Introducing ‘Understanding Options:’ On-Demand Presentation Designed to Deepen Advisor Understanding
March 9, 2020
With financial advisors showing heightened interest in options-based investing (see Liquid Alternatives: 2019 Year in Review), Calamos today introduces “Understanding Options,” a presentation designed to deepen advisors’ understanding and confidence in using options-based investments. The 53-minute presentation is available for advisors to take on-demand.
Joseph Cusick
Vice President, Portfolio Specialist
Topics included in the presentation:
- How option strategies can enhance multiple asset allocation goals
- Key considerations for the manager of an options strategy
- Understanding how options are priced: The Options Pricing Model
- An overview of four cornerstone option strategies
- Essential structural concepts: The “Greeks”
Presenting the course is Calamos Vice President Joseph Cusick. Cusick joined Calamos as a Portfolio Specialist in 2019, after having served as the Director of Institutional Education and Business Development for The Options Industry Council (OIC).
“Our objective with this presentation,” says Cusick, “is to show advisors how option strategies can be a way to balance profit and loss, or even a solution for a potentially catastrophic scenario.”
“Understanding Options” has been accepted for 1 CIMA®/CPWA®/CIMC®/RMA® CE Credit. In order to claim the credit, advisors must register, watch the presentation and complete the quiz at the end of the presentation with a score of 70% or better. Calamos will take the quiz results and process the CE credit.
Financial advisors, for access to the presentation, please contact your Calamos Investment Consultant at 888-571-2567 or caminfo@calamos.com.
The opinions referenced are as of the date of the publication, are subject to change due to changes in the market or economic conditions, and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice. Past performance is no guarantee of future results.
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Archived material may contain dated performance, risk and other information. Current performance may be lower or higher than the performance quoted in the archived material. For the most recent month-end fund performance information visit www.calamos.com. Archived material may contain dated opinions and estimates based on our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions at the time of publishing. We believed the information provided here was reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund’s maximum front-end sales load. Had it been included, the Fund’s return would have been lower.
Archived material may contain dated performance, risk and other information. Current performance may be lower or higher than the performance quoted in the archived material. For the most recent month-end fund performance information visit www.calamos.com. Archived material may contain dated opinions and estimates based on our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions at the time of publishing. We believed the information provided here was reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund’s maximum front-end sales load. Had it been included, the Fund’s return would have been lower.
Archived on March 09, 2021