Options trading explained

Event details

Date: Tuesday, September 18, 2018 Duration: 60 minute sessions Time: 10:30 a.m. – 3:00 p.m. CT

Looking to get started with options? Join professionals from Fidelity Investments and the Cboe Global Markets, Inc. (Cboe) as they team up for 3 educational sessions beginning with a one hour panel discussion on integrating options into your investment strategy followed by hand’s on demonstration sessions to help you apply what you have learned.

Register once to attend 1 or all 3 sessions.

Workshop venue details

The St. Regis Houston
1919 Briar Oaks Lane
Houston, TX 77027
(713) 840-7600
Room: Astor Ballroom
Parking information
Valet parking is available on site and will be validated.

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 Fidelity.com. 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 St. Regis Houston?
Register now to attend online

Times Sessions
10:30 am – 11:00 am CT


11:00 am – 12:00 pm CT

Session 1: What are my options?

We will talk about common strategies, where there is opportunity and pitfalls to avoid.

12:00 – 1:00 pm CT


1:00 – 1:50 pm CT

Session 2: Basics of spread trading

Basic option spread strategies may present many interesting trading opportunities. Join Fidelity and Cboe Global Markets as they explore the advantages and disadvantages of trading spreads. We will show you two popular strategies and how to execute both trades on the Fidelity trading platform.

2:00 – 2:50 pm CT

Session 3: Volatility and managing risk

So what is volatility and why should I care? Ever wonder how to better manage risk or take advantage of increasing volatility? Join Fidelity and Cboe Global Markets as they take a basic look at what volatility is and two popular strategies to help you manage it.


Greg_Stevens100x100Moderator: Greg Stevens 
Vice President, Brokerage Product Development
Fidelity Investments

Peter_Lusk100x100Peter Lusk 
Senior Instructor
The Options Institute at Cboe Global Markets

Allen_Helm100x100Allen Helm
Regional Brokerage Consultant 
Fidelity Investments

SamShore100x100Sam Shore
Trading Strategy Desk 
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.