Option Strategies for Institutional Investors
Location: CBOE or Online
Scheduled Class Dates:
- May 4 – 5
- August 24 – 25
Time: 8:30am – 4:00pm CT
Early Bird: $925 through April 21
Who Should Attend: Financial Professionals
CBOE Options Institute’s new course, Option Strategies for Institutional Investors, will show just how advisors and portfolio managers can utilize equity and index options to manage risk and increase portfolio income. The options market can appear to be dominated by higher math and quantitative traders; however, professional investors can benefit from adding options to their investment toolbox without having to employ a quant with an advanced degree.
This seminar is delivered in person, giving participants the opportunity to interact with instructors and other class participants. It is simultaneously broadcast live online, allowing participants to attend remotely. The presentations will be archived and offered on-demand for one year.
Now in its 32nd year, CBOE Options Institute continues to set the bar for investor education worldwide. With deep expertise, tools and interactive resources, our world-renowned center is known for its unbiased and balanced instruction to help investors more effectively use options and volatility strategies to manage risk and achieve their particular goals.
Topics to be discussed include:
- The use of equity options to increase income and manage entry and exit prices
- Hedging portfolios and concentrated equity positions
- Smart beta portfolio management through the systematic use of index options
- Incorporating volatility into portfolios to enhance returns or manage risk
This is a full-day seminar that can be taken in-person or online.
To speak to an Options Institute representative, call: 877-843-2263 Option 2, or email OIAdmin@cboe.com
IS THIS SEMINAR RIGHT FOR ME?
This 2-day seminar is for institutional investors with a fundamental level of options knowledge. The seminar helps portfolio and asset managers better understand the flexibility that options provide in reducing and controlling portfolio risk, generating income and conserving cash. We explore how options may help portfolio managers achieve investment objectives by giving them strategy alternatives to help them manage investment decisions during special market situations.
Geared toward portfolio managers, pension fund managers, institutional investors, endowment fund managers and wealth advisors, this course offers an ideal opportunity for professional money managers to exchange ideas with their peers and learn state-of-the-art portfolio management from the leader in options education.
A $100 administrative fee will be assessed for all cancellations. To request a cancellation for this seminar dial 1-312-786-7852. Or email CBOECommunications@cboe.com.