All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World


The 60/40 is dead. Traditional portfolio construction is ill-suited to tackle the challenges presented by historically low yields coupled with equity markets near all-time highs. Advisors are seeking other solutions to produce necessary returns and mitigate risk in order to steward investors to and through retirement. 

In the 10-part video series, All Options on the Table: Holistic Investment Strategies for a Volatile, Low-Yield World, gain practical insights on the due diligence and portfolio implementation of options and option-based strategies. Then, test your knowledge with section quizzes to earn CE credit. 

  • Module 1: Options 101
  • Module 2: Know What You Own
  • Module 3: Avoiding the Big Blow-Up
  • Module 4: Options Pricing Factors - "The Greeks"
  • Module 5: Advanced Options Pricing Factors
  • Module 6: Volatility and the VIX
  • Module 7: Synthetics
  • Module 8: Valuation Models
  • Module 9: The Liquid Alternative Universe
  • Module 10: Explaining Options in Plain English

By the end of the program, participants will be able to:

  • Define the essentials of options including options definitions and positions
  • Identify the different objectives, risks, and roles of options within a portfolio
  • Explain how to overcome the fear of options strategies as a risk in a portfolio
  • Describe options pricing factors and how they interconnect with one another
  • Explain how volatility plays a role in options and what this means for the VIX
  • Analyze synthetics by recreating profit/loss scenarios
  • Explore various valuation models including the Black-Scholes option pricing model and pricing trees
  • Differentiate various liquid alternative strategies
Speaker | Marc Odo, CFA®, CAIA®, CIPM®, CFP®, Client Portfolio Manager, Swan Global Investments

Marc Odo, CFA®, CAIA®, CIPM®, CFP®, is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.

Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.

Registration & Fees (USD)

  • $295 Member
  • $495 Join & Learn (includes one year of membership)

Register

Continuing Education

Learners must view each video and successfully pass each section quiz in order to earn a certificate of completion and receive continuing education (CE) credit. Credit is awarded at one time, upon successful completion of the full program. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 3 hours of continuing education (CE) credit for CIMA®, CPWA®, and RMA® certifications
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Automatically uploaded at one time, upon completion of the full program (can take up to 24 hours to be reflected)

CFP Board

  • 3 hours of CE for CFP® certification 
  • Learners must view each video and pass each section quiz with a 70% or higher passing grade
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.

The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the “dashboard”, and click “update my demographic information” on the right-hand side to locate the CFP ID field.

The Institute is proud to be a CE Quality Partner of CFP Board. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.