Managing Covered Call Option Positions

Bud Haslett, CFA, is director of option analytics for Miller Tabak + Co., LLC. Previously Mr. Haslett founded a derivatives-based investment management firm and spent two decades on the options trading floor, where he managed portfolios of stocks and options. He is past president of the CFA Society of Philadelphia and is chairman of the Board of Regents for the Financial Analysts Seminar. He is an active volunteer for CFA Institute, having served in a variety of capacities, including CFA exam grader and member of the Council of Examiners. Mr. Haslett has also taught coursework on options at New York University, Johns Hopkins University, and Rutgers University. He is the founding chairman of the Derivatives Committee for the New York Society of Security Analysts and is a member of the Institutional Investor Advisory Committee for the Chicago Board of Options Exchange. He has conducted option presentations and workshops at more than 40 CFA Institute societies. Mr. Haslett holds the Financial Risk Manager certification and earned a BS degree in finance from Shippensburg University, a master’s degree in liberal arts from the University of Pennsylvania, and an MBA with a concentration in investment management from Drexel University.

This information is accurate as of the date of the recording.