Eric Cott, OIC; Bill Ryan, NYSE Amex Options; Rudy Aguilera, Ironclad Funds
This session is designed for the investment advisor who is interested in incorporating options into their practice. Options are a powerful tool in building your business. They provide you with more alternatives and greater versatility for managing your clients portfolios. The speakers will discuss three strategies: covered call writing, protective puts, and the collar. The speakers will also provide some of the motivations behind using options strategies and some thoughts to consider when putting together a clients personalized plan for implementing these strategies.
Eric Cott, Director of Financial Advisor Education for The Options Industry Council; Bill Ryan, Managing Director, NYSE Amex Options; Rudy Aguilera, Chief Invesment Officer and Portfolio Manager, Ironclad Funds