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Boston QWAFAFEW Meeting: 18 Jun 2019

June 18 @ 6:00 pm - 8:00 pm

| $30
Boston QWAFAFEW Meeting: 18 Jun 2019

Utilizing Options Strategies to Meet Portfolio Objectives

A QWAFAFEW discussion led by:

Dan Corcoran, CEO Volos Portfolio Solutions

Abstract
The growth of options and volatility strategies over recent years has caused many managers to reconsider existing portfolio construction and idea implementation approaches. Utilizing options strategies has been shown to help managers better meet their portfolio objectives, whether it be enhancing returns, generating income, or reducing portfolio risk. In this discussion, we present an optimized and technology-driven approach to enhancing the performance of a standard index call-overwriting and collateralized put-write strategies.

Bio:

Dan Corcoran is founder and CEO of Volos Portfolio Solutions, a software company that helps investors optimize their options strategies. Dan’s passion for quantitative finance led him to start Volos in 2014 and assemble the financial engineering talent to develop software for the investment industry of the future. He has experience in the hedge fund industry at SCS Financial, working on a team to analyze hedge funds. In order to grow Volos, Dan officially withdrew from Babson College, where he was a Weissman Scholar, and has also completed coursework at MIT, Olin College of Engineering, and Harvard University. In his free time, Dan enjoys skiing and researching the latest trends in technology.

Time: 6:15 PM sharpe
3rd Floor of the Tennis & Racquet Club
939 Boylston Street
RSVP to hugh@QWAFAFEW.org
Mailing List and Payment Link: https://boston.qwafafew.org/

All annual dues ($150) should be paid to Boston QWAFAFEW by credit card, Bitcoin or check.

By credit card (PayPal)
http://qwafafew.org/BostonPayDues.html

By Bitcoin
Send us Bitcoin, our address is:
153GtwqHHxdHaTh8i1SC1UmZUuFpXN6wye
Please send a separate email identifying your anonymous payment.

By check:
Executive Management Associates
12 Academy Avenue
Atkinson, NH  03811
bostonqwafafewbilling@gmail.com

Please RSVP for all meetings you plan to attend: hugh@QWAFAFEW.org
Guests who do not RSVP may have to wait to enter the meeting, due to space constraints (capacity=100, BFD).

Guest fees ($30) can be paid through EMA (check or PayPal, bring receipt) or bitcoin (at address above).  The $30 guest fee can be paid by bitcoin, cash or check at the door, no credit cards at the meeting.

Please bring exact change (eg: two twenties = $40 Guest Fee).

As always, if you have names or discussion topics, please forward them to any member of the Steerage Committee

Questions, comments:
bostonqwafafewbilling@gmail.com
hugh@QWAFAFEW.org

Steerage Committee:
Hugh Crowther
Dan diBartolomeo
Mike Dunn
Steve Gaudette
Sri Krishnamurthy
Mark Kritzman
John Minahan
Donna Cool Murphy (Dinners)
Larry Pohlman
Dan Potter
Dan Rie
Evan Schulman
Michael Schwartzman
Michael Wilcox

The members of the Steerage Committee are responsible for coordinating the program content.

Program suggestions from members are always welcome.

RSVP to: hugh@QWAFAFEW.org

Mailing List and Payment Link: https://boston.qwafafew.org/

Details

Date:
June 18
Time:
6:00 pm - 8:00 pm
Cost:
$30