Fundamentals to the Power of Options (Webcast Series)
Tell a Friend About This EventTell a Friend
Fundamentals to the Power of Options (Webcast Series)

 Export to Your Calendar 10/1/2020 to 12/3/2020
When: Thursday, Sept. 10, Oct 1, Nov 12, and Dec 3, 2020
11:30 a.m. - 12:30 p.m.
Where: Webcast Series
United States
Contact:

« Go to Upcoming Event List  


  Webcast Series 


Join us as we welcome back Joe Burgoyne, Director of Institutional Educations at The Options Industry Council (OIC) for this five-part series will build a foundation of knowledge that will give you confidence to consider options if you are not currently using them. For those of you who are using listed options, this series will be a good review of what they are, how they work and what strategies make the most sense.

This event is in partnership with OIC and CFA Society Idaho.

Speaker

Joe Burgoyne , Director of Institutional Education, The Options Industry Council (OIC)

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.Prior to joining the OIC, he served as Director of Business Development for IVolatility. Previously, he was Managing Partner of Burgoyne Capital Management, LLC. Mr. Burgoyne also managed the floor operations at the Philadelphia Stock Exchange for Van der Moolen Options USA and Tague Securities. His responsibilities included portfolio risk management, making markets and the development of proprietary databases.

 

New speaker to be announced soon.

Register for one or more in the series!

 


Getting Started with Options - Thursday, September 10, 2020, Webinar Available On Demand

All important core concepts: what are options, calls & puts, contract terms, weekly, monthly & LEAPS®, exercise/assignment, OCC exercise process, settlement styles, and moneyness.


Critical Pricing Factors - Thursday, October 1, 2020, 11:30 a.m. - 12:30 p.m.

The “Greeks” are option pricing factors that are crucial to understand and easy to digest. We’ll review Delta, Gamma, Theta, Vega, and Rho in detail with examples.


Using Protective Puts Like Insurance - Thursday, October 22, 2020, 11:30 a.m. - 12:30 p.m.

Options for portfolio protection, what rights do put buyers have, what strike price and expiration should be considered, how much protection makes sense, what’s the cost? We’ll include examples.


How Options May Generate Positive Cash Flow - Thursday, November 12, 2020, 11:30 a.m. - 12:30 p.m.

The potential to generate income with options, what are the pluses and minuses to consider? What strategy choices work for you, covered calls, cash secured puts, covered combos? Does a consistent income strategy with options fit your needs?


Theoretical Pricing Factors - Thursday, December 3, 2020, 11:30 a.m. - 12:30 p.m.

We’ll explore pricing models, all important put/call parity, volatility skew, and some of the other nuances associated with listed options.



Register for one or more in the series!

This event qualifies for up to 5.0 hours of professional learning credit for CFA charterholders.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.