Opportunity amid volatility: Quality-focused value and derivative income ETFs – Natixis Investment Managers – 6.3.25

Summary:

Is your portfolio aligned with strategies that may take advantage of market volatility? This one-hour, CE-accredited webinar gives you access to two leading portfolio managers who focus on high-quality companies to find opportunity in volatility, as well as in all types of markets. Gain insight from value equity legend Bill Nygren, CIO-US, Harris | Oakmark, and Mike Buckius, CEO, CIO of Gateway Investment Advisers – a pioneer in options-based investment strategies.

• Learn the history of when US value has historically performed strong
• Explore where quality companies are offering value opportunities today
• Delve into how certain options ETFs may be compelling in volatile markets
• Find out how derivative income ETFs can mitigate risk and generate a steady income stream
• Take a look at why active ETFs are becoming a large part of the future of ETF investing

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Michael Buckius joined Gateway in 1999 and holds the positions of Chief Executive Officer and Chief Investment Officer (CIO), and is a member of Gateway’s Board of Managers. He is also Co-Portfolio Manager for several mutual funds advised or subadvised by the firm, including the Gateway Fund.

As Gateway’s CIO, Michael is responsible for overseeing the firm’s investment management and trading functions, as well as product development and servicing the individual client relationships.

Prior to joining Gateway, he was an equity derivatives sales professional at Bear Stearns & Co. and Bankers Trust Company in New York, where he specialized in the design and implementation of hedging and monetization strategies for high-net-worth individuals and corporations. Prior to his employment in New York, he held a variety of options-related research and trading positions at Alex. Brown & Sons Inc. in Baltimore. Michael received his BA and MBA in finance from Loyola University Maryland, and he is a CFA^® charterholder.

William Nygren is a Partner and Portfolio Manager at Harris Associates L.P. He joined Harris Associates in 1983 as an investment analyst and later served as the firm’s Director of Research. He served previously as an investment analyst at Northwestern Mutual Life Insurance Company. He has received numerous accolades over the course of his investment career, including Morningstar’s Domestic Stock Manager of the Year in 2001.

William holds a bachelor of science degree in accounting from the University of Minnesota and a master of science in finance from the University of Wisconsin – Madison’s Applied Security Analysis Program. He is a CFA^® charterholder.

Nicholas J. Elward, Sr. is a Senior Vice President and Head of Institutional Product and exchange-traded funds (ETFs) in the Strategic Product Group at Natixis Investment Managers. He is responsible for product research and product development for a wide range of product types, including exchange-traded funds (ETFs), separately managed accounts hedge funds and bank commingled products, and for overseeing the ETF business. Nick has nearly 30 years of investment industry experience.

Prior to joining Natixis, Nick was a vice president at State Street Global Advisors and a senior product manager in the Global Product & Marketing Group. He previously spent 14 years at Fidelity Investments working in a combination of US and international client-facing, product development and product marketing positions. His track record includes research and development that spans equity; fixed income; liquid alternatives; retirement solutions; emerging markets; global macro; infrastructure; environmental, social, and governance products; master limited partnerships; and mergers and acquisitions. Most notably, he worked to launch the ETF business for Natixis. In addition to his work in the investment industry, Nick is an adjunct professor at Endicott College in Beverly, MA, where he teaches Leadership, Product, Sales and Marketing classes n the MBA program.

Nick received his BA in political science from the College of the Holy Cross and his MBA from Northeastern University. He enjoys volunteering for charities focused on homelessness and children’s causes. He currently volunteers at the Pine Street Inn, and the Home for Little Wanderers, both in Boston. He is also the co-lead of Natixis’ Healthy Minds employee resource group.