Understanding Market Volatility, and How to Manage It
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Understanding Market Volatility, and How to Manage It

Understanding Market Volatility, and How to Manage It

5/3/2019
When: Friday, May 3, 2019
Networking & Breakfast 8:00 AM, Program 8:45 AM
Where: Naperville Country Club
25W570 Chicago Ave
Naperville, Illinois  60540
United States
Presenter: David S. Gilreath, CFP® - Managing Director and Chief Investment Officer, Innovative Portfolios
Contact: Kristin Prine
(303) 867-7185


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The FPA West Suburban Council is pleased to welcome David S. Gilreath, CFP® - Managing Director and Chief Investment Officer, Innovative Portfolios.

Understanding Market Volatility, and How to Manage It

Volatility is an important consideration in portfolio management. This presentation focuses on educating investment professionals about the management of volatility within investment portfolios. It provides significant detail about identifying effective measures of volatility while explaining the relationship between
volatility and overall market movement.

Key Learning Objectives:
1. The presentation offers a detailed explanation of the key components of options pricing.
2. Show Advisors how to utilize probabilities in tactical portfolio management through the use of options, and how short volatility strategies (through options) can be an effective tool in portfolio management.
3. Advisors will delve into the anatomy of two options strategies, including a brief case study (covered calls and cash-secured equity puts) and learn how a Financial Advisor can successfully incorporate this type of alternative investment strategy into their portfolio management. 

We'll get started at 8:00 am with 45 minutes for networking and breakfast and then the presentation will begin at 8:45 am.  Everything will wrap up by 10:00 am so you will have a full day at the office!

One (1) CFP CE credit pending

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