CBOE - Portfolio Margin and Option Positions

Join Russell Rhoads instructor with the Options Institute at the CBOE as he discusses Portfolio Margin. Portfolio margin allows traders the ability to use more leverage in their accounts as they may combine positions in financial instruments that share the same market exposure for margin purposes. Russell will introduce the concept of portfolio margin and give examples of how this method of assessing portfolio risk compares to traditional margin calculations.
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Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

OTHER ON-DEMAND WEBINARS

New era, higher standards: How to give banking customers improved service

Customer service has always been core to the financial services industry. Now more than ever, how do leaders adapt their products and services to meet evolving customer demands in the new era of banking? Join us for this complimentary BAI webinar to gain insights on prioritizing a digital-first approach to deliver effortless customer service. Learn about top trends driving the blend of personalization and artificial intelligence, and how to embrace autonomous finance while empowering customers to be at the center of every interaction.
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Incentives, Ethics, Account & Loan Growth

Bank Webinars

In November of 2016, The Consumer Financial Protection Bureau, CFPB, warned financial companies about sales and production incentives that may lead to fraud or consumer abuse. How does an organization know if employee’s goals fall under this warning? This webinar will discuss several related issues regarding incentives, ethics and how to grow both the account and loan portfolio. These issues are all intertwined.
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Making Payments Pay: Making the Most of Payments Technologies

The way payments are made has changed significantly over the past few years. Whether it is collecting premiums or paying claims, insurance companies are now operating in a world where customers expect greater transparency, choice, and immediacy. Despite this, how to pay and get paid has traditionally been a tactical decision for insurers, relying on readily available solutions or what works with existing technology or providers.
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Effective loan pricing: The impact of rising rates and inflation on profitability

Having a hard time discerning whether your lending team is originating both high quality and profitable loans? Are you struggling with how to price loans in a rising-rate environment in order to stay competitive? It’s important to understand what loan products will resonate with your customers more than ever.
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Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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