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OIC & CFANY’s Alternative Investments Group Presents

In Uncertain Times, Are Exchange-listed Options a Solution for Asset Managers?

Sponsored Event: OIC — The Options Industry Council

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Register for Livestream

Livestream is free & available to CFA Society New York Members Only

Institutional investors are concerned about market risk and political uncertainties while markets are at all-time highs. While many “managers” are well versed in traditional “buy and hold” or “long only” strategies, many do not have a solution for the inevitable correction, “left tail” risk or an unexpected political event. These solutions along with option based strategies for up, down & sideways markets will be debated. Depart the evening with insights into how versatile and transparent listed options are along with new ideas to help you achieve your investment objectives.

The content portion of the event will be followed by a networking reception.


6:00pm: Opening Remarks

6:10 pm: Keynote (will not be live-streamed)

Michael McDonough , Global Director of Economic Research, Bloomberg Intelligence

6:45 pm: Panel


Dominic Chu, Markets Reporter, CNBC


Sean Heron, CFA, Director of Risk Management Strategies / Portfolio Manager

Stacey Gilbert, Head of Derivative Strategy, Susquehanna Financial Group

Josh Silva, Partner, Portfolio Manager, Harvest Volatility Management

7:45 pm: Food, Drinks & Networking Reception


Thursday, Oct. 26th, 2017
6:00 pm – 8:45 pm


CFA NY Conference Center
1540 Broadway
Suite 1010


Members: $15
Nonmembers: $35


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