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  3. Mark W. Guthner
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Mark W. Guthner

CFA
Partner
Timeline Partners LLC
Country or state 
United States (New Jersey)
Available to 
Global
Fee 
Ask for pricing
Languages 
English
Volunteer:
Yes

Personal Details

Bio

Mark W. Guthner is a veteran of the financial services industry. His skills and experience stretch across multiple disciplines including trading, portfolio and risk management, securities analysis and valuation, investment banking and financial technology.

Mark is currently an Associate Professor of Practice at Rutgers Business School where he teaches classes in Corporate Finance, Investment Analysis & Valuation, Investment Banking, Financial Modeling, Fixed income & Portfolio Theory. He also conducts academic research.

Mark served as a Principal, Portfolio Manager, Proprietary Trader and Equity Derivative Strategist at Banc of America Securities, CRT Capital Group LLC, and Dash Financial LLC. In these roles, Mark advised institutional investors on the use of options to express market views and to hedge or eliminate unwanted risks. In addition, he managed a proprietary trading book at BofA Securities, generating returns on equity of over 35%

Mark has significant international “in-country” experience. He held senior investment banking and risk management positions at Standard Chartered Bank and the Australian New Zealand Investment Banking Group. In these roles, he managed a $3.5 billion project finance loan portfolio and developed the group’s competitive and asset writing strategies. Furthermore, he served as a Senior Consultant with KPMG/Barents LLC where he developed the investment operations and trained the staff of Indonesia’s oldest and largest insurance company.

He began his career at Prudential Fixed Income Advisors and Hong Kong Shanghai Banking Corporation where he was a Senior Portfolio Manager and Bond Trader. In these roles, he managed and traded over $5 billion in fixed-income securities (both public and private placements, investment grade and high yield) for corporate pension, Taft-Hartley and financial institutions.

Mark is the author of 2 books.

(1) His first book, “Quantitative Analytics in Debt Valuation & Management” was published by McGraw-Hill in 2012. The book presents a breakthrough method for the analysis, pricing, and hedging of corporate debt obligations. It enables the arbitrageur to replicate corporate bonds using a combination of equity, equity options, and US Treasury Securities. In addition, it enables portfolio & risk managers to aggregate corporate bonds and equities into one common risk measure.

(2) His second book, "The Options Edge" was published by Wiley in 2016. It provides "An Intuitive Approach to Generating Consistent Profits for the Novice to the Experienced Practitioner." The book reveals unconventional methods for hedging and position trading based on a scientific study on the performance of Index options, that systemically improve investment outcomes.

Mark holds a BSE in Mechanical Engineering and an MBA in Finance from the University of Michigan, Stephen M. Ross School of Business. Finally, he volunteers his time and expertise in various capacities to the CFA Institute.

Current position (2)

Partner

Timeline Partners LLC

Associate Professor of Financial Practice

Rutgers Business School

Degrees (2)
MBA Investment Finance & Entrepreneurship
University of Michigan
1984 to 1986
MBE Mechanical Engineering
University of Michigan
1977 to 1981

Presentations

Presentations (5)
Structuring Option Trades for Superior Results

In this presentation, I discuss a few of the most common option trading structures and when it is appropriate to use them. The research and thought process behind the method is discussed in my book "The Options Edge."

Process Driven Idea Generation

In this presentation, I discuss the approach we use at The Options Edge LLC when advising our clients on how to position their investment portfolios.

Valuing Credit Risky Debt & It's Synthetic Replication

In this presentation, I discuss a how to price corporate bonds from the market price of equity, equity options, and credit risk-free bonds. I then show how to synthetically replicate a corporate bond with stock, options on that stock and US Treasury bonds. The research and thought process behind the method is discussed in my book "Quantitative Analytics in Debt Valuation and Management."

Trading Volatility with VIX Futures and Volatility ETFs

In this presentation, I discuss the Term Structure of volatility and how investors "trade the curve" as a way of trading volatility. I also discuss how professionals and self-directed investors use Volatility ETFs to enhance returns.

Crypto Currencies What is it good for?

Cryptocurrency is having an enormous impact on finance, payment systems, and value exchange. They captured the imagination of people around the world when the price of Bitcoin skyrocketed to $20,000. Many other coins and tokens took part in the craze as well. There are now at least 5,100 cryptos in circulation and new ones are created all the time. Most of these coins and tokens will fall by the wayside, simply because they do not have a unique purpose. Ultimately, the success and value of a coin will be driven by its “use case.” My discussion will focus on crypto projects that seek to increase efficiency, transparency, trust, convenience with censorship resistance while lowering the price customers pay as they address specific customer needs. With this foundation, investors and traders will be able to identify the most promising coins in which to invest and trade.

Past talks (5)
A Systematic Approach to Enhancing Returns with Options
Money Show
New York
2017
Beyond the Hedge: Using Options for Alpha Generation
CFA Emirates
Dubai, UAE
2016
Beyond the Hedge: Using Options for Alpha Generation
CFA Society Hungary
Budapest, Hungary
2016
Valuing Credit Risky Debt & It's Synthetic Replication
CFA Tampa Bay Society
Tampa Bay, Florida
2015
Using Options to Hedge Stock and Bond Portfolios
Money Show
San Francisco
2014
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Books & Articles (3)

The Options Edge
John Wiley & Sones,
2016
Quantitative Analytics in Debt Valuation & Management
McGraw Hill Professional,
2012
Publicly traded venture capital funds: implications for institutional “fund of funds” investors, Journal of Business Venturing

Expertise (14)

Business
Education
Stock Options Equity Analysis Risk Management Credit Analysis Asset classes and valuation Portfolio Management Investment Finance and Investment Financial Journalism Options Investments fixed income
Recommendations
Why choose me? 

Helping professional & self-directed investors make better investment & wealth management decisions.

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