Alternative Yield Solutions with J.P. Morgan’s MerQube Index – Axio by iCapital Network – 12.7.21

Overview:
Title: Alternative Yield Solutions with J.P. Morgan’s MerQube Index
Date: Tuesday, December 7, 2021
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. J.P. Morgan has partnered with MerQube, a leading fintech, to leverage J.P.Morgan’s leadership in structured investment risk management and index design. The initial index to come out of this partnership, the MerQube US Tech+ Vol Advantage Index, provides a variable exposure to the Nasdaq-100 through futures targeting an implied volatility of 35% and subject to a 6% p.a. deduction. The index is designed to deliver advisors target yield similar to a 3-index worst of basket in a single index note with greater pricing stability.

Speakers:
Shane Meyer Shane Meyer Vice President J.P. Morgan

Shane Meyer is a Vice President for J.P. Morgan, covering Structured Products and Investable Indices. Shane has been with J.P. Morgan for the past 11 years holding multiple roles through various business lines within the company. His current role is focusing on Structured Solutions for Registered Investment Advisors and Independent Broker Dealers throughout the United States. He is responsible for the creation, development, and education of these solutions within J.P. Morgan Investment Bank’s Advisor Sales and Structuring teams. Shane is a graduate of Kean University where he holds a B.S. in Finance.
Stephen Czick Stephen Czick Managing Director AXIO by iCapital

Stephen Czick leads Axio’s Product Strategy & Issuer Relations teams, working with issuers, networks and advisors on ways to keep growing the SP market. He started his career with JPMorgan’s Equity Derivatives & Structured Products teams, before moving over to Credit Suisse to assist in their launch of their RIA & IBD platform and then to the Royal Bank of Scotland. Steve also has experience in selling ETFs & Alternatives.

Steve graduated from Boston College with a B.S. in Economics. Steve lives in Plymouth, Michigan with his wife Hannah and their dog Martigan and loves screenwriting and playing pickleball in his free time.