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Introducing ‘Understanding Options:’ On-Demand Presentation Designed to Deepen Advisor Understanding

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
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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