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Webinar – OIC – Fundamentals of Options Strategies for Advisors

Eric Cott – Options Industry Council, Steve Sosnick – IBKR Chief Strategist, Frank Magnani – Global Institutional Sales at IBKR

Tue, Jun 16, 2020 12:00 PM – 1:00 PM EDT

Copy and paste this link into your browser to receive a copy of the Options Disclosure Document, http://www.optionsclearing.com/about/publications/character-risks.jsp
The results of a quantitative study conducted by the Options Industry Council (OIC), showed that financial advisors have questions and specific needs when it comes to options, including the resources for implementing options strategies and communicating benefits and risks to clients.

Join Eric Cott with the Options Industry Council and Steve Sosnick, Chief Strategist, IBKR and Frank Magnani, Global Institutional Sales, IBKR for an informal conversation on the challenges and solutions options can play when an advisor integrates options as part of an investment strategy.

Discussion Topics:
· overview of the options markets
· identify the different objectives, risks, and roles of options within a portfolio
· practical strategies that can be put to work immediately
· portfolio management using options
· option themes and solutions for uncertain times

Options involve risk and are not suitable for all investors. Please read the “Characteristics and Risks of Standardized Options” before investing in options. For more info see, ibkr.com/info

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC

If you are unable to join live, register for on-demand access to the recording.

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Disclosure: Options Trading

Options involve risk and are not suitable for all investors.

For more information read the “Characteristics and Risks of Standardized Options”. For a copy, call 312 542-6901.

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