Join us for an informative session to review some alternative new ways to provide downside protection for portfolios. We’ll start off at 9am with Mike Pierotti from Innovator ETF presenting The Defined Outcome ETF Revolution. Mike will cover market perspectives; What is Defined Outcome Investing and what is an Innovator Defined Outcome ETF’s? How do Defined Outcome ETFs work? And on the horizon – new bond offerings.
Then at 10am, Jason Barsema, co-founder of Halo Investing will present Buffered ETFs – (Featuring AllianzIM and Halo Investing). Buffered ETFs have recently entered the fray. These ETFs track an index over a defined period of time while offering a degree of downside protection, known as a “buffer.” Investors can also participate in the positive returns of the index to a predefined level, the “cap.”
CPA, CFA, CFP, Financial Advisors