Confidence is key when it comes to navigating options and futures strategies. Build yours at Investor Education Day with a lineup of free webcasts hosted by industry professionals who know their way around options and futures. What will you discover? Join us online on July 15.
What Stock and Options Traders Should Know About FuturesDevin Ekberg, Manager of Content Development, Investools®
Join Devin Ekberg for a look at the futures markets and how they can be used to help you gain perspective when trading stocks, exchange-traded funds (ETFs), and options that track indexes, commodities, interest rates, and volatility.
12:30 p.m. ET
Options Strategies for Volatile MarketsJJ Kinahan, Chief Strategist, TD Ameritrade
Join noted options expert JJ Kinahan as he analyzes current market conditions with a special look at volatility. JJ will explain how the increase in volatility this year is impacting certain options strategies and discuss ways to identify potential opportunities in these changing market conditions.
How to Use Options Strategies Designed to Generate IncomeTom White, Director and Chief Strategist, RED Option Advisors
In this session, Tom White will discuss ways to potentially generate income using options strategies like covered calls and cash-secured puts. RED Option Advisors, Inc. and TD Ameritrade, Inc. are separate but affiliated firms. Advisory services are provided exclusively by RED Option Advisors, Inc. and brokerage services are provided exclusively by TD Ameritrade, Inc.
Trading Calls and Puts with PrecisionShawn Cruz, Trader Content Specialist, TD Ameritrade
Kevin Hincks, Sr. Specialist, Chat Host & Monitor, TD Ameritrade
Whether you’re seeking a profit in anticipation of a large upward move in a stock or protecting against a sudden drop, there’s much to master when it comes to buying calls and puts. In this session, Shawn Cruz and Kevin Hincks will talk about ways to place options trades with precision by taking a deep dive into the options market.
Using Weekly Options During Earnings EventsMichael Follett, Investools® Instructor
Weekly options are growing in popularity because of their unique characteristics, including the binary nature of these contracts around earnings events. In this session, Michael Follett will discuss the potential benefits and the unique risks of Weekly options. You’ll also learn about the characteristics that set them apart from traditional options with an examination of the greeks.
Pairs Trading FuturesDonald Roberts, Managing Director of Operations, TD Ameritrade; President of TD Ameritrade Futures & Forex LLC
Futures pairs trading is a strategy of simultaneously buying a certain futures contract and selling a related contract. This provides exposure to the relative performance of the two assets, with limited exposure to outside factors. Donald Roberts will discuss how pairs trading, compared to other strategies, can provide additional benefits when it comes to risk management, cost effectiveness, and margin efficiency. You’ll see practical examples of executing these unique strategies.
The Strategic Use of Options and Futures in a PortfolioMichael Parks, CMT, Investools® Instructor
The options and futures strategies you’ve learned about today provide unique benefits, but they also carry risk. This is why savvy traders are careful to allocate only a certain percentage of a portfolio to these strategies. In this session, Michael Parks will discuss avoiding common mistakes such as overusing leverage, which can lead to excessive risk and loss.
Instructors, educators, and industry professionals. That’s who will serve as your options and futures trading teachers at Investor Education Day.
Manager of Content Development, Investools®
Devin Ekberg’s background is security analysis and portfolio management. He’s responsible for writing investment education curriculum and content for Investools from TD Ameritrade Holding Corp. and has contributed to various financial publications, including The Ticker Tape® from TD Ameritrade. Prior to joining Investools, he worked for Thomson Reuters training users of financial analysis software. Devin has taught hundreds of workshops and webinars on various topics including advanced options strategies, futures, equities, options, and fixed income.
Chief Strategist, TD Ameritrade
Though he now serves as Chief Strategist for TD Ameritrade, JJ Kinahan 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 acquired in 2009. After leading the Educational Events Team, he became Managing Director of Active Trader Services in 2009. JJ is a regular CNBC 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.
Director and Chief Strategist, RED Option Advisors
Prior to joining RED Option 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 RED OptionSM, 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.
Trader Content Specialist, TD Ameritrade
Shawn Cruz joined the team at TD Ameritrade in 2010 and now works in the company’s Active Trader Group. He began his career in client services before moving to RED Option Advisors, an affiliate of TD Ameritrade. Having returned to TD Ameritrade, Shawn’s primary task is developing content for the daily Swim LessonsSM chat hosted in the thinkorswim® platform. He holds Series 63, 66, and 7 licenses.
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.
Michael Follett has been investing since 1998, when he worked with one of the world’s largest money managers as a retirement specialist, equities broker, and bond trader. He was a former options principal and trade desk manager at Morgan Stanley Online, expanding his knowledge and realizing the power of the derivatives markets. Michael came to Investools from TD Ameritrade Holding Corp. in 2003 where he co-created and teaches the live and online Advanced Options Strategies class. He coaches students on his personal credo for trading: consistency, money management, and diversification.
Managing Director of Operations, TD Ameritrade; President of TD Ameritrade Futures & Forex LLC
Donald Roberts has worked in the financial industry for more than 17 years. Prior to joining TD Ameritrade, Don worked at Timber Hill as a market maker at Chicago Board Options Exchange® (CBOE®) and at Interactive Brokers as a salesman for electronic trading platforms. Don was a founding member of thinkorswim®, Inc., which was later acquired by TD Ameritrade, where he held various jobs including Chief Compliance Officer, Managing Director of Operations, and Chief Operating Officer. He holds Series 3, 4, 7, 24, 55, and 63 licenses.
CMT, Investools® Instructor
Michael Parks began investing in 1994 and worked for a broker where he held positions in mutual funds, trading, and annuities, among others, with a specific focus on high-net-worth clients in portfolio allocation. A registered Chartered Market Technician (CMT), Michael has been an instructor at Investools from TD Ameritrade Holding Corp. for the past 10 years, where he provides online instruction in options, stocks, and futures trading.