Oct 9, 2012
Options for Managing Risk and Yield In a Low Interest-rate Environment
Three financial experts discussed 'Options for Managing Risk and
Yield in a Low Interest-rate Environment' at a panel discussion
held on October 2nd. The meeting was jointly sponsored by Chicago
QWAFAFEW and Chicago PRMIA.
The three panelists were:
(1) Mr. Scott Maidel, CFA, CAIA, FRM, senior portfolio manager in the equity derivatives group for Russell Investments and co-portfolio manager of the new Russell Strategic Call Overwriting Fund. Russell Investments has more than $150 billion in assets under management and is headquartered in Seattle, WA.
(2) Mr. John Gambla, CFA, FRM, PRM, a Senior
Portfolio Manager for the Alternatives and Active Equity Investment
Team at First Trust Advisors L.P. John is a portfolio manager for
the new First Trust CBOE S&P 500 VIX Tail Hedge Fund
(VIXH). First Trust Advisors, L.P. is
headquartered in Wheaton, IL and has approximately $56 billion
assets under management or supervision as of July 31,
2012.
(3) Mr. Edward McRedmond, Senior VP - Institutional & Portfolio Strategies, Invesco PowerShares, a firm headquartered in Wheaton, IL with franchise assets of over $65 billion that offers more than 140 ETFs, including the PowerShares S&P 500 BuyWrite Portfolio (PBP) and PowerShares S&P 500 Low Volatility Portfolio (SPLV).
Mr. Matt Moran of CBOE served as moderator for the meeting.