Target Outcome ETFs – First Trust – Now On Demand

February 26, 2019

Overview:

Title: Target Outcome ETFs

Date: Thursday, August 13, 2020

Time: 11:00 AM Eastern Standard Time

Duration: 1 hour

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Summary:

Now On Demand.

Please Join Ryan Issakainen, CFA, ETF Strategist, First Trust and Steve Naemtz, President, CBOE Vest Financial LLC as they discuss Target Outcome ETFs…what they are, how they work and how they can be used in client portfolios. In addition, Ryan and Steve will highlight additional resources available to help advisors better understand the products and provide guidance on pricing both pre and post trade. Learn more about this innovative lineup of ETFs that can be a tremendous tool for managing risk, particularly during market volatility.

Speakers:

Ryan Issakainen, CFA Senior Vice President, ETF Strategist First Trust

Ryan is a Senior Vice President and Exchange-Traded Fund Strategist. As an ETF Strategist, Ryan provides in-depth analysis and commentary related to ETF investing. Ryan is a contributor to the First Trust Investment Insights blog, and authors the quarterly “Inside First Trust ETFs” newsletter. Since 2008, several thousand investment advisors have participated in Ryan’s monthly ETF webcast. He frequently speaks at ETF industry events and conferences throughout the U.S.

Ryan has appeared on a number of national television and radio outlets including CNBC, Fox Business and Bloomberg Radio. He has also given interviews to several print outlets including The Wall Street Journal, Barron’s, Investor’s Business Daily, Bloomberg, Reuters, US News and World Report, Fortune Magazine, the LA Times and Investment Advisor magazine, for which he authored a monthly column on ETF investing.

He is a recipient of the Chartered Financial Analyst (CFA) designation, and holds a BA and MA from Wheaton College.

Steve Neamtz President & Managing Director, Head of Strategic Business Development CBOE Vest Financial LLC

Steve Neamtz leverages his deep experience and demonstrated success in the asset management industry in leading strategic initiatives for Cboe Vest.

Prior to joining Cboe Vest, Mr. Neamtz was director and president at Virtus Partners, a sponsor and distributor of mutual funds, separately managed accounts, retirement funds, and institutional mandates. As part of the management team at Virtus, Mr. Neamtz interfaced with Virtus’ Board of Directors and Fund Board of Directors. He was also a senior member of the Product Management and Investment Oversight Committee.

Previously Mr. Neamtz spent 11 years with AIG SunAmerica as president and CEO of AIG SunAmerica Capital Services, a subsidiary that distributes annuities, mutual funds and asset management products. In addition to his U.S. responsibilities, Mr. Neamtz also served as the CEO of AIG Asset Management International, directing asset management globally. Before that, he was executive vice president and head of distribution for Natixis Funds.

Mr. Neamtz holds a Bachelor of Science in finance and marketing from The Pennsylvania State University.