March 4, 2019
Financial consultant, Stephanie Koenig, is in-studio. Chief and Stephanie welcome options guru and veteran floor trader, Frank Fahey, to discuss Bernie Sanders’s economic adviser’s economic position and much more. Special guests Kyle Capone of B&W Realty and Chad Lubben of Summit Funding discussed the commercial real estate landscape. Finally, David Andalman of PTI Securities & Futures closes the show talking market-timing strategies.
Guests & Co-Hosts
Stephanie Koenig is currently the Associate Director of Program Management at Publicis. Over the course of her career, she has worked at a top international investment bank, the USA’s largest secondary mortgage originator, the largest fast food vendor in the world, as well a firm on the Inc. 500, Inc. Magazine’s list of the Fastest Growing Companies in America.
Stephanie has her MBA from DePaul University and is a member of the Futures Industry Association, the Mortgage Bankers Association and a member of the Chicago Federal Reserves Working Group. She holds a Bachelor’s degree in biochemistry from the University of Arizona and credits her love of finance to her father who was a mortgage broker for 40 years.
Her passions are skiing, sailing, soccer and live music performances. She has rafted through the Grand Canyon on the Colorado river and traveled all over the world.
SERIES – 7, 3, 63, 55, 9&10, 4, 24
Member of the FIA Operations Americas Delivery Committee
Frank Fahey is a multidisciplinary professional with over 30 years experience in Options Trading and Sales Management with an exceptional track record of superior results in high risk-reward corporate and entrepreneurial environments. He has been a member of both the Chicago Board Options Exchange and the Chicago Board of Trade. Frank is one of the few non-exchange employees certified to teach classes on advanced options strategy and options volatility on behalf of the Options Industry Council. Frank is consulting with an international agricultural cooperative to develop and implement strategies to use options to enhance hedging of their crops. He has worked a CBOE DPM, to develop Vega and gamma focused algorithms and methodologies for computer-based tools, and is the ad-hoc risk manager and consulting strategist for a private family hedge fund. Frank has developed presentations, seminars, webinars, and course content for the Chicago Board Options Exchange, the Options Industry Council, DiscoverOptions, OptionVue, PEAK6 University and CzechWealth (Prague).
Kyle Capone brings unparalleled knowledge and expertise to all of his clients while providing personal attention and honest insights to your real estate goals. He specializes in buyer and listing brokerage for relocation, condominiums, luxury homes, investment properties and new construction. Kyle works tirelessly to provide the best results for you and your family while closely listening to your real estate needs. His pleasant demeanor and ability to negotiate will make you feel the most comfortable choosing him as your preferred Realtor. From the initial meeting through to closing and beyond, Kyle’s clients enjoy the highest level of service.
Kyle became an expert in Real Estate from his prior work experience in banking. He has the ability to see both sides of the deal and evaluate everything from start to finish so your best interests are represented. He’s been in Lincoln Park for the past 5 years and works with buyers and sellers from Chicago to the surrounding suburbs. His contribution to the Rotary Foundation and the Rotary Club of Chicago Lakeview shines light on his deep involvement and connections throughout the city and it’s networking community. When Kyle is not working, he enjoys working out, playing golf, networking, bowling, volunteering and spending time with family.
Chad is proud of his achievements as a Leaders and Presidents Club multi-million dollar producer. His small town Iowa upbringing and commitment to athletics helped shape his work ethic, commitment to education, and understanding of teamwork. Lubben has recently been named in the 2016 Scotman’s Guide Top 200 Loan Originator and 2016 Top 1% Mortgage Originator Magazine. Prior to making mortgage banking his career, Chad worked as a Financial Advisor at Northwestern Mutual. Before joining to joining Summit, Chad was an owner/operator for Great Lakes Loan Centers and a Leader’s Club producing Loan Officer for Wells Fargo. Chad is a graduate of The University of Iowa, where he earned a Bachelor of Business Administration with an emphasis in Finance and Information Systems. He was a regular member of the Dean’s List and graduated with a 3.63 cumulative GPA. He currently resides in Roscoe Village with his beautiful wife Kristen. He mostly enjoys watching sports and spending time with his two daughters. Chad and his wife Kristen volunteer for March of Dimes in their spare time.
Technical Analyst, DACS Research, PTI Securities & Futures
David Andalman joins the Stocks & Jocks show every Monday and Wednesday morning. He was born and raised in Chicago, Illinois and earned his bachelor’s degree in Engineering from the University of Illinois, and then his MBA in Finance and Marketing from Indiana University. David traded for a year at the MidAmerica Commodity Exchange before starting the DACS Research Newsletters on commodity futures, which were the first all-technical research newsletters at the CME. Currently, he has been a senior wealth manager and portfolio strategist for over 23 years. He holds registrations in Series 3, 4 (Options Principal), 7, 55, 63 and is a registered Commodity Trading Advisor. Read more.