Introducing Defined VolatilitySM — An Untapped White Space in Investment Strategies – WEBs Investments – 2.5.25

Summary:

Now On Demand CE

In today’s volatile markets, investors are searching for strategies that balance risk and reward. Yet, Defined Volatility remains an underexplored white space with enormous potential. The concept of defined volatility goes beyond traditional strategies, offering an innovative approach to navigating uncertainty in the markets. But few are utilizing it—leaving space for pioneers to redefine what’s possible.

In this webcast, we will discuss the key traits of Defined Volatility and what makes the strategy so compelling, including:

• Risk Management with Precision: Control over market swings with predefined parameters
• Predictable Outcomes: A more stable approach in an unpredictable world
• Innovation Potential: An opportunity to differentiate and lead in a crowded investment landscape
  
  

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

Speakers:

Ben Fulton, a pioneer in the exchange-traded fund (ETF) industry, has significantly influenced the global financial services sector for over 30 years. With a prolific career spanning over 25 years focused on ETFs, he has received nine ETF of the Year awards and numerous other accolades. Ben’s impressive career includes roles such as Managing Director of Tactical ETFs at ProShares, where he expanded the AUM of the Tactical ETF suite by $15B. At Invesco PowerShares, he served as Managing Director of Global ETFs, growing the firm into the world’s fourth-largest ETF issuer with over $75B in assets. As President and founding partner of Claymore Securities, he oversaw the development of various product offerings. Before that, he was Managing Director of Structured Investment Products at Nuveen and Senior Vice President of Product Development at Nike Securities.

Prior to WEBs, Keith served as a Senior Managing Director with Elkhorn Consulting, as well as a Co-Founder of investment strategy research firm Precision Volatility. Before Elkhorn, Keith was the head of product management and development for the Tactical Group at ProShares/ProFunds. He was responsible for product research and development, positioning and marketing, and the education and delivery of investment strategies to financial professionals using the company’s lineup of over 200 geared (leveraged and inverse) ETFs and mutual funds. Prior to ProShares, Keith served as the Chief Marketing Officer for AccuShares Investment Management and a Director with the Equity Structured Products Group at UBS Investment Bank leading the ETRACS exchange traded note program. He joined UBS after several years with Deutsche Bank where he structured investments across multiple asset classes for retail and institutional clients in the U.S. and Latin America. Keith has also held senior roles at Lehman Brothers and Merrill Lynch.

Chris Doran’s career in financial services spans 25 years. Prior to Westwood, he served as managing director at SEI, where he worked to establish relationships with key individuals and organizations. He also served as Easter Sales Manager at PowerShares Capital Management ETFs (presently Invesco ETFs) where he helped the firm build and manage its sales team. He also served as head of PowerShares’ Capital Management National Retail Sales at Invesco.

Jonathan Chandler, CFA, is the Chief Operating Officer for Syntax. With over twelve years of experience working with financial data to develop index and analytical solutions for clients. Since joining Syntax in 2012 as an analyst, he has been heavily involved in developing Syntax’s proprietary classification technology and the many applications it powers. He is heavily involved in both data and index product development for Syntax, working with financial data to develop unique and differentiated index and analytical solutions for clients.