Options & Structured Products Academy
The Options & Structured Products Academy aims to educate financial advisors on the fundamentals, comprehensive mechanics and practical use cases for options and structured products.
May 7-8, 2025
LIVE in Chicago
Join top wealth managers, industry leaders and academics for two days of in-person classes and networking. Earn 8 hours of CFP/IWI/CFA® continuing education credits.
Coming Soon
LIVE Online
Online classes will begin in June 2025. You do not have to join in person to join us online. Earn up to 12 hours of CFP/IWI/CFA® continuing education credits online.
Register Now
Limited Seats Available
Registration for the in-person event is limited, but complimentary for financial professionals.
Agenda
Join us at the Chicago Board Options Exchange Global Markets for a day and a half of in-depth learning and networking.
May 7 • Day 1
Mastering Options Strategies & Structured Product Integration
2:00 PM CT
Hedged Equity Strategies: Balancing Growth & Protection
- Overview of collar strategies, protective puts, & risk-defined structures
- When to use actively managed hedged equity vs. DIY
- Real-world case studies from institutional portfolios
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Title, Firm Name
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2:30 PM CT
Barrier & Buffered Strategies: Defining Risk in Volatile Markets
- The mechanics of buffered ETFs, structured notes, & barrier options
- Why RIAs are using defined-outcome products for clients
- Choosing between custom structured notes vs. off-the-shelf solutions
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Title, Firm Name
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3:00 PM CT
Innovations in Options-Based ETFs
- The rise of actively managed options ETFs
- Differences between buy-write ETFs, defined-outcome funds, & volatility-based ETFs
- What’s next in ETF-based derivatives strategies?
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3:45 PM CT
IBM Watson AI: The Future of Options & Structured Products
- How AI-powered models analyze volatility & optimize derivatives strategies
- The rise of machine-learning-driven structured products
- Real-world examples of AI-driven trading & risk management
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4:30 PM CT
Building Better Portfolios With Derivatives
- New Rules For Portfolio Construction
- Opportunity Risks vs. Behavioral Risks
- Benchmarking & Performance Reporting
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5:15 PM CT
Networking Reception
May 8 • Day 2
Advanced Applications & Industry Leadership
8:15 AM CT
Bell Ringing (Optional)
Chicago Board of Trade Building
141 West Jackson Boulevard
8:15 AM CT
Breakfast
Cboe Building
433 W Van Buren Street
9:30 AM CT
Structured Product & Options Market Outlook for 2025 & Beyond
- Regulatory changes, liquidity trends, & issuance forecasts
- How macro trends (inflation, interest rates) impact structured products
- What new product innovations are coming to market?
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10:00 AM CT
Option Overlays Within ETFs: Risk-Managed Strategies
- How ETF-based options overlays enhance risk-adjusted returns
- Differences between tactical vs. systematic overlay strategies
- Where structured ETFs fit within broader portfolio construction
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10:30 AM CT
ETFs vs. SMAs vs. Custom Notes: What’s Right for Your Clients?
- How to decide between ETF-based overlays, SMA solutions or custom structured notes
- Fee structures, liquidity concerns & customization levels
- Where institutional investors are placing money
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11:15 AM CT
Research, Access & Technology: Implementation Resources
- How advisors are using 3rd party platforms for access, research & execution
- Client proposals, reporting & best practices
- What’s next?
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12:00 PM CT
Keynote Lunch Speaker – To Be Announced
1:15 PM CT
Advanced Structured Product Calendars: Timing & Execution
- How advisors are laddering buffered ETFs & autocallable structured notes
- Understanding product rolls, early redemption risks & optimal trade timing
- Real-world examples of product sequencing in different rate environments
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2:00 PM CT
Advanced Wealth Management & Tax Considerations
- Structured Products & Taxes
- Advanced Wealth Planning Strategies
- Case Studies
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2:30 PM CT
Conference Adjourns
Speakers
Keith Black, Ph.D., CAIA, CFA, FDP
RIA Channel®
Tiago Fernandes
WSD
Laurence Black
The Index Standard
Alan Grigoletto
Grigoletto Financial Consulting LLC
Produced By
RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 250 investment webcasts annually, and reaches an audience of over 350,000 financial advisors.
To find out more, visit RIAChannel.com
RIA Database® provides financial software and comprehensive profiles on RIAs, Bank/Trust Institutions, Registered Reps, Broker/Dealers and Family Offices. RIA Database services more than 600 financial institutions world-wide.
To find out more, visit RIADatabase.com