Market Overview and New Dynamic Portfolio Management Strategies

Date: Wednesday, August 24th 

In-Person Location: Irvin Park room, Cboe Global Markets, Old Post Office, Chicago, IL (limited to 20 people, please register now)

Remote join access: please sign up for meeting link and info

Check-in Start Time: 2:30 PM CT

Seminar/Webinar Start Time: 3:00 PM CT

Seminar Duration: 120 minutes

Networking Time: 5:00 PM – 6:00 PM CT

Event Schedule:

-2:30 PM – 2:59 PM CT

    o    Digital Check-in at lobby, Old Post Office

    o    Welcome on the 7th floor, Cboe Global Markets

-3:00 PM - 4:00 PM CT

    o    Title: “Application of New Dynamic BuyWrite and PutWrite Indices in Portfolio Management Strategies” 

    o    Speaker: Chris Bialka, VP, Head of Cboe Global Indices, Cboe Global Markets

    o    Moderator: Selina Han, Economist, Cboe Global Markets, VP of CTIA Chicago

-4:00 PM – 5:00 PM CT

    o    Title: “Roadmap for the S&P 500”

    o    Speaker: David Wozniak, CMT, Chief Market Strategist, Founder of Trading Floor Research, Alphalio Senior Advisor

    o    Moderator: Selina Han, Economist, Cboe Global Markets, VP of CTIA Chicago

    o    Abstract: What lies ahead of us for the stock market this year after a rebound from the early year sell-off? Analysis highlights a 50-year model of the S&P 500 showing the completion of a long-term bull cycle and the highest probability of bear market lows.

-5:00 PM – 6:00 PM CT: In-person Networking outside of the conference room

About the speaker：

Chris Bialka

VP, Head of Cboe Global Indices

Cboe Global Markets

Bialka helps define Cboe’s index and platform development strategy in support of the company’s growing benchmark indices business. He also oversees the Cboe Global Indices Feed, delivering both Cboe and external indices to the market in real-time 24x7. Prior to joining Cboe, Bialka spent 15 years at S&P Dow Jones Indices in various index management and development roles. Bialka holds a Bachelor of Arts in mathematics from Fordham University.

David Wozniak, CMT

Chief Market Strategist, Founder of Trading Floor Research, Alphalio Senior Advisor

David spent more than 20 years in market analysis and portfolio management, granting his expertise in investment. During his long history of accomplishment, David led portfolio management business at Stifel Financial for over 17 years. More recently, David founded Trading Floor Research that aims to provide probability trading ideas to their clients. Besides, David holds a senior advisor position at Alphalio.

Selina Han

Economist, Cboe Global Markets

VP of CTIA Chicago

Selina started her role as a quantitative researcher and data scientist in Data and Access group at Cboe Global Markets four years ago. That role focused on prototyping for option trading analytical tools and creating proprietary option data products. In Jan 2022, Selina joined MPGA department as Cboe’s first Economist. At this new role, Selina has been delivering research on market policies that impact all asset classes in the U.S. markets which include equities, options, ETPs, and crypto.