Why Built-In Risk Management is as Important as Ever – Innovator ETFs – 4.11.24

Summary:

Now On Demand

In this webcast, we’ll examine how Defined Outcome ETFs are constructed to explicitly address risk. We’ll also address a range of questions, including:

• How are advisors using Defined Outcome ETFs and what risks are they addressing?
• How can advisors communicate to clients the benefits of defined outcome investing?
• What is a laddered floor strategy, how does it offer benefits of defined outcome investing, and where does it fit in a portfolio?

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Tim Urbanowicz, CFA is the Head of Research & Investment Strategy for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and portfolio solutions. Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.

Trey Martin is VP of Sales at Innovator Capital Management. He joined the firm in 2017 and is responsible for distribution efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he held multiple sales positions at First Trust Portfolios. Trey holds a bachelor’s degree from Wheaton College and also maintains the series 24, 7 and 66 FINRA licenses.