10:00 - 11:30
Learn how to buy low & sell high in the options market with institutional strategies - explained with good humor & sound financial knowledge. This program is for people with intermediate to advanced investing skills. Presented by Jonathan Masse, CFA.
Masse is an Investment Strategist for Perigon Wealth Management, a Registered Investment Advisor. He began his career in 1994, cutting his teeth as a market-maker on the floor of the CBOE and PSE options exchanges. In 2001, he joined Barclays Global Investors as they launched their iShares product set, and he managed over $30 billion in institutional Emerging Markets portfolios. In 2007, he partnered with Burton Malkiel of Random Walk fame on ETFs and hedge funds as part of an eight year project. He began his own consultancy in 2015, and worked with three firms who produced six of ETF.com’s “15 most important ETFs”. A star project of his was the launch of WisdomTree’s first options-based strategy: The WisdomTree CBOE/S&P500 Put-write Fund (ticker: PUTW). He transitioned his options expertise into “Wealth Management with Options” at Perigon in July 2019 with a focus on risk-compensating solutions to high network individuals and institutional clients.