Bill Ulivieri, AIFA®
Bill Ulivieri started his career in 1982 trading equity and index options at the Chicago Board Options Exchange (CBOE) and also corn and soybean futures at the Chicago Board of Trade, under the membership trading acronym “YEA”. His leadership skills include acting as a CBOE Lead Market Maker and serving on a many procedural committees (e.g. facilities, floor officials, OEX floor procedure).
From 1998 to 2008, he acted as risk manager and firm trader overseeing a group of “market maker” traders and option specialists groups on all U.S. option exchanges. During this time, he monitored derivatives and was advisor on over 1,000 stocks with a notional value of almost $1 billion USD for one the most well respected liquidity providers in Chicago.
Bill received his Accredited Investment Fiduciary Analyst™ designation in 2006 from FI360, the Center for Fiduciary Studies, which is an industry advocate in promoting investment fiduciary education and prudent standard of care. Bill’s article “The Future of Retirement Investing” was featured in the prestigious Journal of Financial Planning.
His commitment to independent investment advice is shared with a diverse radio and internet audience on “Business First” with Angela Miles, the Chicago Board Options Exchange “CBOE-TV”, interviews on the Relevant Radio “Morning Air Show” and the WBBM “Noon Business Hour” with host Sherman Kaplan.
Additional professional involvement includes teaching derivatives courses at the London Stock Exchange Academy, serving as Committee Chairman of the Financial Planning Association of Illinois’ Fall Forum. Bill is also a foundational member of The Options Alliance, an association of financial service entrepreneurs.
Bill is owner and managing director of Cenacle Capital Management, LLC, a state registered investment advisor, using low cost Exchange Traded Funds. His role as CEO of Mining Rig Solutions, LLC has placed him at the forefront of disruptive technology by providing informative presentations on Bitcoin, Blockchain and Distributed Ledger Technology to C-Suite executives.
IBill is available as a Speaker / Instructor. Previous presentations include:
“Ethereum and Blockchain Technology”
FinTank Technology Hub panel discussion with Philip Francis & Zack Smolinski, April 27, 2017
“Bitcoin and Blockchain Technology”
FinTank Technology Hub with Melvin Petties & Zach Smolinski, May 25, 2017
“After the Bell: A Guide to Investing in Blockchain: Cutting Through the Hype”
1871 Incubator Hub – Chicago, IL. June 27, 2017
“CME Group Lists Bitcoin Futures”
CBS Noon Business Hour 780 AM, October 31, 2017
“Bitcoin Surpasses $4,700″
CBS Noon Business Hour 780 AM, August 31, 2017
“More Than Money Podcast”
with Dawn Carpenter of Georgetown University, September 21,2017
3 Questions with Bill Ulivieri
FinTEK News, December 26, 2016
3 Questions with Bill Ulivieri
FinTEK News, May 7, 2017
“Two Inside Perspectives on the Opening of the Chicago Blockchain Center”
FinTEK News July 16, 2017
“Bitcoin & The Future of Philanthropy”
Philanthropy Group- Chicago, July 11, 2017
“Why Bitcoin Will Disrupt…Everything”,
Financial Executives International (FEI), Chicago Chapter, April 20th, 2017
“Why Bitcoin Will Disrupt…Everything”
Financial Leaders Association, March 18, 2017
“Block Chain Technology and Bitcoin; What Financial Experts Need to Know”
Illinois CPA Society-Fox Valley Chapter, March 28, 2017
“Block Chain Technology and Bitcoin; What Financial Experts Need to Know”
Illinois CPA Society Chicago Metro, May 24, 2017
“Why Bitcoin Will Disrupt…Everything”
Illinois CPA Society-South Chapter, November 16, 2016
“What is Bitcoin?”
Relevant Radio, Drew Mariani Show, October 24, 2017
“Linear and Non- Linear Derivatives”, London Stock Exchange Group, 2012-2013
Links of interest