AN INTRODUCTION TO LEVERAGED AND INVERSE INVESTING
An Introduction to Leveraged And Inverse Investing
Prepared for Interactive Brokers
1
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
2
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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