Speaker series sponsors


LOGIN INFORMATION

  • Members must sign in before registering to receive member pricing. If you don't know what your sign-in is, please click here.

  • The system allows multiple purchases per login, which means members and guests may register additional guests. 

  • Logins are not required for guests.


CANCELLATION POLICY

To cancel, please contact [email protected] directly.
Cancellation policy:  48 hours in advance of the program for a no-charge cancellation.


The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

Volatility: The Bumpy Road to Normal


July 15, 2020
2:00 PM - 3:00 PM

Webinar

Volatility: The Bumpy Road to Normal

Join us for a conversation on the recent market volatility and its impact on investing. 

Join us for a conversation on the recent market volatility and its impact on expectations of year-end returns for the S&P 500 Index. Glenmede Investment Management’s Derivatives Portfolio Managers Sean Heron and Stacey Gilbert discuss the recent transition from a low volatility to high volatility environment within their seven basic truths about volatility. How did we get here? How long will it last? Are there opportunities within the volatility? They encourage an interactive Q&A and welcome questions.

Please register for this event and you will receive a calendar invite and access information the morning of the meeting.  

Speakers

Sean Heron – Portfolio Manager, Derivatives: Sean E. Heron, CFA, is a Portfolio Manager, Options & Derivatives, for The Glenmede Trust Company, N.A., and a Portfolio Manager for Glenmede Investment Management LP. Sean manages the secured options products and leads a team responsible for providing clients with options and some alternative strategies.

Mr. Heron began his career with Goldman Sachs. In 2003, he left the firm to help former Goldman Sachs Managing Director Thomas McGowan launch McGowan Investors, LP.

Mr. Heron graduated from LaSalle University with a B.A. in Finance and an M.B.A in Accounting.  He received his Chartered Financial Analysts designation® in 2004.

Mr. Heron is a board member of the CFA Society of Philadelphia and serves as an instructor for the CFA Exam and as an Adjunct Professor at Rutgers University.

Stacey Gilbert – Portfolio Manager, Derivatives: Stacey Gilbert is a Portfolio Manager on the Derivatives team for Glenmede Investment Management LP (GIM). She co-manages the firm’s Secured Options and Global Secured Options strategies. Ms. Gilbert contributes to the overall investment approach for the strategies and serves as a key point of contact for clients. In addition, she works with the team on the development of derivatives-based strategies that seek to harvest liquid alternative risk premia.

Prior to joining Glenmede, Ms. Gilbert served as the Head of Derivative Strategy at Susquehanna Financial Group. In this role, she led a team responsible for providing market commentary, actionable ideas and trading strategies driven by catalyst events, breaking news, and sector analysis. During her more than two decades at Susquehanna, she held several leadership positions, including key senior positions on the trading desk and the American Stock Exchange, trading both options and ETFs. Gilbert also led the company’s Education department.

Ms. Gilbert earned a Bachelor of Arts degree in mathematics and a minor in economics from Dartmouth College.

Presented by