Join us for an engaging three-part educational event. A panel discussion features three portfolio managers from Fidelity Investments and an insightful opportunity to hear from Ed Modla from The Options Industry Council (OIC) to help you become a more confident investor. |
The market, my portfolio, and options When: Thursday, December 17, 2020 Noon–3:00 p.m. ET Session 1: Insights and opportunities with Fidelity portfolio managers Noon–1:00 p.m. ET This has been a year of tremendous challenge and change. But with challenge, comes opportunity. Join us for this session in which we will talk to three Fidelity portfolio managers about trends and opportunities they are seeing in the marketplace, as well as some insights they can provide to investors looking to grow their investment skills. - Rajiv Kaul, Sector Portfolio Manager
- Christopher Lin, Portfolio Manager
- Katherine Shaw, CFA®, Sector Leader
Session 2: What you need to know about options 1:00 p.m.–2:00 p.m. ET Are you curious about options? During this session, the OIC and Fidelity will cover the basics. We will discuss what options are, how they work, and what you need to know before trading options. In addition, we will provide a systems demonstration using Fidelity.com that will be focused on options quotes and the options trade ticket so that you are able to get started. Session 3: How do options fit into my portfolio? Strategies and ideas 2:00 p.m.–3:00 p.m. ET In this session, the OIC and Fidelity will explore some common scenarios in which options can help to achieve a specific goal, including: - Help with potential security gains
- Directional trading for short-term opportunity capture
- Adding alpha to your portfolio
Register Now | Add to Calendar Please be advised: Video playback is no longer supported on Internet Explorer. To view the webinar, please ensure that you will be using a different browser. |
 | Edward J. Modla Director, Retail Education The Options Industry Council (OIC) | |
|  | Rajiv Kaul Sector Portfolio Manager Fidelity Investments | |
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 | Christopher Lin Portfolio Manager Fidelity Investments | |
|  | Allen Helm Regional Brokerage Consultant Fidelity Investments | |
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 | Katherine Shaw, CFA® Sector Leader Fidelity Investments | |
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