Looking for Income with Covered Call Strategies

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In today’s low interest rate environment, finding meaningful sources of yield can prove challenging for income-oriented investors. At the same time, as equity markets touch all-time highs despite difficult economic conditions, investors are questioning the further upside in stocks. In this webinar, we explore how covered call strategies may be useful in this environment, as they can be used to generate income and potentially mitigate downside risks.

Join us to learn:

1. Understand the challenges associated with finding income in the current macro environment
2. Understand what a covered call strategy is and how it works
3. Gain knowledge of the market environments best suited for a covered call strategy
4. Discover the importance Nasdaq 100 Index can be used as an income generating solution

Speakers

Jay Jacobs
Head of Research & Strategy
Global X

Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform. Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder.

Follow Jay on Twitter:@JayJacobsCFA

Roddy Reddy
Research Analyst
Global X ETFs

Rohan joined Global X in 2015. He works within the firm’s research team, providing insights into the financial markets and Global X’s unique range of ETFs, including Energy Infrastructure, Preferreds, Covered Calls, & Dividend strategies. Rohan is also a member of the firm’s Portfolio Construction Committee (PCC), providing model portfolio solutions to investors. He is a frequent contributor to the Global X blog. Rohan earned his BA in Economics from New York University.

Ben Jones
Specialist on Nasdaq’s Index Research & Development team
Nasdaq

Ben Jones is a specialist on Nasdaq’s Index Research & Development team. Ben’s role involves supporting the research and marketing efforts for Nasdaq Indexes, helping to build new or enhance existing indexes, and supporting Nasdaq’s ETF partners and the sales team through outreach and engagement initiatives. Prior to his move to the Index Research & Development team, Ben was a Senior Analyst at Nasdaq Dorsey Wright (NDW), a registered investment advisory firm, and had been with the firm the firm for over 10 years. Ben worked exclusively in NDW’s research department, where he helped lead and coordinate many of NDW’s research and product offerings, and was a primary contributor to NDW’s flagship report, “Daily Equity and Market Analysis Report,” as well as a number of specialized market updates and ETF reports. In addition, Ben led the development and support of many relationships with advisors, ETF providers, and other 3rd party partners for the application and distribution of NDW’s research, products and strategies. Ben received his Bachelor of Arts degree from Virginia Polytechnic Institute and State University (Virginia Tech).

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.