About the Author

Michael Lovelady, CFA, ASA, EA, is the investment strategist and portfolio manager for Oceans 4 Capital Group LLC. Michael designs and implements reduced-volatility and theta-generating hedge fund investment strategies. He developed the “synthetic annuity” (SynA) and uses it extensively in portfolio management.

Prior to founding Oceans 4, Michael worked as a consulting actuary for Towers Watson and PricewaterhouseCoopers. Much of his work was related to design issues at a time when many employers were moving away from traditional defined benefit plans. Michael worked with clients to consider and implement alternatives ranging from defined contribution to hybrid DB/DC plans. His experience with retirement income strategies, from ...

Get Profiting with Synthetic Annuities: Option Strategies to Increase Yield and Control Portfolio Risk now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.