Optimizing Risk & Return Profile w/ Structured Notes and the KIQQ ETF – InspereX – 3.2.26

Summary:

ON DEMAND SOON
CE Available

In today’s evolving market environment, advisors are increasingly turning to structured notes as a powerful way to deliver customized solutions. Join InspereX for an in-depth conversation on how structured notes can be tailored to align with a client’s unique risk tolerance, time horizon, and financial objectives—from conservative capital preservation to enhanced income and targeted, hedged equity exposure.

During this session, the discussion will break down how structured notes allow advisors to shape payoff profiles with more precision, offering the flexibility to pursue a wide range of financial goals. Current market themes can influence note design, and customization can help meet client needs more effectively — particularly in a world where traditional asset classes may not fully address today’s risks or return expectations.

Lastly, panelists will introduce the KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF (Ticker: KIQQ), The KIQQ ETF is a Nasdaq-100 strategy combining a dynamic downside hedge with option income generation. Instead of relying on static buffers or caps, KIQQ uses an adaptive collar framework with daily-adjusted put replication and short-dated, out-of-the-money call selling.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Brandon Laczkowski is Head of Institutional (RIA) & Platform Sales, where he leads the distribution strategy and relationship management for institutional registered investment advisors and platform partners. He brings deep expertise in advisor solutions, platform engagement, and consultative sales, working closely with clients to deliver scalable investment and business outcomes. Prior to his current role, Brandon held positions at Goldman Sachs, Credit Suisse & HRC, where he built a strong foundation in sales, capital markets, and advisor-focused distribution.

Mr. Laczkowski earned a bachelor’s in economics with a business cognate from Michigan State University.

Sammy Murphy joined InspereX in January 2026 as a Vice President on the Institutional RIA Sales team, where she supports RIAs and their clients on structured investment mechanics and implementation. She previously served as a Regional Director in Global Wealth Solutions at Raymond James and, before that, worked on Barclays’ Cross Asset Sales & Structuring desk designing and pricing structured investments for major national networks.

Ms. Murphy holds a B.A. in Economics and Art History from Boston College.

Bob McDermott leads the Product Management, Product Development, and Relationship Management efforts for Wealth Management Solutions. His focus is on driving innovation and expanding partnerships with broker-dealers and wealth management firms. Previously, as National Sales Manager at InspereX, he led the firm’s wholesaling team in the distribution of structured products. Bob has more than 30 years of experience in the strategic distribution of investment solutions at the retail and institutional levels. Previously, he was Head of Relationship Management at a $30B ETF Strategist, leading teams responsible for national key account management, platform sales, and global client service. Bob also enjoyed a 16-year tenure at Putnam Investments as Senior Vice President in the retail management division. He earned a BA in political science from Providence College. Bob holds Series 7, 24, 63, & life insurance licenses.