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PFP Study Group: New Alternative Ways to Provide Downside Portfolio Protection

Description

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.”

 

Provider
Maryland Association of CPAs
Course Level
Overview
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Finance
2
Who Should Attend

CPA, CFA, CFP, Financial Advisors

Prerequisites

None

Location
LIVE- ONLINE WEBCAST
Event Information
When
Nov 10, 2020
9:00 am - 11:00 am EDT
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
2
Format
Live Webcast

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$25.00

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$50.00
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PFP Study Group: New Alternative Ways to Provide Downside Portfolio Protection


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