Upcoming Events
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This page lists seminars, conferences, demonstrations and other assemblies happening in the world of finance.
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FIA and OIC New York Equity Options Conference
When: Sept. 8-9, 2008
Where: NY Marriott Downtown
Full info: www.futuresindustry.org
Program information and online registration will be available in early June.
The options industry has experienced phenomenal growth in the last few years, a testament to the effectiveness of options as a risk management tool used both by retail and institutional customers.
The Options Industry Council and the Futures Industry Association have partnered to coordinate the third New York Equity Options Conference. The conference targets securities industry professionals involved in the U.S.-listed options business, as well as both individual and institutional investors.
FIA and OIC Investor Education Day
When: Sept. 8, 2008, 8 a.m.-5 p.m.
Where: NY Marriott Downtown
Full info: www.futuresindustry.org
Registration available to qualified retail investors only! Cost: $50 (Includes catered breaks, entrance into the exhibit hall and lunch on the exhibit hall floor.)
The Options Industry Council and the Futures Industry Association have partnered to coordinate the third Investor Education Day. The seminars are targeted towards retail investors and promote the responsible use of options, an approach that highlights both the risks and rewards of using the product.
Sessions Include: Options Fundamentals, ETF Options, Real-Time Trading, Option Greeks and Volatility, Ideas into Action Market Analyst Panel, and a Q&A Session.
To register, go to OIC Special Events Page.
For more information, contact the Options Industry Council at 1-888-OPTIONS.
Futures & Options Course/Series 3 Exam Course
When: Sept. 8-9, 2008
Where: Chicago, IL
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a Web tutorial and Series 3 Exam simulator with unlimited practice exams for those planning to sit for the test.(Course is provided by the IFM, an independent, nonprofit educational foundation.)
Seminar: Solutions for Algorithmic Traders- Hong Kong
When: Sept. 9, 2008, 4:20pm-5:45pm
Where: Hong Kong, as part of the Electronic Trading Asia Conference in the Hong Kong Convention and Exhibition Center
Details:
If you are considering or currently employing algorithmic trading strategies, this session is designed for you. During the course of this fast-paced seminar, you will learn how to code, develop, back test and trade your strategies out of one solution: RTD Tango.
RTD Tango is an event-based automated algorithmic trading system that enables users to code and deploy thousands of trading strategies simultaneously. RTD Tango is a multi-asset, multi-exchange solution that handles multi-layer algorithmic trading strategies and is suitable for a broad range of industry professionals and business models.
Who should attend?
- Proprietary Traders
- Financial Engineers
- Algorithmic Trading Professionals
- Hedge Fund Managers
- Industry Professionals interested in Algorithmic Trading
Please RSVP to events@rtsgroup.net.
CME Group and Standard & Poor's Real Estate Forum in New York
When: Sept. 10, 2008
Where: New York, NY
Full info: [1]
Details:
The U.S. housing market is at the heart of the turbulence in the financial system. This forum will focus on the key issues arising from the housing downturn:
- Outlook for U.S. home prices
- Hedging home price risk
- The impact on consumer credit and lending
- The future of financial innovation in housing
- This interactive forum will feature leading capital markets and mortgage industry professionals.
Seminar: Solutions for Algorithmic Traders-Singapore
When: Sept. 11th, 2008, 11:30am to 1:00pm
Where: Singapore, SGX Auditorium, SGX Center 1, Level 2, 2 Shenton Way (Opposite Lau Pa Sat)
Details:
If you are considering or currently employing algorithmic trading strategies, this session is designed for you. During the course of this fast-paced seminar, you will learn how to code, develop, back test and trade your strategies out of one solution: RTD Tango.
RTD Tango is an event-based automated algorithmic trading system that enables users to code and deploy thousands of trading strategies simultaneously. RTD Tango is a multi-asset, multi-exchange solution that handles multi-layer algorithmic trading strategies and is suitable for a broad range of industry professionals and business models.
Who should attend?
- Proprietary Traders
- Financial Engineers
- Algorithmic Trading Professionals
- Hedge Fund Managers
- Industry Professionals interested in Algorithmic Trading
Please RSVP to events@rtsgroup.net.
Futures & Options Course/Series 3 Exam Course
When: Sept. 11-12, 2008
Where: NYMEX, New York, NY
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a Web-tutorial and Series 3 Exam simulator with unlimited practice exams for those planning to sit for the test. (Course is provided by the IFM, an independent, nonprofit educational foundation.)
Global Financial Leadership Conference: Insight For Tomorrow
When: Sept. 15-17, 2008
Where: Naples, Florida; Ritz-Carlton Golf Resort
Full info: [2]
Details:
Global Financial Leadership Conference, presented by CME Group, is an exclusive event that brings together decision makers from the world's leading financial institutions to discuss emerging geopolitical trends, debate critical economic issues and provide insightful perspectives on future developments in the financial marketplace. The event is designed for opinion leaders in the institutional investment sector, including financial, banking and brokerage institutions, futures commission merchants, hedge funds, plan sponsors, portfolio and mutual fund management firms, corporate Treasuries and propriety trading firms. BY INVITATION ONLY.
Is Algo Trading Withing Your Grasp?
When: Sept. 16-17, 2008
Where: Tokyo, Japan; Westin Hotel - Being held immediately prior to FIA Asia
Full info: www.theifm.org
Details:
This course provides a top-down approach to algorithmic trading, including the business planning for launching algorithmic trading operations, identification of target markets and trading styles for algorithmic trading, designing trading strategies and their algorithmic components. The program also explores testing and deploying these strategies with integrated risk controls, information technology infrastructures to run algorithmic trading operations, life cycles of algorithmic trading solutions, project management for starting algorithmic trading, business strategies to keep the competitive edge in algorithmic trading.
No pitches and no hype - just education
Who should attend: Traders, trading desks directors, institutional portfolio managers, asset allocation specialists, high net worth managers, hedge fund managers, analysts, risk managers and regulators.
The Life Settlements Conference 2008
When: Sept. 23-25, 2008
Where: Las Vegas, Nevada
Full info: [3]
Details:
Investment bankers, hedge funds, brokers and attorneys gather for three days of intensive education and networking at The Life Settlements Conference. Hosted by DealFlow Media, publisher of The Life Settlements Report, this is the largest independent event for those involved in the secondary life market, covering the complex legal and structural issues, industry trends, investment updates, and perspectives on global opportunities.
OIC Equity Options Seminars For Fall 2008
When: Sept. 16-Nov. 6, 2008
Where: San Jose; Cambridge; Minneapolis; Richmond; Parsippany; St. Louis; Schaumburg; Boca Raton; NY and Baltimore
Full info: [4]
Details:
BASIC: Getting Started with Options
This new basic seminar focuses on options fundamentals for the novice options investor. An options professional will cover essential concepts and terms of options contracts as well as their risk/reward characteristics. Attendees will learn about buying and selling calls and puts, how to work with an expected up or down movement in a stock’s price with limited risk, and how to revive a stock already owned that doesn’t seem to be going anywhere. Options questions will get straightforward answers. A basic knowledge of stocks, and some experience with stock investing, is recommended.
INTERMEDIATE: Managing Your Portfolio with Options This new intermediate-level seminar extends beyond the fundamentals of buying or selling calls and puts. After a review of basic concepts, an options professional will guide the classroom into the world of spread strategies including vertical spreads and time spreads. This class will demonstrate how truly flexible options are and how these limited risk spreads might fit into even the most conservative portfolios. Participants will learn about straddles and strangles, and the nature of volatility. They will also learn about ways to repair existing stock positions. An understanding of the basics, as well as limited experience trading options is recommended.
Reporters are invited to attend the seminars as well to learn more about options. Contact Jim Binder at 312-322-9853 or Angela Kotso at 312-322-6267 for arrangements.
Alpha Generation in a Changing Market Webinar
When: 11 a.m. EDT, September 24, 2008
Where: Online
Full info: www.alphacet.com
Details:
This special one-hour Webinar by Alphacet and the Aite Group will zero in on current trends within quantitative analysis as well as offer advice on how you can develop smarter strategies, streamline workflow processes, increase the effectiveness of models and shorten the investment selection lifecycle.
Introduction to Exchange-Traded Futures & Options
When: Oct. 1, 2008
Where: NYMEX - New York, NY
Full info: www.theifm.org
Details:
Designed as a "first look" at futures and options markets, the educational course introduces basic terminology and concepts of the exchange-traded marketplace, and explores the basic applications of these financial instruments. Course is ideal for prospective market users with little or no experience in these markets as well as industry new hires, IT and technology staff, and those seeking a better understanding of these markets as a way to enhance their dealings with futures/options colleagues. (Course is provided by the IFM, an independent, nonprofit educational foundation.)
Option Strategies to Quell Market Chaos & Enhance Returns
When: Oct. 2, 2008
Where: NYMEX - New York, NY
Full info: www.theifm.org
Details:
This intensive program is designed for market professionals, portfolio managers and traders seeking to learn how to increase portfolio yields, capture unique alpha returns, and protect against the inevitable market correction. Content uses market examples using options on equities, stock indexes, interest rates, and the new option related asset classes. Course is jointly provided by the IFM, an independent, nonprofit educational foundation and the Options Industry Council.
Compelling Topics Include:
- Develop methods to establish limited risk, long market positions
- Adjust your portfolio to limit losses in this down market
- Learn how the real market differs from theory
- Hone your skills for matching the right option spread strategy with your market view
- Discover the new asset class – options and volatility
- Market intelligence embedded in options prices
- Scrutinize the differential applications for vertical spreads, horizontal spreads, diagonal spreads, weighted spreads, synthetics and synthetic options arbitrage
- Quantify your options exposure using delta, gamma, theta and Vega
Futures & Options Course/Series 3 Exam Course
When: Oct. 6-7, 2008
Where: Los Angeles, CA
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a Web-tutorial and Series 3 exam simulator with unlimited practice exams for those planning to sit for the test.(Course is provided by the IFM, an independent, nonprofit educational foundation.)
Chicago Trading Forum
When: Oct. 7, 2008
Where: Chicago, IL
Full info: www.marketsmediallc.com
Details:
Held at the University Club, this one-day conference invites traders; portfolio managers; investment strategists; CIO's and CEO's to discuss current issues in today's marketplace. Some of the topics that will be discussed at the conference include:
- The debate on the quest for liquidity has never been more liquid – it's still all about liquidity.
- As more investment managers move into multi-asset class trading strategies, which platforms will best suit their needs?
- Who are the new players and how will the blurring of traditional roles affect you and your business?
- Sweeping exchange consolidation – the battle for markets and listings rages on
- The ATS revolution – a major threat to traditional exchanges?
- Dark pools – broker-dealer platforms, trading systems and liquidity: have they become the new exchanges?
- Algos for Options - ever more complex cutting edge Algo offerings
- The role of regulators – how can they keep pace with these rapidly evolving markets?
- Finding liquidity in illiquid market conditions
Please RSVP to danielle@marketsmediallc.com by Aug. 1 for the early bird discount.
Futures & Options Course/Series 3 Exam Course
When: Oct. 7-8, 2008
Where: San Francisco, CA
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a Web-tutorial and Series 3 Exam simulator with unlimited practice exams for those planning to sit for the test. (Course is provided by the IFM, an independent, nonprofit educational foundation.)
LME Metals Seminar
When: Oct. 13, 2008
Where: Westminster, London
Full info: [5]
Details:
- 8:30 a.m. Registration and Coffee
- 9 a.m. Welcome, Review and Look Forward: Martin Abbott, Chief Executive, London Metal Exchange
- 9:10 a.m. Metals Economic Outlook: David Abramson, Managing Editor, BCA Research
- 9:40 a.m. 30 years of Aluminium Futures Trading: James Southwood, President, Price Risk Management, CRU
- 10:10 a.m. Q & A Panel Session
- 10:25 a.m. Coffee Break
- The Outlook for LME Metals:
- 10:55 a.m. Aluminium: Michael Jansen, Executive Director, Commodities, JPMorgan Securities Ltd
- 11:20 a.m. Copper: Robin Bhar, Metals Analyst, Calyon Credit Agricole CIB
- 11:45 a.m. Nickel, Tin, Zinc and Lead: Gayle Berry, Associate Director, Commodities Research, Barclays Capital
- 12:10 p.m. Steel Billet: Jim Lennon, Head of Commodities Research, Macquarie Bank Limited
- 12:35 p.m. Q & A Panel Session
- 12:50 p.m. Close/Drinks Reception
Futures & Options Course/Series 3 Exam Course
When: Oct. 29-30, 2008
Where: Chicago, IL
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a web tutorial and Series 3 exam test simulator with unlimited practice exams for those planning to sit for the exam.(Course is provided by the IFM, an independent, nonprofit educational foundation.)
Fourth Annual Emerging Markets Private Equity Forum Co-hosted by PEI and EMPEA
When: Nov. 4-5, 2008
Where: London, England
Full info: http://www.empea.net/events/London08.shtml
Details:
By combining their resources, experience and tradition of bringing you the most important annual gathering of emerging markets private equity practitioners, PEI and EMPEA continue to lead the way in presenting the most meaningful content and interesting speakers involved in emerging markets.
Last year’s event saw more than 450 delegates representing more than 40 countries gather in London to hear fascinating discussions led by leading thinkers including: Lord Mark Malloch Brown, Minister for Africa, Asia & The United Nations in the UK government and John Micklethwait, editor-in chief of The Economist.
This year, the forum has moved to a dramatic new location at The Intercontinental Hotel on Park Lane in London. Organizers are anticipating an even greater turnout of leading LPs, fund managers and advisors involved in emerging markets private equity. To book your place now, visit the registration page The Emerging Markets Private Equity Forum or call +44 (0)20 7566 5445.
Futures & Options Course/Series 3 Exam Course
When: Dec. 8-9, 2008
Where: Chicago, IL
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a web tutorial and Series 3 Exam test simulator with unlimited practice exams for those planning to sit for the test.(Course is provided by the IFM, an independent, nonprofit educational foundation.)
Introduction to Exchange-Traded Futures & Options
When: Dec. 16, 2008
Where: New York, NY
Full info: www.theifm.org
Details:
Designed as a "first look" at futures and options markets, the educational course introduces basic terminology and concepts of the exchange-traded market place, and explores the basic applications of these financial instruments. Course is ideal for prospective market users with little or no experience in these markets as well as industry new hires, IT and technology staff, and those seeking a better understanding of these markets as a way to enhance their dealings with futures/options colleagues.(Course is provided by the IFM, an independent, nonprofit educational foundation.)
Futures & Options Course/Series 3 Exam Course
When: Dec. 16-17, 2008
Where: New York, NY
Full info: www.theifm.org
Details:
This two-day educational course provides a strong foundation in the fundamentals of market theory and industry practice. Topics covered include trading theory and functions; margins, offset, settlement, delivery; option premiums, exercise, assignment and settlement: orders; hedging; spreading; strategies; calculations; compliance rules and disclosures. Course includes two textbooks plus a web tutorial and Series 3 Exam simulator with unlimited practice exams for those planning to sit for the test. (Course is provided by the IFM, an independent, nonprofit educational foundation.)
25th Annual CBOE Risk Management Conference
When: March 8-10, 2009
Where: Laguna Niguel, California
Full info: [6]
RMC is an educational forum where institutional users of equity derivatives come to learn about new products, policies and systems to manage risk exposure and enhance yields.
This year's conference will focus on:
- Enhancing returns and lowering risk using listed derivatives;
- New sources of Alpha in a bear market;
- Managing volatility risk;
- Profiting from increased market volatility while reducing risk;
- Managing credit risk and;
- New ways to hedge or profit from increased credit risks.
