Options to Harness Volatility - Zoom Meeting Nov. 6

Financial Markets & Investment Club - FMIC - Open to all

Monday, November 6, 2023 @ 3:00 pm

Live @ Lake Miona Recreation Center

Registration on Zoom:

https://us02web.zoom.us/meeting/register/tZYpceugqTMjHtKqBv_OGC1tWVcI-h2UucpS

Meeting ID: 824 6287 8946; Passcode: 550802

Moderator – Herb Blank

3:00 – Welcome to General Meeting

3:10 – Update on the Markets this week – Stan Galperin

3:20– Guest Speaker Presentation – “Options for Harnessing Volatility”, Matthew Moran, Head of Index Insights, CBOE Global Markets

·?????? Challenges for “traditional “portfolios in 2022 – one of the worst years ever for 60-40 stock-and-bond portfolios

·?????? Using options to generate income and dampen portfolio volatility and left tail risk

·?????? Cboe’s buywrite and putwrite indices for long-term performance of options-based and buffer protect strategies

3:50– Q & A for Matthew Moran

4:05 – “Brief Review of Buy-Write ETFs”– Herb Blank, Senior Quantitative Analyst, ValuEngine Inc.

4:20 – Q & A

4:30 – Adjourn.

Biographies

Matthew?Moran?is Head of Index Insights for Cboe Global Markets.? He is responsible for many of the exchange's educational efforts for pension funds, mutual funds, and other institutional investors.? He has been at the Cboe since 1997. ?Previously, he was trust counsel at Harris Bank and vice president at Chicago Mercantile Exchange. He is an associate editor of The Journal of Index Investing. Mr.?Moran?holds JD and MBA degrees from the University of Illinois.

Herb Blank is Senior Quantitative Strategist and Chief Blogger for ValuEngine, a leading provider of quantitative reports and analysis for US and Canadian Equities and ETFs. During the past 35 years Herb has been involved in quantitative risk management, ESG modeling, ETF product development, portfolio management, product strategy, and business development.? Additionally, Herb heads the Product Strategy consultancy at Global Finesse LLC, a 10-year consulting firm serving the FinTech and investment industries.

Among his noteworthy accomplishments, Herb was the first portfolio manager of ETFs in the US, managing nine ETFs for Deutsche Bank in 1996.? He later assisted in the launches of iShares and GLD.? Herb is a frequently published author in investment journals.? He holds an MBA from NYU Stern and a BA in Mathematics from the University of Pennsylvania.?

Please note – the Zoom (see link above) part of the meeting will be open at 2:45pm with the moderator checking to confirm the meeting is working correctly. The program will begin at 3:00pm sharp.?

Please mute yourselves unless or until you wish to address the speaker.? Relevant questions or clarifications are always welcome.? Peripheral conversations and background noises are not.