income while reducing volatility and lowering downside risk.
Each CI Global Asset Management Covered Call ETF provides exposure to specific sector or market segment. By writing monthly at-the-money call options on roughly 25% of the portfolio, our covered call strategies can generate attractive income while allowing most of the portfolio to participate in the upside potential.
Interested in finding out more about how your clients may benefit from a covered call strategy?
If you're already registered for the webcast, click below:
Speakers
 George Lagoudakis Portfolio Manager, Options Strategist CI Global Asset Management George Lagoudakis has more than 12 years of experience as an institutional derivatives trader and strategist, having worked at a large Canadian bank-owned asset manager prior to joining CI First Asset in 2015. George graduated from the University of Toronto, with a Bachelor of Commerce Honours degree and also holds the Chartered Financial Analyst (CFA) designation.  Jaron Liu Director, ETF Strategy CI Global Asset Management Jaron Liu is a Director of ETF Strategy at CI GAM and is responsible for growing the ETF business by setting and executing the ETF sales strategy as well as supporting the ETF sales team. Prior to joining CI GAM, Jaron worked as an analyst within product management for one of the largest global asset managers where he focused on ETFs. Jaron graduated from the University of Waterloo with a degree in Honours Economics and is a CFA charter holder.  Jennifer Sinopoli CI Global Asset Management MBA, Senior Vice-President, Head of Distribution, Central Canada Jennifer Sinopoli, Senior Vice-President, Head of Distribution, Central Canada has 15 years of investment industry experience and began her career in client service at CI Global Asset Management (CIGAM) in 2006. She transitioned to a sales role in 2007 and from 2008 to 2020, Jennifer was Vice President, Sales and Marketing, where her role included educating and supporting retail investment advisors about CIGAM’s products such as mutual funds, ETF’s, alternative strategies as well as portfolio positioning, market outlook and practice management. In 2020 she was promoted to her current role, in which she leads the largest sales team in the country, contributing to the overall sales strategy and collaborating across the organization with key decision makers to execute on the firm’s strategic priorities. She also leads the IIROC channel initiatives and sales strategy. Jennifer’s experience also includes a management position at RBC Dominion Securities, and she has worked in both Toronto and Eastern Ontario. She graduated from Syracuse University with a Bachelor of Science (B.Sc.) and holds a Masters of Business Administration (MBA) from the University of Fredericton.
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