• *5/15 Venue Change* SFOptTraders invited to EastBayOptionsTraders in SanRamon

    **UPDATE: 5/15 Venue change to CLEMENTINES at 18070 San Ramon Valley Blvd, San Ramon, CA ** Same time 6:30-8PM** The East Bay Options Traders group is set to return to regular monthly meeting starting on September 19th, and we wanted to extend the invitation to the SF group -- until we try to find a venue and timeslot for the city group. Please join us in San Ramon until we can find a SF location. The monthly agenda should follow the following format: 6:30-6:45PM East Bay Options Traders reconnect & checkin 6:45-7PM Monthly Investment committee call format 7-7:30PM Discussion of CNBC Options Action & World Volatility Monitor 7:30-8PM Group trades & analytics I hope you can make it, and please LMK about ideas about locations & times to do similar meetups in SF. All the best, Jonathan

  • SFOptionsTraders FREE Networking event on 5/2 in Orinda, CA

    East Bay Exchange meets on 5/2 and is one of my favorite FREE Networking events each year held over a Taco Truck. Here’s the FREE link for the event: https://mailchi.mp/639a2c4e4655/ebx-cinco-de-mayo?e=ab7084cedc The EBX is a networking group of xBGIers/ Blackrockers/ iSharesFolks who are always up to something interesting & clever. The hiring mantra way back when was to hire people who are (1) Nice, (2) Smart, and (3) have Fire in the belly. It never hurts to have those types in the network, eh? If you're local, The maximum downside is you eat a FREE taco & drink a FREE beer in the sunny hills of Orinda, CA. Hope to see you there!

  • SF Options Traders invited to East Bay Options Traders Return in San Ramon

    Greetings SF Options Traders! The East Bay Options Traders group is set to return to regular monthly meeting starting on September 19th, and we wanted to extend the invitation to the SF group -- until we try to find a venue and timeslot for the city group. Please join us in San Ramon until we can find a SF location. The monthly agenda should follow the following format: 6:30-6:45PM East Bay Options Traders reconnect & checkin 6:45-7PM Monthly Investment committee call format 7-7:30PM Discussion of CNBC Options Action & World Volatility Monitor 7:30-8PM Group trades & analytics I hope you can make it, and please LMK about ideas about locations & times to do similar meetups in SF. All the best, Jonathan

  • SVOG Field Trip (optional): 4/11 Silicon Valley Options Group (SVOG)

    PRESENTATION Wealth Management with Options -- Jonathan Masse, CFA Investment Strategist, Perigon Wealth Management, LLC This month's presentation will focus on the strategies of buy-writing & options selling. Specific areas that will be covered include: *3-Fold Risk Management & Alternative Investing *World Volatility Monitor -- monitoring where the fear & greed is *Writing options across ALL asset classes (Equity, Fixed Income, Currency, Alternatives) and across ALL stocks (and how to screen) *Options as a wealth management tool (beyond trading) *Options and applications to Portfolio Management, Risk Management, Taxation, and Behavioral Finance *IPO-writing the Unicorns, April 2019 LYFT w/ Seatbelts *You will walk away armed with new tools to help you analyze and manage your future. This presentation is for educational purposes only. Any investment decisions are the sole responsibility of the attendee. About Our SPEAKER Jonathan Masse is an investment veteran with over 25 years experience with a passion for helping others “level up.” He is an Investment Strategist for Perigon Wealth Management, a Registered Investment Advisor with approximately $780 million in assets under management. He began his career in 1994 cutting his teeth as a market-maker on the floor of the CBOE and Pacific Stock Exchange option exchanges. In 2001, he joined Barclays Global Investors as they launched their iShares product set, and he managed over $30 billion in institutional Emerging Markets portfolios. In 2007, he partnered with Burton Malkiel of Random Walk fame on ETFs and hedge funds as part of an eight year project. He began his own consultancy in 2015, and worked with three firms who produced six of ETF.com’s “15 most important ETFs.” A star project of his was the launch of WisdomTree’s first options-based strategy: The WisdomTree CBOE/S&P500 Put-write Fund (ticker: PUTW). He transitioned his options expertise into “Wealth Management with Options” at Perigon in July 2018 with a focus on risk-compensating solutions to high network individuals and institutional clients. Jonathan also teaches the CFA-SF Exam Review program since 2015 at Golden Gate University, San Francisco, CA.. Also teaches classes on International Investing, Derivatives, Alternatives, Institutional Portfolio Management, Risk Management and Behavioral Finance. His academic record includes: A BS in Finance from Boston College A MBA from Santa Clara University Being awarded his CFA-charter from the CFA Institute. MORE DETAILS at: https://www.svog.org/event/svog-april-meting

  • SF Options Traders invited to East Bay Options Traders Return in San Ramon

    << The March meeting will be held on 3/20 - we try to book the Wednesday of Expiration week, but I have my sons' DVHS Wrestling banquet on 3/13 so we'll meet on 3/20>> < PLease send any ETF/Stock/Specific options trades you'd like to review in advance>> Greetings SF Options Traders! The East Bay Options Traders group is set to return to regular monthly meeting starting on September 19th, and we wanted to extend the invitation to the SF group -- until we try to find a venue and timeslot for the city group. Please join us in San Ramon until we can find a SF location. The monthly agenda should follow the following format: 6:30-6:45PM East Bay Options Traders reconnect & checkin 6:45-7PM Monthly Investment committee call format 7-7:30PM Discussion of CNBC Options Action & World Volatility Monitor 7:30-8PM Group trades & analytics I hope you can make it, and please LMK about ideas about locations & times to do similar meetups in SF. All the best, Jonathan

  • SF Options Traders invited to East Bay Options Traders Return in San Ramon

    **Happy New Year & Hello! I'm looking forward to continuing our Options MeetUps in 2019 on the Wednesday of Expiration week... HOWEVER, I'm going to a DFA event in Santa Monica on 1/16 so am changing our first meeting of the year to 1/23** (Below is standard meeting greeting) Greetings! It was fun to see everyone on the 2018 Return of the "East Bay Options Traders" meetup! Let's continue to plan to meet the Wednesday of the week of Options Expiration week - the 3rd Friday of each month. This will enable us to fine-tune any trades we have on for expiration & plan rolls / closeouts/ etc. The plan will be to follow an institutional "Investment Committee Agenda" to start the conversation, and move on to topics on the mind of the group: newbies to learn, intermediates to talk strategy, and the advanced to get into the weeds. We will occaisonally bring guest speakers, and turn to CNBC's weekly "Options Action" show to review trades / ideas/ segments and compare it to our own portfolios and goals. All-levels* are welcome & Looking forward to seeing this group again! -Jonathan PS - Below is the meeting agenda (subject to the demands of the group): 6:30-6:45PM East Bay Options Traders Newbies* 6:45-7:00PM East Bay Options Traders reconnect & introductions 7:00-7:15PM Investment Committee Discussion 7:15-7:45PM Group discussion & current topics - World Volatility Monitor & "CNBC Options Action" trade reviews & evaluations 7:45-8PM Post-presentation discussion & Event Recap for EBOTraders, as well as future discussion topics *For Newbies, We'll take the first 15 minutes to introduce the concepts of "Selling Volatility" and the merits of Selling Options. A recommended six-pager primer is a CBOE whitepaper that is mostly graphs and should take ~six minutes to read: http://www.cboe.com/micro/buywrite/pap-assetconsultinggroup-cboe-feb2012.pdf

  • SF Options Traders invited to East Bay Options Traders Return in San Ramon

    Greetings SF Options Traders! The East Bay Options Traders group is set to return to regular monthly meeting starting on September 19th, and we wanted to extend the invitation to the SF group -- until we try to find a venue and timeslot for the city group. Please join us in San Ramon until we can find a SF location. The monthly agenda should follow the following format: 6:30-6:45PM East Bay Options Traders reconnect & checkin 6:45-7PM Monthly Investment committee call format 7-7:30PM Discussion of CNBC Options Action & World Volatility Monitor 7:30-8PM Group trades & analytics I hope you can make it, and please LMK about ideas about locations & times to do similar meetups in SF. All the best, Jonathan

  • Complimentary VIP tickets to TradeShow West 11/29 in SF (SF State)

    San Francisco State University

    Tradeshow West comes to town next week 11/29, and they booked me on a Volatility Panel at ~3PMish that day. I figure it might be a way to network on among the trading community for us "SF Options Traders" Meetup group - until we can find a regular location in the city. Should you be interested, they gave me FREE VIP passes if you care to join? Here’s the agenda: https://www.terrapinn.com/conference/trading-show-west-coast/?pk_campaign=listing&pk_kwd=AF&pk_source=terrapinn&pk_medium=link Here’s the FREE VIP link: https://secure.terrapinn.com/v5/rGuest-External.aspx?e=9936&u=005D0000009ETDs&p=a06D000001HmOX6IAN&utm_campaign=TradingShowWest2018_11.2&utm_medium=email&utm_source=Eloqua&evtuEID=&evtuID=CTRHD000014976282 Should we miss, have a great Thanksgiving Holiday! Perhaps, I will see you at the December Meetup in San Ramon for ~12/19? Until we find regular space in SF, know your invited to the "East Bay Options Traders" Meetup. -MASSE

  • Complimentary VIP tickets to TradeShow West 11/29 in SF (SF State)

    San Francisco State University

    Tradeshow West comes to town next week 11/29, and they booked me on a Volatility Panel at ~3PMish that day. I figure it might be a way to network on among the trading community for us "SF Options Traders" Meetup group - until we can find a regular location in the city. Should you be interested, they gave me FREE VIP passes if you care to join? Here’s the agenda: https://www.terrapinn.com/conference/trading-show-west-coast/?pk_campaign=listing&pk_kwd=AF&pk_source=terrapinn&pk_medium=link Here’s the FREE VIP link: https://secure.terrapinn.com/v5/rGuest-External.aspx?e=9936&u=005D0000009ETDs&p=a06D000001HmOX6IAN&utm_campaign=TradingShowWest2018_11.2&utm_medium=email&utm_source=Eloqua&evtuEID=&evtuID=CTRHD000014976282 Should we miss, have a great Thanksgiving Holiday! Perhaps, I will see you at the December Meetup in San Ramon for ~12/19? Until we find regular space in SF, know your invited to the "East Bay Options Traders" Meetup. -MASSE

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  • SF Options Traders invited to East Bay Options Traders Return 9/19!

    Greetings SF Options Traders! The East Bay Options Traders group is set to return to regular monthly meeting starting on September 19th, and we wanted to extend the invitation to the SF group -- until we try to find a venue and timeslot for the city group. Please join us in San Ramon until we can find a SF location. The monthly agenda should follow the following format: 6:30-6:45PM East Bay Options Traders reconnect & checkin 6:45-7PM Monthly Investment committee call format 7-7:30PM Discussion of CNBC Options Action & World Volatility Monitor 7:30-8PM Group trades & analytics I hope you can make it, and please LMK about ideas about locations & times to do similar meetups in SF. All the best, Jonathan