Russell 2000 Covered Call Strategies – Finding Yield in Volatile Markets – Russell – 12.1.23

Overview:
Title: Russell 2000 Covered Call Strategies – Finding Yield in Volatile Markets
Date: Friday, December 1, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

This webcast will cover:

  • Analyzing the Russell 2000 Index performance: small cap vs. larger cap indexes and 2023 update
  • Benchmarks strategies: BuyWrite Index and a 50-Delta (50%) BuyWrite Index
  • Use cases with options and ETFs

Speakers:
Catherine Yoshimoto Catherine Yoshimoto Director, Product Management FTSE Russell

Catherine Yoshimoto joined FTSE Russell in 2010 and is responsible for product management of market cap weighted equity indexes, including the FTSE Global Equity Index Series (FTSE GEIS) and Russell US Indexes. Catherine covers additional equity index products such as Style, Stability, Real Estate and Infrastructure index series.

Catherine has 20 years of financial services industry experience. Prior to joining FTSE Russell, Catherine spent six years in product management and development roles at Franklin Templeton Investments, covering equity and fixed income fund products distributed globally.

Catherine earned three university degrees: (1) M.A. Organizational Leadership, Gonzaga University, (2) M.S. Management, Notre Dame de Namur University, and (3) B.A. Political Science, University of California, Berkeley.
Rick Rosenthal Rick Rosenthal Director, North America Derivatives Sales Cboe Global Markets

Rick Rosenthal is Director, North American Derivative Sales at Cboe Global Markets, Inc. (Cboe). In this role, Rosenthal actively promotes the use of Cboe’s proprietary index products to institutional market participants. He also educates market participants on the utility of Cboe’s proprietary index listed derivatives and works with third-party index providers to support index adoption.

Rosenthal was previously Head of Listed Equity Derivatives for Dean Witter and Cargill Investor Services, supporting institutional clients on various Chicago exchange floors, as well as owning a FINRA Broker-Dealer. He was a FINRA broker for more than 30 years, during which he held Series 3, 4, 7, 24, 55, 63, and 66 licenses.

Rosenthal holds a Bachelor of Business Administration from the University of Iowa.
Chandler Nichols Chandler Nichols Product Specialist Global X ETFs

Chandler joined Global X in 2021. In his current role as a Product Specialist, he works closely with the research analysts and sales team to maintain and promote client-facing research content, as well as communicate insights with clients and internal stakeholders around the globe. Chandler started his career in Asset Management at BlackRock and previously served as an ETF Due Diligence Analyst at Oppenheimer & Co. He graduated from Monmouth University with a BS in Business Administration and a concentration in Finance as well as holds an MBA from the same institution. To date, he has passed Levels 1 & 2 of the CFA Program.