Strategic Options Investing for Wealth Management: Perspectives from Meb Faber & Dr. Vineer Bhansali

A Wealth Management Advisory Council Sponsored Event

Join CFALA for an insightful discussion on leveraging options in wealth management with two distinguished experts: Meb Faber, Co-Founder and Chief Investment Officer at Cambria Investment Management, and Dr. Vineer Bhansali, Founder and Chief Investment Officer at LongTail Alpha.

Meb and Vineer will share their distinct perspectives on strategically employing options. Meb Faber, known for his innovative ETF structures and research into market anomalies and downside protection, will discuss practical applications of options for risk management and potentially enhancing portfolio returns. Vineer Bhansali, a leading authority in navigating complex market dynamics, will delve into sophisticated option strategies employed at LongTail Alpha, which aim to capitalize on market inefficiencies and manage extreme events. While his primary focus is on generating asymmetric returns and hedging tail risk, his approach to constructing option portfolios may also touch upon aspects of income generation through strategic positioning and premium collection. This is an invaluable opportunity to understand how these two thought leaders utilize the versatility of options to address the multifaceted challenges of wealth management, from managing volatility to seeking enhanced returns. Discover actionable insights that can inform your approach to incorporating options into client portfolios.

SPEAKERS

Vineer Bhansali, Ph.D  | Vineer Bhansali is Founder and Chief Investment Officer of LongTail Alpha, LLC, an investment management firm based in Newport Beach, CA which is focused exclusively on risk-mitigation strategies.

His 33 year investment career started at Citibank, where he founded and managed the Hybrid Options Trading Desk. He later joined Salomon Brothers in its Fixed Income Arbitrage Group, followed by the CSFB Proprietary Trading Group. He was at PIMCO for 16 years, serving the last eight years as Managing Director and Head of the Quantitative Portfolios Team, which he founded in 2008. He has written six books on finance: “Pricing and Managing Exotic and Hybrid Options”, “Fixed Income Finance: A Quantitative Approach”, “Bond Portfolio Investing and Risk Management”, “Tail Risk Hedging”, “The Incredible Upside Down Bond Market”, and his most recent compilation “Expecting The Unexpected: Investing In a World of Economic Turmoil”, and authored over 40 refereed papers on option pricing, fixed income, tail hedging, and asset allocation in noted journals. He has received the Graham and Dodd Scroll Award from the Financial Analysts Journal and TIME magazine’s college achievement award.

Dr. Bhansali received his Ph.D. in Theoretical Physics from Harvard University in 1992 and M.S. and B.S. degrees in Physics from Caltech in 1987. He is an ATP rated pilot with over 5000 hours in aircraft including jets and helicopters and is certified to fly the Phenom 300 and Citation Mustang as single pilot in command. He has run over fifty ultramarathons, including earning a silver buckle at the Western States 100 mile Endurance Run, and has also finished the Ultra Trail du Mont Blanc, Angeles Crest 100, Leadville Trail 100 and most recently the Badwater 135 in Death Valley, CA. He currently serves on the Investment Committee of the Margaret A Cargill Philanthropies and the American Physical Society, is on the Board of Directors of The Q Group and is a Trustee of the Simons-Laufer Mathematical Sciences Research Institute and a Trustee Board Member of AIF. Back To Top ^^

Meb Faber |Mr. Faber is the founder and CEO of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber hosts The Meb Faber Show podcast and has authored numerous leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Back To Top ^^