Jun 30, 2015
Options 101: Managing concentrated positions
- What do you do if a client has a concentrated position?
- What if it’s a position in a company they manage/own?
- Options to the rescue!
- Protective puts
- Covered calls
- Collars
- The collar with a kicker
The Buzz: What’s happening in the options world?
- Wealth Advisor Summit
- Robo advisors
- Digital technology for advisor
- What is notable is what is missing: options, alternative investments, etc.
- SEC tries to hone in on derivatives exposure in funds