The meeting is Monday Sept 29, 6:30 pm ET at Oberlin/Cameron Village Library in Raleigh (with a partial version on the web courtesy of Aeromir.com)
Ryan Moffett heads up the Options Strategies side of ADAPT Alpha Partners investors, now combining his own original firm Blacktier Partners with Adapt Alpha, which was started by Wayne Klump. Wayne Klump is Ryan’s partner as well being a world-class expert in Macro Investing (and author of the Sleep-Well Portfolio in Aeromir) who will also be joining us.
6:30 pm ET Remote Speaker: Ryan Moffett and Wayne Klump on Managing Option Income Strategies
7:30 pm ET- **Online Zoom meeting ends. In-person meeting continues at the Library only with dedicated time for in-person local members to interact with the remote panelists
7:50 pm ET- In-person meeting continues at the Library only with our own content and internal group Review, Discussion, no Zoom
8:30 pm ET - End of meeting for Everyone
In earlier days, some years ago, Ryan studied the same M3 Butterfly strategy with John Locke as so many in our user community have. Many of Ryan’s earlier strategies that we have seen looked to me to have similarities to the classic M3 profile. His team independently evolved refinements of that and various other option income strategies for its own accounts and for managed-fund clients.
Now, today, he works with Wayne Klump on combining Options Investment Strategies with Macro based Investing. He is combining those two on a 50/50 allocation, which certainly is giving a very nice hefty and appropriate recognition to Options!
They will go into examples of the adaptive options structures they use, and have some good specific examples.
The full topic and approach are up to them to decide, but those are some of the areas I hope we can learn in. You will find that both are extremely articulate and responsive to you questions.
ADAPT Alpha Partners runs the ADAPT Fund, LP which consists of 50% ADAPT Options, 40% ADAPT Macro, and 10% short term treasuries. Within the fund’s daily options exposure there are multiple different structures layered each day. These utilize vertical skew and horizontal skew structures with different position sizing depending on market environment.
After Ryan and Wayne finish, the Zoom meeting will be over, but just for those in the Library only, we are reserving a large slot of time to continue explaining and discussing among ourselves ideas for trading these types of strategies and alternatives.
You may notice that this is the first remote speaker since we started up again Raleigh. The reason we can do this finally is that we had to make a case to the Library to have a rule exception made allowing us to make use of amplification of audio. The Library ultimately has very kindly agreed and we will be using sound in the room starting with this meeting!
So, if you are anywhere within driving distance, please try to attend in person at Oberlin Regional Library, 1930 Clark Ave, Raleigh, NC, on Monday September 29 at 6:30 pm ET. We need a decent turnout to keep getting access to the Library.
If you have problems RSVPing, just attend without RSVPing!
To RSVP to attend in person:
To RSVP to attend via Zoom:
For those needing it, the Zoom link will be posted here closer to the date of the meeting.