Upcoming Events

For many investors, understanding the nuances between ETFs and indices is essential for effective portfolio management. Join OIC on November 12 as we demystify these important investment vehicles and their associated derivatives. During this comprehensive session, we will explore: 

• Structural Differences and Similarities Between Indices and ETFs 
• Comparing Managed Funds vs Exchange-Traded Instruments 
• Index Funds vs Index (benchmark) 
• Using ETF or Index Options to Gain Market Exposure 

Whether you're new to index-based investing or looking to refine your approach to these versatile trading vehicles, this session will provide helpful insights for incorporating ETFs and indices into your investment strategy.  

Register today to join this educational presentation and gain access to our complete library of market resources. 

On November 13, join OIC for a live, open forum Q&A session dedicated to answering your options-related questions. Whether you are new to options or want to take your knowledge to the next level, this is your chance to get clear, straightforward answers in a casual and interactive setting with OIC Instructors.

This session is participant-driven, so bring your questions and ask away – no question is too basic or too advanced. We hope to provide clarity on topics discussed in previous OIC webinars or to help you better understand the construction and risk profile of various option strategies.

Please note that OIC does not offer investment advice and may not be able to discuss certain topics. Don't miss out – this event will not be available on demand!

Understanding the nuances of cash-settled options can benefit traders seeking to navigate derivatives markets with precision and efficiency. On November 19, OIC instructor Roma Colwell will present an illuminating examination of these powerful financial instruments. During this focused session, Roma will break down: 

• Calculating the Cash Settlement Value 
• Features of Cash-Settled Options vs Physically-Settled Options 
• Exercise Style: European vs American  

Whether you're an experienced derivatives trader or looking to expand your options knowledge, this presentation offers practical insights into leveraging cash-settled options effectively in your trading approach. Register today for Roma's presentation and receive access to our complete library of educational resources for continued learning. 

On November 20, join OIC for a live, open forum Q&A session dedicated to answering your options-related questions. Whether you are new to options or want to take your knowledge to the next level, this is your chance to get clear, straightforward answers in a casual and interactive setting with OIC Instructors.

This session is participant-driven, so bring your questions and ask away – no question is too basic or too advanced. We hope to provide clarity on topics discussed in previous OIC webinars or to help you better understand the construction and risk profile of various option strategies.

Please note that OIC does not offer investment advice and may not be able to discuss certain topics. Don't miss out – this event will not be available on demand!

The exercise and assignment processes are fundamental components of options trading that can significantly impact outcomes and risk exposures, yet they remain widely misunderstood. On December 10, join OIC instructor Mark Benzaquen as he explains the mechanics and reveals operational details that every options trader should understand. In this essential educational session, Mark will explore: 

• Mechanics of Exercise: 
  • Exercise Process 
  • Exercise by Exception (i.e. “Auto-Ex”) 
  • Brokerage cutoff times 
• Mechanics of Assignment: 
  • Assignment Process 
  • Risk Associated with After-Hours Market Movements 

Options users of all skill levels will benefit from this session which will provide crucial information that can help avoid costly mistakes and make more informed decisions about options positions. Register now for Mark's presentation and receive access to our complete library of options education resources. 

Corporate actions can create unique risks for options positions, often catching traders unprepared for their complexities. During this comprehensive session on December 17, OIC instructor Mark Benzaquen will examine the potential impact on options related to various corporate actions including: 

• Mergers & Acquisitions 
• Stock Splits 
• Dividends 
• Bankruptcies 

Sign up for free today for the upcoming OIC presentation on corporate actions. And when you register, you'll get access to the OIC on-demand library, so you can watch the webinar again any time.