July 19 - 21, 2020 | Chicago

Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) has been a leader in financial services for more than three decades. Through advocacy and innovation, the company has worked to make investing more affordable, more accessible, and more understandable to all. Today, Schwab meets the needs of individual and institutional clients through two operating segments: investor services provides retail brokerage and banking operations to millions of individuals and institutional services meets "business-to-business" needs.

Schwab Center for Financial Research ("SCFR") is a division of Charles Schwab & Co., Inc. (“Schwab”).  Schwab’s presentations include information obtained from non-Schwab sources believed to be reliable, but its accuracy or completeness is not guaranteed. The investment information mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinions are subject to change without notice in reaction to shifting market conditions. 

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice, an offer to sell or a solicitation of an offer to purchase any particular security.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled “Characteristics and Risks of Standardized Options” before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

Futures trading carries a high level of risk and is not suitable for all investors.

Futures trading offered and positions held through Charles Schwab Futures, Inc., a separate but affiliated company of Charles Schwab & Co., Inc. Both are subsidiaries of The Charles Schwab Corporation.

Futures trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options.

Ed Modla and the Options Industry Council are not affiliated with Charles Schwab & Co., Inc.

Jeff Kilburg and the CME are not affiliated with Charles Schwab & Co., Inc.

The information from this event may reflect various viewpoints and opinions on the economy and the markets generally and the views expressed during the Presentation are those of the speakers only.

Investing involves risks, including the loss of principal invested.

©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0519-9LH2)

Speaker Schedule

Welcome Remarks
July 21, 2019, 9:30 am - 9:35 am CDT

Presented by: Joe Mazzola


Options Strategies for Earnings This Week
July 21, 2019, 9:35 am - 10:20 am CDT

Panel Presenters: Nina Milovac, James Rouzan,


How Does a Repair Strategy with Options Work?
July 21, 2019, 10:30 am - 11:20 am CDT

Panel Presenters: Joe Mazzola, Edward Modla,


Greeks & Implied Volatility
July 21, 2019, 11:30 am - 12:20 pm CDT

Panel Presenters: Randy Frederick, Nathan Peterson,


Introduction to Futures Trading
July 21, 2019, 12:30 pm - 1:25 pm CDT

Panel Presenters: Jeff Kilburg, Michael Zarembski,


Closing Remarks
July 21, 2019, 1:25 pm - 1:30 pm CDT

Presented by: Joe Mazzola