Income Strategies for a Rising Rate Environment – CBOE Vest – 5.24.17

Summary:

Now On Demand.

For rising-interest rate environments, CBOE Vest offers a strategy that seeks to deliver a unique source of income. Our defined distribution strategy was created for investors looking for liquid, transparent strategies that provide steady and high cash flows without significant equity, credit or interest rate risk. More specifically, the strategy, which capitalizes on the asymmetry in the demand for insurance against equity market volatility, seeks to deliver:

• 6.5%* per annum over the one-month treasury
• Returns over the long term that are non-correlated to movements in the equity and fixed income markets
• Distributions with low price-sensitivity to changes in interest rate

Speakers:

Karan has 10 years of experience developing and trading innovative financial products. Prior to founding CBOE Vest, he worked in Product Development at ProShares Advisors where he was instrumental in developing several first-to-market exchange-traded funds. Previously, Karan served as Vice President at Barclays Capital in New York and London, where he was responsible for using derivatives to design structured products and solutions.

Steve has over 25 years and three successful senior leadership roles in distribution and product development in funds and asset management. Prior to joining CBOE Vest, he served as Head of Distribution at NATIXIS, CEO of Distribution at AIG SunAmerica and Head of Distribution at Virtus. While at AIG SunAmerica, Steve managed asset growth from $1.6B to $25B, launched multiple open-end mutual fund product lines and helped launch the first two NYSE-listed closed-end offerings in the company’s history.

Christopher has 9 years of experience in asset management. He started his career as a Financial Advisor at Wells Fargo Advisors, before joining ProShares as a Regional Sales Consultant. Currently, as Regional Vice President at CBOE Vest, Christopher works with RIAs and wealth managers, helping them find the right strategies and solutions for their clients.