Agenda

Thank you for your interest in our most recent Investor Education Day! The event featured industry pros sharing plenty of short- and long-term investing strategies to consider as you work toward your goals. Take this opportunity to watch (or rewatch) on-demand webcasts from this and other events to keep your strategies in focus.

10-11:30 a.m. ET

The Role of Active Trading and Options in a Portfolio

Scott Connor, Director, Trader Education, TD Ameritrade
Scott Thompson, Investools® Instructor

Is buying and selling securities a big part of your investment strategy? Some investors consider options as a possible means to buy and sell those securities, pursue an income goal, and explore risk management ideas. Join Scott to learn ways options could complement existing strategies for some investors.

Registration closed

This event has ended, but you can still view this webcast on demand in the archive.

12-1:30 p.m. ET

Multiple-Leg Strategies: Building Blocks

Michael Follett, Investools Instructor

Join Michael in a strategic discussion that covers vertical spreads and other multi-leg strategies. Learn how to use them to build iron condors, jade lizards, and butterflies.

Registration closed

This event has ended, but you can still view this webcast on demand in the archive.

2-3 p.m. ET

Trading Probabilities vs. Technicals

JJ Kinahan, Chief Strategist, TD Ameritrade
Dave Johnson, Investools Instructor

JJ and Dave will discuss different ways to approach options strategies and help shed some light on the debate: Do technical indicators give traders an edge, or are they better off playing the probabilities?

Registration closed

This event has ended, but you can still view this webcast on demand in the archive.

3:30-5 p.m. ET

Trading Volatility

Tom White, Director and Chief Strategist, TradeWise

Join Tom as he discusses the meaning of volatility and explains its connection to the world of options trading. He'll explore strategies that are designed to let options traders embrace volatility in the market.

Registration closed

This event has ended, but you can still view this webcast on demand in the archive.

5:30-7 p.m. ET

Strategies of Using Options and Futures to Hedge Risk

Kevin Hincks, Sr. Specialist, Chat Host & Monitor, TD Ameritrade
Brett Crowther, Investools Instructor

Kevin and Brett show you strategies designed to help manage risk using options and futures. Understand the specifications, the mechanics, and the strategies designed to help you manage risk and put these investment products to work for you.

Registration closed

This event has ended, but you can still view this webcast on demand in the archive.

Speakers

We're grateful for the team of educators and industry professionals who helped make Investor Education Day a success.

Joe (JJ) Kinahan

Joe (JJ) Kinahan

Chief Strategist, TD Ameritrade

JJ serves as the Chief Strategist for TD Ameritrade and began his career as a Chicago Board Options Exchange® (CBOE) market maker in 1985. While mainly an independent market maker, he also worked for ING Bank and Blue Capital and was Managing Director of Option Trading for Van Der Moolen USA. In 2006, he joined thinkorswim®, which TD Ameritrade Holding Corp. acquired in 2009. After leading the Educational Events Team, he became Managing Director of Active Trader Services in 2009. A 27-year trading veteran, JJ is a CNBC "Fast Money" guest and is frequently quoted in The Wall Street Journal, Financial Times, and Reuters News, along with many other respected media outlets. He is also a member of the Board of Directors at NYSE® Arca and the Arbitration Committee at the CBOE. His licenses include Series 3, 4, 7, 24, and 66.

Michael Follett

Michael Follett

Investools® Instructor

Michael started investing in 1998, when he worked with one of the world's largest money managers as a Retirement Specialist, Equities Broker, and Bond Trader. He worked as a Registered Options Principal for Morgan Stanley, expanding his knowledge and realizing the power of the derivatives markets. Michael came to Investools from TD Ameritrade Holding Corp. in 2003 and teaches the live and online Advanced Options Strategies class. He coaches students on how to apply his personal credo for trading: consistency, correct money management, and diversification.

Tom White

Tom White

Director and Chief Strategist, TradeWise

Prior to joining TradeWise Advisors, Tom White traded as a market maker on the floor of the Chicago Board Options Exchange® (CBOE) for 15 years. In his current position as the team leader of TradeWise, Tom provides education-based options trade recommendations using risk-defined strategies for a broad client base. Tom appears regularly on CBOE TV and previously on First Business giving insights and commentary on options trading and strategies.

Kevin Hincks

Kevin Hincks

Sr. Specialist, Chat Host & Monitor, TD Ameritrade

Kevin Hincks has been an active member of the Chicago Board Options Exchange® (CBOE) and the Chicago Board of Trade (CBOT) and Chicago Mercantile Exchange (CME) continually since 1986. Throughout his decades of experience, he has traded in the GE pit of the CBOE, worked as an independent trader, and operated his own firm. In August 2014, he joined TD Ameritrade and currently hosts the daily Swim LessonsSM broadcasts on the thinkorswim® platform, as well as The Plunge webcast.

Scott Connor

Scott Connor

Director, Trader Education, TD Ameritrade

Prior to joining TD Ameritrade in 2007, Scott was a member of the Chicago Board Options Exchange® (CBOE). He traded for 16 years primarily as an independent market maker in an index options pit (OEX). In 1998, he made markets both on the CBOE floor and remotely. In 2005, Scott made options markets in about 45 stocks on the CBOE for the hedge fund Citadel Investment Group.

Dave Johnson

Dave Johnson

Investools® Instructor

One of Investools' most accomplished instructors, Dave has more than 30 years of experience as an investment professional.┬áHe was a professional money manager and has applied computer-based technical analysis since 1991. Dave came to Investools in 2004 and founded their first weekly investing webcast, the Active Investor Talk. He continues to apply his knowledge to several live Investools workshops, including Technical Analysis, Advanced Options Strategies, and Options Strategies.

Brett Crowther

Brett Crowther

Investools® Instructor

An Investools instructor since 1999, Brett Crowther has established himself as a strong technician with a stable fundamental foundation and a love for forex, futures, and advanced options strategies. Crowther has taught his balance of fundamental and technical analysis to literally thousands of students in the live and online Forex, Futures, and Advanced Options workshops. He stresses the importance of risk management, believing that even the best system in the world can fail with poor money management, while good money management can help even a mediocre system yield success.

Scott Thompson

Scott Thompson

Investools® Instructor

Scott Thompson has been an Investools instructor since 2005. Prior to that he worked as an Investools education counselor and workshop assistant. Scott teaches stock investing as well as income, long and short directional, and probability-based options strategies. The impact of investor psychology and sticking to an investing plan are the core of Scott's teaching philosophy. He doesn't believe in a "Holy Grail" set of investing rules; rather, he emphasizes the importance of having a plan and consistently following it.

Check back soon for details on the next Investor Education Day!

Plus, view on-demand webcasts in the archive.

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