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
•
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
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