Virtual Event

Now Available On-Demand

E*TRADE's Options Symposium

You’ve mastered the basic concepts of trading options. Now you’re ready to take it to the next level. At E*TRADE’s Options Symposium, we’ll explore a range of sophisticated strategies designed to give you even more flexibility to help generate income, manage risk, and take a position on the market. We’ll also show you how to bring these strategies to life using our powerful trading tools and platforms.

Aiming higher: Taking your options trading to the next level

Have a solid grasp on the basics of options trading and ready to do more? The sessions in this track will explore a number of more advanced strategies that may help you increase your trading precision and flexibility—and then show you how to execute them using E*TRADE tools and platforms.

11:00 a.m.–12:15 p.m. ET
Going Long: Strategic Considerations for Long Options

Once you have a directional view on a stock or index, it’s time to think about strike prices, expiration dates, and probabilities. In this session, we’ll walk you step-by-step through the factors to consider in planning and executing long call or put strategies effectively.

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12:30–1:45 p.m. ET
The Art of Selling Calls and Puts for Income

This session introduces traders to two widely used credit strategies for generating income: selling calls and selling puts. The focus will be on choosing appropriate strike prices and expiration dates, as well as how to position yourself for bullish and bearish trends.

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2:00–3:15 p.m. ET
Powering Your Trades with E*TRADE Options Tools

Options traders at E*TRADE have an array of high-powered tools at their fingertips. Join this session for a guided tour and demonstration of everything from option chains to trade management, plus advanced tools to find and validate ideas.

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3:30–4:45 p.m. ET
The Long and Short of Vertical Spreads

Spread trading is often considered the bridge between beginning and advanced options trading. This session will explore two Level 3 strategies that feature a predetermined potential risk and reward profile: bull call spreads and bear put spreads.

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5:00–6:00 p.m. ET
Managing Risk: The Greeks in Plain English

The so-called “Greeks” are a collection of statistical values that options traders can use to help understand, define, and control position risk. In this session, we’ll show you how to make the Greeks an indispensable part of your everyday options trading.

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Reaching the summit: Advanced topics in options trading

Ready to explore the highest levels of options trading? Then this track is for you. We’ll go in-depth on a variety of Level 3 and 4 spread strategies, break down the opportunities and risks of market volatility, and give you a live tour of some of the most sophisticated options tools and resources available to options traders at E*TRADE.

11:00 a.m.–12:15 p.m. ET
Credit Spreads: A Next-Level Options Income Strategy

Put your options knowledge and skills to work with more advanced strategies with the potential to help generate income. In this session, you’ll learn about bull and bear options credit spreads and how to manage the associated risk and potential reward.

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12:30–1:45 p.m. ET
Taking Flight: Iron Condors for a Range-Bound Market

Join this session to explore the iron condor trade—an advanced options strategy designed to help you profit in a sideways or neutral market environment. You’ll learn how to construct, analyze, execute, and risk manage this type of trade using the E*TRADE platform.

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2:00–3:15 p.m. ET
Building a Toolkit for Advanced Options Trading

Sophisticated options traders at E*TRADE have access to a wealth of advanced tools, information, and functionality to power their trading. Join this session for a live tour and demonstration of the resources to manage your options trading with greater confidence.

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3:30–4:45 p.m. ET
Turning Time Decay in Your Favor with Diagonal Spreads

You know about covered calls. But did you know there are similar strategies with a potentially more favorable risk/reward profile? Join this session to learn about diagonal spreads and how the concept of theta arbitrage may help improve returns and manage risk.

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5:00–6:00 p.m. ET
The Ups and Downs of Volatility for Options Traders

Many options traders focus on directional movement but fail to consider other important components of an options valuation, such as volatility. In this session, we’ll take a close look at volatility and how it pertains to sound options trading and strategy selection.

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Virtual Event

E*TRADE's Options Symposium

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Summary

You’ve mastered the basic concepts of trading options. Now you’re ready to take it to the next level. At E*TRADE’s Options Symposium, we’ll explore a range of sophisticated strategies designed to give you even more flexibility to help generate income, manage risk, and take a position on the market. We’ll also show you how to bring these strategies to life using our powerful trading tools and platforms.

Speakers

Dave Whitmore
Senior Strategist, Trader Education, E*TRADE Securities LLC

Dave Whitmore is a Senior Strategist of Trader Education with E*TRADE Securities LLC. Dave has been teaching investments and trading for more than twenty years. He has worked with thousands of investors, at events and online, and taught a wide range of topics, including technical analysis, stock fundamentals, stock selection, risk management, options, and exchange-traded funds. Dave holds an MBA from New York University and a BA in business economics from the University of California at Santa Barbara. He lives in New Jersey with his wife and two children where he enjoys high school sports, competitive dance, golf, skiing, Jeopardy, jazz, and amateur ornithology. 

Rick Swope
Senior Strategist, Investor Education, E*TRADE Securities LLC

Rick Swope is a Senior Strategist of Investor Education with E*TRADE Securities LLC. As a veteran in the industry, Rick has presented at hundreds of seminars across the U.S. and around the world. His expertise covers technical analysis, market strategy, and risk management. He has extensive media experience, including a regional PBS weekly show, a national PBS pledge program, and numerous radio and television appearances. He is the principal author of the Amazon best seller, Five Points for Trading Success (Wiley, 2007) and co-author of Trading By Numbers (Wiley, 2012). Rick’s teaching includes corporate training as well as six years as an adjunct engineering instructor. He studied in the disciplines of engineering, mathematics, operations research, and statistics. He is married with two children and resides in Atlanta, GA.

Shawn Howell
Senior Strategist, Investor Education, E*TRADE Securities LLC

Shawn joins the E*TRADE education team after two decades as a trader, author, educator, and executive for some of the financial industry's leading brokerage and training firms, including Charles Schwab, Investools, and Thinkorswim Group. In 2009 Shawn co-founded Pro Market Advisors, E*TRADE's education partner for many years. In 2012 Shawn co-authored Trading by Numbers: Scoring Strategies for Every Market (Wiley). Shawn holds the FINRA Series 7 license.

Todd Rich
Senior Strategist, Investor Education, E*TRADE Securities LLC

Todd Rich is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Todd joined E*TRADE with the acquisition of OptionsHouse, where he was President of OptionMonster, an education and media entity. He’s had an extensive career in the financial industry, having been a market maker on the floor of the Chicago Board Options Exchange, and then migrating into working directly for the exchanges with stints at Eurex, BOX Options, and the New York Stock Exchange. He is well-versed in options trading as well as market structure. He has both a BA and MBA from UCLA. Although having grown up in California, he now lives in Chicago with his wife and two sons.