Derived: Option market insights and their practical application – Glenmede Investment Management – 7.28.20

Overview:
Title: Derived: Option Market Insights & Their Practical Application
Date: Tuesday, July 28, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

As market uncertainty remains high and investors look for risk appropriate asset allocation in a time when bonds offer historically low yields, we discuss the potential advantages of incorporating options strategies into the allocation decision.

We believe in active management. We believe in customized solutions. We believe in tax-aware construction.

Join us for a conversation on recent market volatility, expectations for year-end S&P 500 index returns and options strategies to help solve your client’s long-term goals.

Speakers:

GIM’s Derivatives Team actively manages several equity options based strategies designed to mitigate risk and deliver risk-adjusted results.

Stacey Gilbert Stacey Gilbert Portfolio Manager, Derivatives Glenmede Investment Management

Stacey is a veteran derivatives professional and thought leader with a track record of developing actionable ideas and strategies. Stacey contributes to the team’s overall investment approach and serves as a key point of contact for clients. Experience:

  • 23 years as an investment professional
  • Susquehanna International Group, LLC: Head of Derivative Strategy; Head of Trader Education; options and ETF trader
Sean Heron, CFA Sean Heron, CFA Portfolio Manager, Derivatives Glenmede Investment Management

Sean is the founder of the firm’s Derivatives Team and a leader in its approach to using ongoing active options selection to help clients enhance long-term total returns. Experience:

  • 23 years investment experience, including 14 years as a Portfolio Manager at Glenmede
  • McGowan Investors, LP: vice president of equity derivatives
  • Goldman Sachs: proprietary derivatives trader