Get actionable insights on how to trade the latest opportunities using options on futures, provided by a veteran institutional trader who successfully managed multi-billion-dollar portfolios.
In the latest installment of Excell with Options, Rich looks at trends in the Equity markets for the end of the year and discusses his thoughts on a potential recession. With positive seasonality but negative headwinds, he also explains how a split-strike fly options strategy could be utilized when the markets are bearish.
Rich Excell is an Instructor of Finance at the University of Illinois Gies College of Business and has over 30 years in the global financial industry serving in senior leadership roles. He recently retired as a Senior Portfolio Manager at Wolverine Asset Management in Chicago, where he ran a global equity long/short hedge fund portfolio. Before joining WAM, he was CIO/Partner at Satori Investment Partners and a Managing Director at UBS O’Connor.
Rich has a B.S. in Finance from the University of Illinois and an M.B.A. from the University of Chicago. He’s been a CFA charter holder since 1999 and CMT charter holder since 2018. He is the host of the Investment Exchange Forum podcast which has been downloaded in over 80 countries.
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