Analyzing Current Opportunities In The Options Markets

Volatility often creates opportunity. Join industry professionals from the derivatives space as they assess pricing and liquidity in today’s options market. Various hedging and income strategies will be discussed along with associated costs. Learn how the markets have recently behaved and what may lie ahead. Are implied volatilities fairly priced, are skews too steep, should you be a net buyer or seller of options in this environment. Join our select group of portfolio managers and data professionals as they discuss current market dynamics.

Speakers:

Dan Corcoran
CEO, Volos Portfolio Solutions

Dan Corcoran is the founder and CEO of Volos Portfolio Solutions, a software and index provider for options strategies. Dan’s passion for quantitative finance led him to start Volos in 2014 and assemble the engineering talent to develop software for the investment industry of the future. He has experience in the hedge fund industry at SCS Financial, where he focused on manager research and developing volatility models.

Stephen Solaka
Managing Partner, Belmont Capital Group

Co-founder of Belmont Capital Group, Stephen Solaka has more than 20 years of experience in equity risk management, options, and portfolio management. Prior to founding Belmont, Stephen worked as a Director at Dorchester Capital Advisors, an advisor at UBS Private Wealth Management, and Vice President of Equity Derivatives at TD Options. He also held equity, ETF, and index option market-making positions at Bear Wagner Specialists and Ronin Capital. Stephen was formerly a member of the Chicago Board Options Exchange, Chicago Board of Trade, and American Stock Exchange.

Robert Specht, CFA, CAIA
Senior Portfolio Manager, Additive Advisory & Capital, LLC

Robert is currently a Senior Portfolio Manager at Additive Advisory and Capital, LLC where he focuses on designing and managing option strategies. Prior to joining Additive, Robert was a Portfolio Manager at SEI Investments, where he designed and launched SEI’s Covered Call Strategy and co-managed SEI’s Dynamic Asset Allocation Fund ($2.2 bn AUM), a fund which in 2016 received a Lipper Award as the best returning Alternative Global Macro Fund over the previous 3 and 5 year periods.

Moderator:

Joe Burgoyne
Director, Institutional Education, Options Industry Council

Joseph Burgoyne is Director, Institutional Education for the Options Industry Council. He is responsible for supporting the institutional and university education programs. Additionally, Mr. Burgoyne serves as a staff instructor for The Options Industry Council.

Qualifications:

• CFA Institute PL Credit Hour(s): 1 Credit.

This event is presented in partnership with The Options Industry Council.

The live event has passed.

You may access a recording via the ticket below.

Contact events@cfawashington.org with any questions.