Volatility, Earnings, Sector Index Changes: Let’s Get Tactical. – Direxion – 11.1.18

Summary:

Now On Demand.

It’s earning season, and we are simultaneously seeing a significant increase in volatility driven by concerns about global trade, earnings season and rising rates. The only thing that’s certain is uncertainty. In this environment, some are paralyzed with fear. Others see a tactical opportunity.

Join the Direxion team as they explore ways to seek opportunities in these fast moving markets. They will discuss:

• Employing disciplined tactical strategies using leveraged ETFs
• Ways to take advantage of anticipated equity moves (in either direction) driven by earning announcements
• Hedging strategies for rising interest rate environments
• Other timely trade ideas

The team will also take a detailed look at the recent GICS changes that impacted several commonly used indexes. Are you aware if your portfolios have been impacted? Join us and find out.

Speakers:

Ryan Cvrkel is a Senior Vice President, Institutional ETF Strategist at Direxion Investments. Ryan works with Registered Investment Advisors, ETF Strategists, TAMPS, and Asset Managers in constructing strategic asset allocation ETF model portfolios and tactical trading strategies. Prior to joining Direxion, Ryan worked at Russell Investments representing their factor based ETF products. Ryan also served as Regional Vice President with Sentinel Investments covering the Southwest United States and has held marketing and client service positions with Legg Mason and The Vanguard Group respectively.

Ryan received a B.B.A. from Loyola University in Maryland. Ryan holds Series 3,7,66, & 63 licenses.

Sylvia is responsible for heading up Capital Markets and the Institutional ETF Specialist team at Direxion, a premier leveraged and inverse ETF asset manager. She has been instrumental in the growth of ETF assets under management at Direxion. In her role, she serves as an Institutional ETF product specialist with a particular focus on ETF asset allocation models, RIAs, Hedge Funds and Trading firms. Sylvia also covers global product implementation within the institutional and tactical client segment as well as promoting ETF education and strategy throughout the financial industry. Sylvia has also helped Direxion initiate a presence in global markets with a particular focus in Mexico and Hong Kong.

Prior to joining Direxion, Sylvia covered Institutional clients, ETF Asset Managers, and Hedge Funds as a member of the Delta One Sales Trading desk at Societe Generale and Deutsche Bank, including Swaps Flow Sales Trader and Equity Derivative Product Specialist.

Sylvia is a graduate of Boston College where she holds a B.S. in Finance, Management and a Spanish Minor, Summa Cum Laude. She also holds an MBA in Economics and Finance from Fordham University Summa Cum Laude. Sylvia is FINRA Series 7,3,55, 63 and 24 licensed. She is a licensed Director of Direxion Asia LLC., and holds Hong Kong LE Paper 1 and 2. Sylvia is conversational in Polish, Spanish and French and a member of the Omicron Delta Epsilon International Economics Society. She has served as a spokesperson for Direxion appearing in broadcast and cited in print media including: Bloomberg, CNBC, Wall Street Journal, Reuters, Financial Times, Yahoo Finance TV, Barron’s and ETF Trends. Sylvia is an avid tennis player.

Inkoo is currently focused on driving growth for Direxion, a premier leveraged and inverse ETF asset manager, through a focus on product. With roots in trading and ETF portfolio management, Inkoo relies on his experience with the Direxion ETF suite to help educate and advise end users about product structure, use-cases, and implementation. From a capital markets perspective, Inkoo is focused on liquidity and execution with regards to the Direxion ETF suite, and is always available to guide financial advisors and institutional clients through the entire ETF trading process. He is also in constant contact with market makers and Authorized Participants to help foster a healthy and efficient trading environment. As a student of the markets and the ETF industry, Inkoo is always looking for trading and product development opportunities. He is also active in producing internal and external content focused on markets and ETFs.

Inkoo has been with Direxion since 2011, since graduating from Elon University with a B.S. in Finance. He is FINRA Series 7, 63, and 3 licensed, and is conversational in Korean. As an avid golfer, Inkoo believes that in golf and in investing, there is always something new to learn and something to work on.