Options & Derivatives Bootcamp

Options & Derivatives Bootcamp explores smarter ways to hedge downside risk, dampen volatility, and generate income using options and derivatives. We’ll start with the basics and build up to addressing these complex client needs using over-the-counter or managed option programs.

Learning Objectives:

• An introduction to the foundational concepts behind the options and derivatives market.
• How options can solve client problems (managing risk, hedging potential downside risk, dampening volatility, generating income).
• Overview of considerations and applications for over-the-counter contracts vs. managed account programs.
• Exploration of the mechanics and applications of variable prepaid forwards.