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Risk-adjusted investing
Curriculum
Videos
Highlights of the Week
Case Studies
Curriculum
VIDEO
Highlight
Case Study
Protecting Investments through Options Hedging
Learn about and get quotes on the use of options hedging to protect investments and/or enhancing income.
Curriculum
VIDEO
Highlight
Case Study
Vertical Call Spreads to Enhance Returns and Manage Risk
Exploring Vertical Call Spreads as a hedging strategy to enhance returns while managing risk. This content is independent of any broker.
Curriculum
VIDEO
Highlight
Case Study
Understanding the Mechanics of Hedging Options Strategies
Understanding Hedging Options Strategies and how to use them strategically as part of risk management for either passive or active investors.
Curriculum
VIDEO
Highlight
Case Study
Understanding a Covered Straddle and its use for Risk Management
How a Covered Straddle can be used as a hedging or risk management strategy by both businesses and investors.
Curriculum
VIDEO
Highlight
Case Study
Covered Call LEAPS and their Portfolio Contribution
Exploring Covered Call LEAPS and how they can contribute to a well structured portfolio to hedge while enhancing income and participating in growth.
Curriculum
VIDEO
Highlight
Case Study
AES’ Risk-Managed Route to Renewables
A Risk Managed Equity Research report on AES:NYSE independently of any broker or insurance provider. Part of our Risk Managed Investments and Highlights.
Curriculum
VIDEO
Highlight
Case Study
Understanding Risk Managed Investments
Understanding Risk Managed Investments: how risks are analyzed, hedged, and incorporated into an overall investment thesis of a company.
Curriculum
VIDEO
Highlight
Case Study
The Power of Covered Calls Selling and the Role of Risk Consultants
Learn about how covered calls selling can enhance returns while reducing risk, and the role of risk consultants who are independent of brokers.
Curriculum
VIDEO
Highlight
Case Study
Covered Calls Selling, ETFs, and Strategy
The details and misconceptions of Covered Calls Selling, Covered Calls ETF, and Covered Calls Strategy. Independent of any broker or insurer.
Curriculum
VIDEO
Highlight
Case Study
Comprehensive Guide to Private Equity Insurance and Risk Management Strategies
Discover how private equity insurance and risk management strategies protect investments and mitigate operational, financial, and compliance risks.
Curriculum
VIDEO
Highlight
Case Study
Insurance spelled the end for Greensill Capital
The story of Greensill Capital: Insurance Risk miscalculated by Investors whose investments got wiped out.
Curriculum
VIDEO
Highlight
Case Study
E-commerce Risk and Insurance Uncovered
Get info and quotes on E-commerce Risk and E-commerce Insurance independently of any insurance lobbyist. Learn how Ecommerce risk management ties to valuations.
Curriculum
VIDEO
Highlight
Case Study
Investment outperformance during the Covid19 Crash
How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.
Curriculum
VIDEO
Highlight
Case Study
Covered Call Monthly Income during a Market Crash
Securing investment income through covered calls and avoiding dividend suspensions during a market crash.
Curriculum
VIDEO
Highlight
Case Study
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Curriculum
VIDEO
Highlight
Case Study
Decoding Fund Insurance and its NAV impact
A U.K. based asset manager boosts the payout ratio on its Fund Insurance and expands it to cover trading errors and an underperforming NAV.
Curriculum
VIDEO
Highlight
Case Study
Tech Valuation Enhanced with Risk Management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Curriculum
VIDEO
Highlight
Case Study
WHY and HOW of De-Risking a business
The trade-off between Risk and Return has been proven mathematically. Every business has Risk in its operations and can manage it for better performance.
Curriculum
VIDEO
Highlight
Case Study
Protecting Investments through Options Hedging
Learn about and get quotes on the use of options hedging to protect investments and/or enhancing income.
Risk-adjusted Investing; Financial Derivatives; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
Vertical Call Spreads to Enhance Returns and Manage Risk
Exploring Vertical Call Spreads as a hedging strategy to enhance returns while managing risk. This content is independent of any broker.
Risk-adjusted investing; Financial Derivatives; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
Understanding the Mechanics of Hedging Options Strategies
Understanding Hedging Options Strategies and how to use them strategically as part of risk management for either passive or active investors.
Risk-adjusted investing; Financial Derivatives; For Beginners.
Curriculum
VIDEO
Highlight
Case Study
Understanding a Covered Straddle and its use for Risk Management
How a Covered Straddle can be used as a hedging or risk management strategy by both businesses and investors.
Risk-adjusted Investing; Financial Derivatives; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
Covered Call LEAPS and their Portfolio Contribution
Exploring Covered Call LEAPS and how they can contribute to a well structured portfolio to hedge while enhancing income and participating in growth.
Risk-adjusted Investing; Financial Derivatives; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
Understanding Risk Managed Investments
Understanding Risk Managed Investments: how risks are analyzed, hedged, and incorporated into an overall investment thesis of a company.
Risk-adjusted investing; For Intermediates
Curriculum
VIDEO
Highlight
Case Study
The Power of Covered Calls Selling and the Role of Risk Consultants
Learn about how covered calls selling can enhance returns while reducing risk, and the role of risk consultants who are independent of brokers.
Risk-adjusted investing; Financial Derivatives; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
Covered Calls Selling, ETFs, and Strategy
The details and misconceptions of Covered Calls Selling, Covered Calls ETF, and Covered Calls Strategy. Independent of any broker or insurer.
Risk-Adjusted Investing; Financial Derivatives; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
Comprehensive Guide to Private Equity Insurance and Risk Management Strategies
Discover how private equity insurance and risk management strategies protect investments and mitigate operational, financial, and compliance risks.
Financials; Risk Management; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
WHY and HOW of De-Risking a business
The trade-off between Risk and Return has been proven mathematically. Every business has Risk in its operations and can manage it for better performance.
Risk Management; Risk-adjusted Investing; For Beginners
Curriculum
VIDEO
Highlight
Case Study
Comprehensive Guide to Private Equity Insurance and Risk Management Strategies
Discover how private equity insurance and risk management strategies protect investments and mitigate operational, financial, and compliance risks.
Financials; Risk Management; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates.
Curriculum
VIDEO
Highlight
Case Study
AES’ Risk-Managed Route to Renewables
A Risk Managed Equity Research report on AES:NYSE independently of any broker or insurance provider. Part of our Risk Managed Investments and Highlights.
Utilities; Risk-adjusted investing; For Experts.
Curriculum
VIDEO
Highlight
Case Study
Insurance spelled the end for Greensill Capital
The story of Greensill Capital: Insurance Risk miscalculated by Investors whose investments got wiped out.
Financials; Risk-adjusted Investing; Risk-adjusted Lending; Commercial Insurance; For Intermediates
Curriculum
VIDEO
Highlight
Case Study
E-commerce Risk and Insurance Uncovered
Get info and quotes on E-commerce Risk and E-commerce Insurance independently of any insurance lobbyist. Learn how Ecommerce risk management ties to valuations.
Information Technology; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Curriculum
VIDEO
Highlight
Case Study
Investment outperformance during the Covid19 Crash
How our company monetized the 2020 Covid Market Crash leading to substantial outperformance to the S&P500 and an almost quadrupling of investment income.
Risk-adjusted Investing; Financial Derivatives; For Intermediates
Curriculum
VIDEO
Highlight
Case Study
Covered Call Monthly Income during a Market Crash
Securing investment income through covered calls and avoiding dividend suspensions during a market crash.
Healthcare; Risk-adjusted Investing; Financial Derivatives; For Intermediates
Curriculum
VIDEO
Highlight
Case Study
Global PE firm secures its investment
A leading PE firm secures its investment in one of its portfolio companies through ongoing operational risk management & transfer to exceed its target IRR.
Financials; Risk Management; Risk-adjusted Investing; Commercial Insurance; For Experts
Curriculum
VIDEO
Highlight
Case Study
Decoding Fund Insurance and its NAV impact
A U.K. based asset manager boosts the payout ratio on its Fund Insurance and expands it to cover trading errors and an underperforming NAV.
Financials; Risk-adjusted Investing; Insurance Management; Commercial Insurance; For Experts
Curriculum
VIDEO
Highlight
Case Study
Tech Valuation Enhanced with Risk Management
A Saudi based Tech company hedges its operational risks including Cyber through commercial insurance, which it leveraged during its Series B round of funding.
Information Technology; Insurance Management; Risk-adjusted Investing; Commercial Insurance; For Intermediates