AN INTRODUCTION TO LEVERAGED AND INVERSE INVESTING

An Introduction to Leveraged And Inverse Investing

Prepared for Interactive Brokers

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Today's Presenters

Troy Goldstein Executive Director, National Accounts

Ben Fulton Managing Director, Tactical

Leks Gerlak, CFA Tactical Investment Strategist

Brendan Cavanaugh Regional Vice President, Tactical Sales

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Agenda

? Opening Comments ? Traditional Ways to Get Leveraged or Short Exposure ? Modern Leveraged and Inverse Investing Using ETFs ? Mechanics of Leveraged and Inverse ETFs ? How a Hedge Might Behave in Different Market Conditions ? Closing Remarks

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Opening Comments

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Traditional Ways to Get Leveraged or Short Exposure

For financial profess

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