Join us for Profiting from Options Strategies

CFA charterholders consistently say that the options section was among the most challenging parts of the CFA curriculum. Yet, we all remember that volatility creates opportunities, and that “options thinking” and application can enhance returns, limit volatility, or sometimes, both at once. From Asset owners to high-net-worth individuals to corporations, investors are increasingly using options to optimize their risk-return in constructing portfolios.

Michael Mescher of Gammon Capital LLC, and Laurie Itkin, San Diego’s “Options Lady,” will use real examples to illustrate a thought process that constructs options trades: No “greeks” required. They will compare outcomes for the resulting options positions to those of simple equity positions. Through examples, this interactive seminar helps attendees learn how to construct options positions on a variety of underlying events and scenarios. Come learn, or re-learn, ways to protect downside risk, earn income, isolate risks, and enhance efficiency of existing or new underlying investments through options overlay. 

Event will moderated by CFA Society San Diego member, Kevin Tahan, CFA. 

To view the Speaker's bios - click here!