Markets Update and Three Trade Ideas with Tom Lee & Dan Nathan
FSInsight: Markets Update and Three Trade Ideas with Tom Lee & Dan Nathan
Please join us on Monday, June 28th at 3:00 PM ET for a Webinar and Q&A with Tom Lee & Dan Nathan
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Event Agenda
- Tom and Dan will discuss the overall markets and key drivers, including how investors should position themselves during the summer months
- Dan will offer three trade ideas using options
- A brief discussion on crypto volatility
- Q&A
Panel of Speakers
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Dan Nathan
Co-Founder and Executive Editor @ Risk Reversal
Dan is the principal of RiskReversal Advisors. Founded in 2016, RiskReversal Advisors offers consulting services to investment banks, investment advisors, and private companies. Dan has spent the better part of the last 20 years as a proprietary equity & options trader at hedge funds (SAC, Exis and Cheyne Capital) and within the equity derivatives group of Merrill Lynch. From 2009 to 2016 Dan served as an intermediary to investment banks for large equity option block trades while also offering trade structure ideas to investment advisors.