Posted: 1/31/17
New Agenda Now Available 
View Agenda
Posted: 1/31/17
Hotel rooms still available. Book your room now before they’re gone!
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THE 33rd Annual

Cboe Risk Management Conference

The premier educational forum for users of equity derivatives, options and volatility products.

Posted: 1/31/17
Agenda Now Available
View Agenda
Posted: 1/31/17
The Hotel room block may be full. Go to the "Hotel and Travel" page for more information
Book Your Room

Learn the latest trading and
risk management strategies


36th Annual RMC US will be
Monday, Mar 2, through
Wednesday, Mar 4, 2020


Hyatt Regency Coconut Point,
Bonita Springs, Florida

The location

Monarch Beach Resort

We were delighted with our March 2017 stay at the Monarch Beach Resort in Dana Point, California. For 2018 we are happy to be returning to the Hyatt Regency Coconut Point near Ft. Myers, Florida. Always a favorite destination for RMC attendees, we appreciate the great food, outstanding service and casual elegance of this plantation style resort. Check back later for details-- but plan to join us there March 7 through March 9, 2018!

About Monarch Beach Resort
Nestled in the golden hillsides of Orange County, Monarch Beach offers deluxe amenities for guests to unwind. Play a round of golf on the award-winning Monarch Beach Links course complete with stunning views of the Pacific Ocean.

Or, if you’re looking to indulge in the ultimate spa experience, visit the Miraval Life in Balance Spa. There, you can spoil yourself with a massage, facial and many other spa services.

And of course, when it comes to food, a wide array of options are available to you from casual dining to an upscale culinary experience. No matter what you choose, you’ll experience the bright flavors southern California has to offer.

About the location
Keynote Speaker
Edward O. Thorp
Math Professor, Inventor, Best-Selling Author and Hedge Fund Manager
2017 Featured Sponsors
A special thank-you to our sponsors who have helped make the 2017 Cboe Risk Management Conference U.S. possible.
Platinum Sponsor
Gold Sponsors
Silver Sponsors
General Sponsors
Media Sponsors
Each year Cboe RMC delivers unparalleled content and education for institutional portfolio managers. This year is no exception. Check out the 2020 Agenda and see the changes we have made to make your experience even more enriching.
The 2020 Agenda will be posted at the end of January 2020. For planning purposes, check out the 2019 Agenda here.
Previous DayNext Day


Conference Registration opens

11:00pm – 12:10pm

Light, stand-up lunch

12:10pm – 12:15pm


Rob Hocking, Senior Vice President, Cboe Global Markets

12:15pm – 1:15pm

Information is Power: Utilizing Small-Cap and International Volatility to Harvest Premia

Jeff Foley, Head of Business Operations, Wilshire

Derek Devens, Senior Portfolio Manager,  Neuberger Berman

Agather Rolf, Managing Director of Research,  FTSE Russell

1:15pm – 1:45pm

Session Break

1:45pm – 2:45pm

Defined Outcomes: Under the Hood of Buffer ETFs

Bruce Bond, Founder, Innovator Capital Management LLC    

Graham Day, Vice President, Product & Research, Innovator Capital Management LLC

2:45pm – 3:15pm

Coffee Break

3:15pm – 4:00pm

Managing Equity Volatility...Without Giving up on Equities

Craig Stapleton, Senior Vice President and Portfolio Manager, Securian  Asset Management                                                                                                 

Craig Robbins, Director of Investments, Children's Hospitals

4:00pm – 4:15pm

Session Break

4:15pm – 5:00pm

Hedging as an Asset Allocation Tactic

Rocky Fishman, CFA, Equity Derivatives Strategist, Goldman Sachs

5:00pm – 5:40pm

Cocktail Break

5:40pm – 6:40pm

The cocktail hour between dog and wolf with

Keynote Speaker: John Coates -  Derivatives Trader turned Behavioural Neuroscientist and Author of "The Hour Between Dog and Wolf: How Risk Taking Transforms Us, Body and Mind"                                                                                                   

6:40pm – 7:00pm

Cocktail Hour and Networking Continues

7:00pm – 9:00pm

Welcome Reception dinner, Waterfall Terrace (outdoors, weather permitting)

7:00am – 8:00am

Yoga Class

7:30am – 8:45am

Buffet Breakfast, Tarpon Bay Restaurant

9:00am – 9:15am

Welcome and Cboe Update

Edward Tilly, Chairman of the Board, President and Chief Executive Officer, Cboe Global Markets

9:15am – 10:15am

Keynote Speech: Making Smarter Decisions

Annie Duke, Decision Strategist. Former Professional Poker Player.  Author of "Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts"

10:15am – 10:30am

Coffee Break

10:30am – 11:00am


Stacey Gilbert, Portfolio Manager, Glenmede

11:00am – 11:30am

Session Break

11:30am – 12:30pm

Expecting the Unexpected: Super Tuesday and Beyond


Dean Curnutt, Founder and Chief Executive Officer, Macro Risk Advisors

Benn Eifert, Managing Member and CIO, QVR  Advisors

12:00pm – 1:45pm

Lunch and Networking (outside on the patio)

1:45pm – 2:30pm

Interpreting Market Signals Derived from Derivatives

Speaker TBD

2:30pm – 2:45pm

Session Break

2:45pm – 3:30pm

OTC vs. FLEX: The Opaque Incumbent or the Transparent Alternative

James Walton, Investment Advisor, River and Mercantile

3:30pm – 3:45pm

Session Break

3:45pm – 4:30pm

Private Equity Replication Strategies

SJ Saremba, Director, Sales & Marketing, RJA Asset Management

    Abhishek Rane, FRM, Senior Analyst- Strategy & Risk Management, Ascension Investment Management

    4:30pm – 4:45pm

    Session Break with cocktails

    4:45pm – 5:30pm

    Customizable Solutions & Innovations in the Insurance Space

    Sheryl J Moore, Chief Storyteller, Moore Market Intelligence

    5:30pm – 7:00pm

    Cocktail Reception

    8:00am – 9:00am

    Is the short volatility trade too crowded?

    James Koutoulas, CEO, Typhon Capital Management                                             

      TBA, Lavaca Capital

        9:00am – 9:15am

        Session Break

        9:15am – 10:00am


        10:00am – 10:15am

        Coffee Break

        10:15am – 11:00am

        Forecasting Volatility: Utilizing Fixed Income Prices in Equity for Models

        TBD Milliman

        11:00am – 11:15am

        Coffee Break

        11:15am – 12:15pm

        A Better Return on Capital:  Alternatives to CDX and TRS

        IHS Markit, Speaker TBC                                                                                                                                                                                   

        BlackRock TBD                                                                                                                                                                                       

        Speaker TBD                                                                                                                                                                                        


        Closing Remarks