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13th Annual Institute - Planning With Derivatives and Private Options

Topic

General Principles of Financial Planning

Program ID

333805

Hours

1.5

Format

Live / Conference Session

Complexity

Intermediate

Description

The session will describe situations when transfer of an asset is not practical, legal or possible. Then we will explain the use of private options and private derivatives as potential solutions, including risks and pitfalls. Finally, I will explain the use, benefits and risks of carry derivatives for use in the private equity setting

Learning Objectives

• Uses and benefits of private options and derivatives for wealth transfers. • Explanation, benefits and risk of carry derivatives