Gain a clear understanding of the best practices and tools that should be used on hedging equities while alongside fixed incomes.
Global interest rates are hovering near 30-year lows and equity prices are surging to new highs. Is there any way to hedge against future interest rate rises or for the eventual equity market pullback? Even if you could hedge, how do you gauge if the hedge is effective? What factors are important for you to decide if now is the time to implement a hedging strategy? The goal of this content is to give you the tools to understand how to hedge interest rates and equity price movements. Topics will include types of hedges, instruments for hedging, important terms for hedging, tools to evaluate if your hedge is effective, and potential pitfalls for your hedging strategy.
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Intro
- Topic
- Experience
- Hedging Can Be Psychologically Difficult, Always Too Little or Too Much
Types of Hedges
- Full
- Partial
- Dynamic
- Hedge Factors for Each Asset Class
- Sources of Alpha
Instruments and Where Hedging Is Executed
- Futures
- Imbedded Price and Yield for Interest Rates Futures
- Imbedded Price and Dividend for Equity Futures
- Hedge Ratio
- Margin
- Options
- Delta
- Index ETFs / Sector ETF's / Individual Stocks
- Direct vs. Indirect Hedge Exposure
- Liquidity Concerns
- Correlation
- Leverage
- Where to Set up an Account
How to Gauge Effectiveness
- Information Ratio
- Correlation
- Upside and Downside Capture
- Volatility
- Cost of Hedging
What Can Go Wrong?
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 19, 2017.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Bradley J. Rathe
Strategic Financial Group, LLC
- Chief Investment Officer (CIO) of Strategic Financial Group, LLC (dba SFGI, LLC in Illinois), a Registered Investment Advisor (“SFG”), and a member of Strategic Financial Group Holdings, LLC (the owner of the equity of SFG)
- As CIO, he manages a group of professionals that advise more than 800 clients and more than 750 million dollars in all aspects of their investment portfolios including equity, fixed income, and alternative investments
- Owner of Astor Janssen Holdings (AJH), an NFA registered hedging company
- At AJH, they advise clients on developing financial modeling for investing and they implement and trade those strategies. Asset classes on which they have implemented effective technical strategies include interest rates, domestic equity markets, emerging equity markets, MLP, commodity, and foreign exchange
- Regular speaker at conferences on risk management, financial modeling, hedge funds and hedging
- More than 25 years in the hedge fund business
- Managed some of the largest hedge funds in the early 90’s, when hedge funds actually hedged instead of current practice of hedge funds being just highly correlated levered long equity funds
- Graduate, Iowa State University
- Can be contacted at 773-917-6500 x244 or [email protected]
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
