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Title

Alternatives for Managing Portfolio Volatility

Speaker(s)/Highlights

Ben Fulton, Managing Director, Tactical Funds and Matthew Moran, Head of Global Benchmark Indexes Advancement, CBOE Options Exchange

Start Time

2/13/2019 6:00 PM

End Time

2/13/2019 8:00 PM

Global Passport Eligible?

No

Registration


Register Here!​​

Free to members and only $20 for non-members.

Member Price

$0

Non-Member Price

$20

Candidate Price

$20

Location Info

The Regional Kitchen & Public House
651 Okeechobee Blvd
West Palm Beach, FL 33401

Event Description

​Panel discussion will start at 6:15 PM, dinner entree is choice of beef or fish.

Earn 1.0 Hour of CE Credit For This Event! 

​Alternatives for Managing Portfolio Volatility
Advisors and portfolio managers have increased concern about fluctuating interest rates, stock prices and volatility in recent months, as the S&P 500 Index fell 6.8% in October and dropped 9% in December, and the VIX Index has doubled since its lows in 2017. The presentations and discussion by reps of ProShares and Cboe will cover key tools – ETFs, options, and futures - that can be used with the goals of managing portfolio risk, increasing income, and enhancing long-term risk-adjusted returns. The presentations will review studies by Wilshire Associates, Duke University, Aon Hewitt, Ibbotson Associates, Asset Consulting Group, and Callan Associates, and will explore the benefits and disadvantages of key alternative strategies.

Speakers
Ben Fulton.png
Mr. Ben Fulton, Managing Director, Tactical Funds. Ben Fulton joined ProShares and ProFunds in 2018 as Managing Director, bringing with him more than 30 years of experience in the global financial services industry. Mr. Fulton oversees the company's tactical products business, including all ProShares' and ProFunds' geared (leveraged and inverse) and volatility ETFs and mutual funds. Prior to joining ProShares, Mr. Fulton was Chief Executive Officer of Elkhorn Investments, a company he founded in 2013. Previously, as Managing Director of the Global ETF Business for Invesco, he had day-to-day responsibility over the PowerShares ETF business. Prior to Invesco PowerShares, Mr. Fulton held senior roles at Claymore Securities (Guggenheim), and Nuveen Investments. Over the years, he and his product development teams have won eight William F. Sharpe Most Innovative ETF Awards. Mr. Fulton holds a bachelor's degree in Business Administration and Management from Taylor University in Indiana. He holds Series 3, 7, 24, 30, 63 and 66 FINRA registrations.

2016-04-Matt Moran.jpg
Mr. Matthew Moran is Head of Global Benchmark Indexes Advancement for the Cboe Options Exchange, where he is responsible for many of the exchange's educational efforts for pension funds, mutual funds, and other institutional investors. He has a key business development role in the BXM and PUT indexes, which both have won William F. Sharpe Most Innovative Index Awards. Previously, he was trust counsel at Harris Bank and vice president at Chicago Mercantile Exchange. He is an associate editor of The Journal of Index Investing. Mr. Moran holds JD and MBA degrees from the University of Illinois.

Event Type

Society

Society Category

Panel

Education Topic

Derivatives; Equity Investments

Event Region

Americas

CE Credit

1

SER Credit

0

Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to admin@cfasouthflorida.org​ with your name, email address and CFA SFL member ID if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.​

All Day Event

 

Recurrence

 

End

2/13/2019 8:00 PM

Date

2/13/2019

Event Manager Email

admin@cfasouthflorida.org
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 1/16/2019 6:31 AM by 38
Last modified at 2/5/2019 10:36 AM by 38