Join us for an Exclusive Workshop

SPX® Box Spreads

Advanced Strategies Workshop

Thursday, March 19, 2026

2:30pm - 5:30pm PST

The Maybourne

The Ballroom
225 N Canon Dr.
Beverly Hills, CA, 90210

Explore one of the most sophisticated tools in options trading for both lending and borrowing applications. Designed for financial professionals seeking to understand advanced index options strategies and their practical applications in today's market.

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Agenda

Time Topic
2:30pm - 3:00pm

Doors Open
3:00pm - 3:05pm

Opening Remarks
Rick Rosenthal, Director, North American Derivative Sales, Cboe Global Markets
3:05pm - 3:35pm

SPX® Box Spread Overview
Florian Huchedé, Senior Director, Cboe Labs, Cboe Global Markets Baptiste Pepin, Associate, Cboe Labs, Cboe Global Markets

  • What is an SPX Box Spread?
  • What are the mechanics of an SPX Box Spread Market?
  • How competitive are the implied yields on SPX Box Spreads?
3:35pm - 3:40pm

Adding Box Spreads into the SPX Toolkit
Tim Brennan, Global Head of Capital Markets & Exchange Strategy, S&P Dow Jones Indices

  • Expanded Utility
  • Expanded Products
  • Expanded Performance Insights
3:40pm - 4:05pm

Lending Case Study: SPX Box Spreads
Joseph DeSipio, CFA, FRM, Managing Member, Strategy Director, Arin Risk Advisors, LLC

  • Case Study: Recent volume trends, liquidity, and interest rate examples for SPX Box Spreads
  • How market pricing reflects implied interest rates, typically aligned with Treasury Yields or Fed Funds benchmarks
  • Capital efficiency compared to traditional fixed income
  • Trading considerations & best practices
4:05pm - 4:30pm

Borrowing Case Study: SPX Box Spreads
Joseph Wang, Co-Founder, CRO, SyntheticFi

  • Case Study: Synthetic Borrowing, alternative to traditional margin loans, mortgages, and bank loans—lower costs, fixed rates, no equity risks
  • Customize Synthetic Borrowing
  • Trading considerations & best practices
4:30pm - 5:30pm

Optional Networking Cocktails & Hors d'Oeuvres

© 2026 Cboe Global Markets, All Rights Reserved.

There are important risks associated with transacting in any of the Cboe Company products or any digital assets discussed here. Before engaging in any transactions in those products or digital assets, it is important for market participants to carefully review the disclosures and disclaimers contained at https://www.cboe.com/global-disclaimers/. These products and digital assets are complex and are suitable only for sophisticated market participants. These products involve the risk of loss, which can be substantial and, depending on the type of product, can exceed the amount of money deposited in establishing the position. Market participants should put at risk only funds that they can afford to lose without affecting their lifestyle.

The S&P 500 is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by Cboe Exchange, Inc. S&P®, S&P 500®, SPX®, SPY®, US 500™, The 500™, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Cboe Exchange, Inc. Cboe S&P 500® (SPX®) options are not sponsored or, sold by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500.