Limiting Downside Risk With Alternative Options-Based Strategies

MODERATOR Thomas Balcom Founder 1650 Wealth Management, LLC

PANELISTS

Eric Cott Director of Financial Advisor Education Options Industry Council

Ron Altman Senior Portfolio Manager ASTON/Anchor Capital Enhanced Equity Fund

James Herrell, CFA Director of Investments Partnervest Financial Group

 

 

 

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Call

Right to buy

Right to sell

Obligation to buy

Obligation to sell

Short (seller)

Long (buyer)

Put

In millions of contracts.

Jan ’86 VIX Index introduced

Aug ’99 Multiple listing

of options

May ’00 ISE formed

1st all-electronic exchange

Jan ’07 Options

began trading in pennies

Get Familiar

Try strategies for your own

account

Get Experienced

Investor Services Desk: 1-888-OPTIONS www.OptionsEducation.org

Anchor Capital – Enhanced Equity Strategy

 

 

 

 

 

 

 

 

 

 

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Limiting Downside Risk With Alternative

Options-Based Strategies

James Herrell, CFA

Risk Metrics: TLT, HYG and SPY

TLT with HYG: Adding Options

Q&A Period

MODERATOR Thomas Balcom Founder 1650 Wealth Management, LLC

PANELISTS

Eric Cott Director of Financial Advisor Education Options Industry Council

Ron Altman Senior Portfolio Manager ASTON/Anchor Capital Enhanced Equity Fund

James Herrell, CFA Director of Investments Partnervest Financial Group

Investor Services Desk: 1-888-OPTIONS www.OptionsEducation.org