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
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.
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.
