Episode 8: Derivatives 101 with Croft Financial Group's Jason Ayres, Part 2

The Frontier

Jason Ayres is a Derivative Market Specialist by designation, Director of Business Development and an Investment Review Committee member. Jason also sits on the R.N. Croft Financial Group Inc. Board of Directors. In his roll as Director of Business Development, Jason is responsible for the overall management of all strategic and operational marketing and partner/client relationship activities. As a member of the Investment Review Committee, Jason contributes as a market technician and derivative strategist. In addition, Jason has been one of the lead instructors for the TMX Montreal Exchange for the last 9 years, Jason continues to travel across Canada actively advocating the use of options as an important tool in effective portfolio management. Jason is also president of one of the largest and longest running trading and investing educational services in Canada and founder of a successful online resource for pro-active stock and option traders. 2:04 Opening 2:05 At Croft, you actively use derivatives as part of your portfolio management strategies. Why do you believe this is a methodology that will provide superior returns? In other words, why do you use derivatives? 11:04 What factors (market timing, sentiment, etc.) tend to drive Croft’s use of derivatives in client portfolios? 12:45 Describe one (or a few) ideal situation(s) to incorporate derivatives into your portfolio in your mind. 16:41 What are some of the challenges facing retail equity investors in the current markets?