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Philadelphia, September 19th, 2019

Join industry veterans for an insightful panel, fireside chat and cocktails!

DATE:

September 19, 2019


TIME:

5:00 p.m. - 8:00 p.m.


LOCATION:

Nasdaq Philadelphia
2929 Walnut St 7th Floor
Philadelphia, PA 19104


Join experienced financial advisors as they share how they have integrated options into their practice to differentiate themselves from competition and help grow their client base. Our panel of top advisors share where options may be headed and how to leverage them in today's financial climate.


*Limited seats are available, so please register to reserve your spot.

AGENDA

Doors Open

5:00 pm

Leveraging Options Panel

Hosted by OIC's Eric Cott featuring:
- Frank Fiore, Global Investment Advisor, UBS
- Nick Rygiel, Assistant Vice President, Senior Financial Advisor, Merrill Lynch
- Irv Rosenzweig, President, Chief Investment Officer, RZ Wealth

6:00 pm

Momentum Investing with Nasdaq Dorsey Wright

An overview of momentum investing and at quick look at tools for advisors looking to optimize asset allocation, portfolio management and Options strategies with Ben Jones, Senior Analyst, Nasdaq Dorsey Wright.

6:15 pm

The State of Options

- Stacey Gilbert, Portfolio Manager, Derivatives, Glenmede Investment Management LP sits down with Senior Nasdaq Reporter, Jill Malandrino for a casual fireside chat about the current state of markets, what to expect as we move into the 2020 election year and how advisors can protect their client's portfolios.

7:00 pm

Cocktails and hors d’oeuvres

Enjoy a cold beverage with your peers!


Please feel free to forward this invitation along to any of your colleagues.


For any questions please contact John Black john.black@nasdaq.com.

Disclaimer: Options involve risk and are not suitable for all investors. Individuals should not enter into options transactions until they have read and understood the risk disclosure document, Characteristics and Risks of Standardized Options, available by visiting OptionsEducation.org. None of the information in this email should be construed as a recommendation to buy or sell a security or to provide investment advice. ©2019 The Options Industry Council. All rights reserved.