Options Fundamentals: This classroom-style session on options fundamentals teaches the in’s and out’s of investing with options. Learn about calls, puts, strike prices, volatility, break-even points and the like as OIC instructor, Marty Kearney of the Chicago Board Options Exchange covers a wide array of options terminology that is essential to successful trading outcomes. He will then apply basic options strategies, such as covered calls, to real market conditions.

Collar Strategy: This session is one a stock investor shouldn’t miss. Taught by OIC instructor, Steve Meizinger of the International Securities Exchange, you'll learn how the cost of a protective put can be partially or completely offset by the sale of a call option, with a little room left on the upside for potential profit. The strategy is called a collar and is designed to outperform a buy and hold strategy during neutral markets following a period of appreciation. If you are looking to protect accrued profit on shares that you already own, you might want to consider the collar strategy.

Diagonal Spreads: Mix a bull call spread with a time spread and you get a call diagonal spread, an alternative to the covered call but with many of its characteristics. OIC Instructor, Todd Wilemon of NYSE Arca will show you how this is useful for neutral to bullish outlooks. He will also show you how writing short-term calls against a long LEAPS call instead of a long stock can produce greater returns and how the downside risk of stock ownership is reduced.

Technical Analysis and Charting: Technical analysis is the key to managing risk and identifying trading opportunities. Charts are the primary tools of technical analysis. Rick Swope and AJ Monte, The Market Guys, bring you their strategies for charting and technical analysis through the Keep It Super Simple (KISS) approach. In this session, you’ll understand how to read the story told by the charts and how to focus on price and volume; the true leading indicators.

Rapid Fire Stock Analysis: Nothing teaches you how to read the market like repetition. Speaking the language of the market is like speaking any other language and Rick Swope and AJ Monte, The Market Guys, will show you trades in the language of the market. Stock symbols offered by the audience will be used in this analysis of appropriate equity and options strategies. Watch how The Market Guys read the charts and apply strategies for managing risk while setting profit targets.

*Program and presenters subject to change

<< return to IED home page