The 60/40 is dead. Traditional portfolio construction is ill-suited to tackle the challenges presented by historically low yields coupled with equity markets near all-time highs. Advisors are seeking other solutions to produce necessary returns and mitigate risk in order to steward investors to and through retirement. Gain practical insights on the due diligence and portfolio implementation of options and option-based strategies as one possible solution.
All Options On the Table: Holistic Investment Strategies for a Volatile, Low-Yield World is a 10-part video series offering advisors practical insights on the due diligence and portfolio implementation of options and option-based strategies.
Included Content:
Module 1: Options 101
Module 2: Know What You Own
Module 3: Avoiding the Big Blow-Up
Module 4: Options Pricing Factors - "The Greeks"
Module 5: Advanced Options Pricing Factors
Module 6: Volatility and the VIX
Module 7: Synthetics
Module 8: Valuation Models
Module 9: The Liquid Alternative Universe
Module 10: Explaining Options in Plain English
Speaker:
Marc Odo, CFA®, CAIA®, CIPM®, CFP®, Client Portfolio Manager, Swan Global Investments
Marc Odo, CFA®, CAIA®, CIPM®, CFP®, is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.
Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.
Continuing Education (CE) Credit:
Investments & Wealth Institute
-3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must view each video and pass each section quiz with a 70% or higher passing grade.
-Credit is automatically uploaded to your certification record(s) at one time, upon completion of the full program, which requires obtaining a 70% grade or higher on each section quiz. Credit can take up to 24 hours to be reflected.
CFP Board
-3 hours of CE credit for CFP® certification
-Learners must view each video and pass the cumulative quiz with a 70% or higher passing grade.
-Credit will be reported to CFP Board on your behalf at one time, within 2 weeks of completion of the full program, which requires obtaining a 70% grade or higher on each section quiz. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.
Expiration:
Learners have access to the content for one year upon purchase.