Options Insider Special Events

Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.

We are pleased to bring you audio from this event.

Part 5: Where Hedged Equity Fits and Many Options with Options

1. Roles Hedged Equity Serves in a Portfolio presented by Marc Odo, CFA, CAIA, CIPM, CFP - Dir. of Investment Solutions, Swan Global Investments
2. Expanding the Opportunity Set for Risk Management Across Multiple Structures

Moderator: Panelists: Marc Odo, CFA, CAIA, CIPM, CFP - Dir. of Investment Solutions, Swan Global Investments

Panelists:

• Micah Wakefield, CAIA - Dir. of Research & Product Development, Swan Global Investments
• Chris Hausman, CMT - Dir. of Risk Management & Chief Technical Strategist, Swan Global Investments

Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.

We are pleased to bring you audio from this event.

Part 4: RIA Roundtable: Implementations for Wealth Management

Moderator: Gib Watson III, CIMA - Managing Partner, Trident Wealth Management Consulting, LLC

Panelists:

• Bill Harding, CFA - CIO, Jackson National Asset Management, LLC
• Zoe Brunson, CFA - SVP Investment Strategies Group, Asset Mark, Inc.
• Paul Courtney, CFA , CAIA - Co-Founder & Director of Research, SpringTide Partners

Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.

We are pleased to bring you audio from this event.

Part 3: The Coming Age of Transformation, How It Will Change Everything

Guest Speaker: John Mauldin - Chairman of Mauldin Economics, President of Mauldin Solutions, LLC

Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.

We are pleased to bring you audio from this event.

Part 2: A Strategy to Define Risk 20-Year Perspective on Risk Management

Moderator: Sean McCaffrey - Managing Director, Head of Distribution, Swan Global Investments

Panelists:

• Randy Swan - Founder, CEO, and Lead Portfolio Manager, Swan Global Investments
• Rob Swan - COO and Portfolio Manager, Swan Global Investments

Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.

We are pleased to bring you audio from this event.

Part 1: Perspectives on Risk Management Seeking Solutions for Endowments, Foundations, and Pensions

Moderator: Gib Watson III, CIMA - Managing Partner, Trident Wealth Management Consulting, LLC

Panelists:

• Samuel Gallo, CPA, CAIA - CIO, University System of Maryland Foundation
• Carlos Chujoy, CFA - CIO, Employment Retirement System of Texas
• Sean P. McChesney - Vice President, Hedged Strategies Research, Fund Evaluation Group, LLC

OCC President and Chief Operating Officer John Davidson talks with U.S. Representative Randy Hultgren (R-IL-14) about the outlook for action in Washington, D.C. in 2018, and the most significant financial markets issues facing policymakers.

Jill Malandrino, Nasdaq Global Markets Reporter, moderated a discussion on key innovations and trends in technology and their impacts on the options industry.

Moderator: Jill Malandrino, Nasdaq

Panelists:

• Tony Zhang, Options Play
• Peter Maragos, DASH
• Travis McGhee, TradeStation

Find out from this expert panel composed of ETF issuers and options market makers what is driving the trends in client ETF options usage and the implications for the ETF and options industries and their respective participants.

Moderator: Steve Oh, Nasdaq ETFs

Panelists:

• Grayson Lipton, PowerShares by Invesco
• Lawrence Tanzman, Citadel
• Stacey Gilbert, Susquehanna International Group
• James Maund, State Street Global Advisors

Experienced Financial Advisors share how they have integrated options into their practice to differentiate themselves from their competition and grow their client base.

Moderator: Eric Cott, OCC

Panelists:

• Michael Galantino, CV Brokerage, Inc.
• Brandon Setlock, Charles Schwab & Co.
• Paul Feinstein, 1st Republic

Exchange and clearinghouse Washington representatives discussed policy and politics in 2018.

Moderator: Julie Bauer, OCC

Panelists:

• Terry Campbell, Nasdaq
• Jeff Strunk, Forbes-Tate
• Lita Frazier, Cboe
• Hope Jarkowski, Intercontinental Exchange