Options Insider Special Events

The Options Insider's Coverage of the 2013 OIC Conference continues with The State of the Listed Options Industry presented by Andy Nybo of the TABB Group

2013 OIC Conference Coverage: Exchange & Committee Updates, Part 2The Options Insider's coverage of the 2013 OIC Conference continues with the Exchange & Committee Updates.Exchange and Committee UpdatesJoe Bracco, BATS Exchange, Inc.Patty Schuler, BOX Options ExchangeDavid Gray, Chicago Board Options Exchange/C2Geralyn Endo, International Securities ExchangeShelly Brown, MIAX Options ExchangeGreg Ferrari, NASDAQ Options Market/NASDAQ OMX PHLXTodd Wilemon, NYSE Amex/NYSE ArcaCarolyn Mitchell, OCC Business DevelopmentAlan Grigoletto, Options Industry CouncilEllen Greene, SIFMA Options CommitteeJoe Corcoran, Washington, D.C. Update

The Options Insider's coverage of the 2013 OIC Conference begins with the Exchange & Committee Updates.Presenters were:Joe Bracco, BATS Exchange, Inc.Patty Schuler, BOX Options ExchangeDavid Gray, Chicago Board Options Exchange/C2Geralyn Endo, International Securities ExchangeShelly Brown, MIAX Options ExchangeGreg Ferrari, NASDAQ Options Market/NASDAQ OMX PHLXTodd Wilemon, NYSE Amex/NYSE ArcaCarolyn Mitchell, OCC Business DevelopmentAlan Grigoletto, Options Industry CouncilEllen Greene, SIFMA Options CommitteeJoe Corcoran, Washington, D.C. Update

Options for Managing Risk and Yield In a Low Interest-rate Environment

Three financial experts discussed 'Options for Managing Risk and Yield in a Low Interest-rate Environment' at a panel discussion held on October 2nd. The meeting was jointly sponsored by Chicago QWAFAFEW and Chicago PRMIA.

The three panelists were:

(1) Mr. Scott Maidel, CFA, CAIA, FRM, senior portfolio manager in the equity derivatives group for Russell Investments and co-portfolio manager of the new Russell Strategic Call Overwriting Fund. Russell Investments has more than $150 billion in assets under management and is headquartered in Seattle, WA.

(2) Mr. John Gambla, CFA, FRM, PRM, a Senior Portfolio Manager for the Alternatives and Active Equity Investment Team at First Trust Advisors L.P. John is a portfolio manager for the new First Trust CBOE S&P 500 VIX Tail Hedge Fund (VIXH). First Trust Advisors, L.P. is headquartered in Wheaton, IL and has approximately $56 billion assets under management or supervision as of July 31, 2012.

(3) Mr. Edward McRedmond, Senior VP - Institutional & Portfolio Strategies, Invesco PowerShares, a firm headquartered in Wheaton, IL with franchise assets of over $65 billion that offers more than 140 ETFs, including the PowerShares S&P 500 BuyWrite Portfolio (PBP) and PowerShares S&P 500 Low Volatility Portfolio (SPLV).

Mr. Matt Moran of CBOE served as moderator for the meeting.

Mark moderates the Exchange Leaders Panel at FIA New York.The panelists were:

• Steve Crutchfield, AMEX
• Lisa Fall, BOX
• Boris Ilyevsky, ISE
• Jeromee Johnson, BATS Markets
• Ed Provost, CBOE
• Walt Smith, NASDAQ PHLX

The Holy Grail of the Options Market

Our exclusive OIC 2012 audio coverage continues with Options Insider Founder Mark S. Longo's compelling panel The Holy Grail of The Options Market. This session explores the tumultuous relationship between financial advisors, asset managers and the options market. What are the major stumbling blocks keeping advisors from adopting options? Why aren't more asset managers using options to hedge their portfolios or generate income? We explore these topics and many more on The Holy Grail of The Options Market. Joining Mark on the panel are:

• Michael Cavanaugh, Founder, Know Your Options Inc & Co-Host, The Advisor's Option.
• Randy Swan, Co-Founder, Swan Wealth Advisors
• Stephen Solaka, Co-Founder, Belmont Capital Group

• ISE's interest in the SPX
• Is it worth being an SRO in the post MF Global world?
• SPX PM
• Upgrade to CBOE’s C Flex suite
• Technology
• Apple VIX
• Vol of VIX
• Upgrades to OTC variance contracts
• Mini Apple
• After hours retail trading

• Nina Mehta, Bloomberg
• Nikolaj Gammeltoft, Bloomberg
• Terry Flanagan, Markets Media

If you couldn't make it to the Options Industry Conference this year, then The Options Insider has got you covered. Our exclusive audio coverage of the conference begins with the Exchange Update Session. This session gives you an annual update from the leading exchanges, industry firms and the Options Industry Council.