Trader's Summit: The 2018 Market and Beyond. The Risk and the Opportunity

Event details

Date: Tuesday, November 6, 2018 Duration: 50-75 minute sessions Time: 10:30 a.m. – 3:00 p.m. ET

Join options professionals from Fidelity Investments and the Cboe Global Markets, Inc. (Cboe) as they team up for an educational event designed to help you become a more confident investor. You'll hear an exciting market outlook update, how to protect your portfolio from potential future risks, and how to capitalize in a changing world.

Register once to attend 1 or all 3 sessions.

Workshop venue details

Convene at 101 Park Avenue
101 Park Avenue (at 41st Street)
New York, New York 10178
Room: Park Hub

IMPORTANT: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show the audience how to apply what you've learned on Please note, these sessions will not be recorded.

Not a Fidelity customer? You can still attend by clicking here to set up free guest access and use that information to register.

Can't join us live at the Convene at 101 Park Avenue venue?
Register now to attend online

Times Sessions
10:30 am – 11:00 am ET


11:00 am – 12:15 pm ET

Session 1: Market Outlook: Jurrien Timmer

What’s left for 2018 and where are we headed for 2019? Please join us for a special presentation on the state of the market from one of Fidelity's top experts, Jurrien Timmer. Jurrien has more than two decades of experience in the investment world and is a 20-year veteran at Fidelity. He plays a key role in Fidelity’s Global Asset Allocation (GAA) group, where he specializes in global macro strategy and tactical asset allocation. As an investment strategist, his work includes macro-economic, technical and quantitative disciplines. Jurrien’s research is widely used by Fidelity’s portfolio managers and analysts. In addition to this internal role, he is also a spokesman on investment matters to Fidelity’s clients and associates.

12:15 – 1:00 pm ET


1:00 – 1:50 pm ET

Session 2: Boom or bust? Protecting your portfolio

What are some of the potential future risks? Earnings? Trade wars? Political turmoil? Inflation? This session will look at option strategies that can help you mitigate risk.

2:00 – 2:50 pm ET

Session 3: Opportunities in a changing world using option strategies

Change brings opportunity in the US and abroad. This session will explore option strategies that can help you to capitalize on those opportunities.


Timmer_Jurrien_2018_100x100Jurien Timmer 
Director, Global Macro
Fidelity Investments

Peter_Lusk100x100Peter Lusk 
Senior Instructor
The Options Institute at Cboe Global Markets

Gagliardi_100x100John Gagliardi, CMT
Regional Brokerage Consultant 
Fidelity Investments

If you are new to options, we suggest reviewing the following educational materials before the workshop:

If you’re a more experienced options trader, please visit the Trading Strategy Desk Coaching Sessions page for more in-depth training and strategy development.