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NYSE and OIC Host Forum for Advisors

 
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NYSE and OIC hosted the second Investment Symposium for Pensions, Endowments and Wealth Advisory Professionals on Thursday May 30 in the prestigious boardroom of the NYSE. The successful event featured three women at the top of their respective organizations and attracted more than 100 wealth advisors interested in learning more about how these top advisors are using options and how they got started.

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Ellen Zentner, Executive Director and Senior Economist with Nomura Securities, kicked off the event with her economic outlook, which included her views on current and future monetary policy as well as the debt dynamic and behavioral shifts in spending within the consumer sector.

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Next up was the panel discussion led by Bloomberg Markets Reporter Dominic Chu where leading wealth advisors Danon Robinson (Founder, Toro Advisory Group), Deborah Briskin (Senior Vice President, UBS Private Wealth Management); Cheryl Young (Executive Director, Morgan Stanley Wealth Management); and OIC’s Eric Cott (Director of Education) discussed how to incorporate overlay strategies into an asset allocation model. The panelists shared that they implemented options in their clients’ portfolios for income generation and downside protection, also noting that clients are becoming more comfortable with options, so there is less hand holding. It was noted that when discussing using options with clients, it is important to keep it simple and set client expectations. All of the panelists agreed that finding a mentor was a great way to get started.

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OIC has been educating wealth advisors on using options through various channels such as the forum above. As part of the main website, www.OptionsEducation.org, there is a dedicated area for Wealth Advisors, which features tips on getting started, a monthly newsletter and interviews.

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