Generating Income With Legacy Stock Positions – Zega Financial – 2.28.17

Summary:

Now On Demand.

Concentrated portfolios can be managed for tax efficiency, income and to lower overall portfolio risk. Diversification can be obtained without necessarily selling off legacy positions. Working with clients to incorporate considerations and strategies to maximize the benefits of concentrated positions is critical.

Join us for this in-depth discussion that will cover:

• Strategies to generate income in concentrated positions
• Portfolio construction, asset allocation and tax considerations
• Options, hedging and risk/return trade-offs

Speakers:

Wayne has spent his entire 21-year career in financial services. He has been an investment manager with ZEGA for the last 3 years and is co-manager of the High Probability Options Strategies. Wayne specializes in risk-management strategies using options. Wayne is also the Chief Compliance Officer of ZEGA Financial.

Wayne spent 10 years in the on-line brokerage segment with TD Ameritrade. In addition to managing Business Development as a member of the Senior Operating Committee at Ameritrade, which included M&A and Market Research, he also ran Product Development. Prior to Ameritrade, Wayne worked in planning & analysis roles at a Fortune 500 insurance firm and then a Fortune 500 bank.

Wayne has an MBA in Finance from Loyola (Md.) and BSBA in Finance from Bucknell University.

Jay has been an investment manager at ZEGA for 3 years and is co-manager of the High Probability Options Strategies.

Jay has over 20 years’ experience in business management with 12 years in the on-line brokerage field with TD Ameritrade and Datek Online. As the manager of the Active Trading business at TD Ameritrade, Jay helped drive it to become #1 in trade volume of US brokers. Jay has been a regular contributor as a subject matter expert on CNBC’s Fast Money, provided video interviews for CNN, and been regularly quoted in publications such as The Wall Street Journal and Smart Money.