Investor Education Day - San Francisco - Track 1

Seminar Details

Date: 11/15/2014
Time: 08:00AM - 04:00PM
Level: Basic
Type: Seminar
Where: The Westin San Francisco Airport
 1 Old Bayshore Hwy
 Millbrae, CA 94030-3120
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Track 1 - Options Basics

For the investor with limited knowledge of options, this track will teach fundamentals, strategies to get started and the risks/rewards of trading.



8:00 a.m. Registration Opens
9:00 a.m. – 10:30 a.m. Getting Started with Options
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 12:15 p.m. Covered Calls and Put-Selling for Income
12:15 p.m. – 1:15 p.m. Lunch
1:15 p.m. – 2:30 p.m. Vertical Spreads
2:30 p.m. – 2:45 p.m. Break
2:45 p.m. – 4:00 p.m. Options Strategies from the Trading Floor


Sessions Descriptions:

Getting Started with Options: This session covers the ins and outs of investing with options. Learn about calls, puts, strike prices, break-even points and a wide array of options terminology that is essential to successful trading outcomes.

Covered Calls and Put-Selling for Income: This session will delve into the topic of covered call writing and put selling. The motivations and risks associated with these income-generating strategies will also be covered. You’ll learn about calculating static and if-called returns as well as some common misconceptions about covered writing. Included will be pointers on what to consider when putting together your own personalized plan.

Vertical Spreads: Vertical spreads are limited risk/reward strategies that allow the investor to benefit from an upward or downward move in the underlying depending which vertical spread you employ. Join us as we discuss the four different vertical spread choices; how they are constructed, how they work, what's your risk and where is your break-even point. We'll cover these topics and more.

Options Strategies from the Trading Floor:  Dan Passarelli, a former trader, discusses options strategies that he used regularly when he traded on the floor of the Chicago Board Options Exchange. This session presents an unique opportunity for investors to gain perspective on the benefits and risks of certain strategies from a professional trader.  

Click here for Track 2 - Advanced Strategies. Track 1 and 2 run concurrently, please register for one track only.

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