Fine-tuning your portfolio

Join us for an educational event designed to help you become a more confident investor.

Tuesday, January 21, 2020 — see event details below

Event details

Date: Tuesday, January 21, 2020 Duration: Three 60-minute sessions Time: 1:00 p.m. – 4:00 p.m. ET

Professionals from Cboe Global Markets will provide insights on current economic conditions, the challenges of managing money, and how to incorporate options strategies to help you manage risk within your portfolio.


Important: These sessions will NOT be recorded.


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Do you live in the Boca Raton, FL area and/or are you interested in attending this event in person?
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Times Sessions Registration
1:00 p.m. – 2:00 p.m. ET Session 1 | Market update: What are the markets telling us?
What can we expect in 2020? Can the economy continue to grow? At what pace? Are there any signs of slowdown or an uptrend? Join Jake Weinstein, a research analyst at Fidelity, who will provide a view on current economic conditions, what drove the market in the last quarter, and what you can expect in the near future.
2:00 p.m. – 3:00 p.m. ET Session 2 | Insights from Fidelity’s Portfolio Management Team
How are you managing your money? Any gaps or concerns? Join Naveen Malwal, a Fidelity institutional portfolio manager, who will talk about some of the challenges of managing money, the process strategic advisers will use to manage money at Fidelity, and what investors need to think about for 2020.
3:00 p.m. – 4:00 p.m. ET Session 3 | What are my options for 2020?
Fidelity Investments’ Mike McCrary and Cboe Global Markets’ Jermal Chandler will present options strategies to consider in 2020. They will discuss income generation, stock replacement, and hedging strategies to help you manage the risk and potential returns of your portfolio.


Presenters

Jake Weinstein

Jake Weinstein

Research Analyst
Fidelity Investments

Naveen Malwal, CFA®

Naveen Malwal, CFA®

Institutional Portfolio Manager
Fidelity Investments

Jermal Chandler

Jermal Chandler

Derivatives Instructor
Cboe Global Markets

Michael McCrary

Michael McCrary

Regional Brokerage Consultant
Fidelity Investments

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