Now Available On Demand |
Speaker: Graham Day, CFA
Focus: Innovator's history, Defined Outcome ETF™ growth, & product innovation milestones.
Speakers: Burke Ashenden & Eric Balchunas
Focus: A discussion on the "ETF Triple Crown" with accompanying market commentary.
Speakers: Andrew Nelson, CFA & Cerulli Research Team
Focus: A review of the recent report detailing the potential 4x-5x growth in Defined Outcome ETFs™.
Speaker: Scott West
Focus: Learn how to grow your practice with Buffer ETFs™. A review of an industry-first study focusing on the language to use and tips to
explain buffer strategies to clients.
Speakers: Mark Belcak, Terry Cicero, CPA, and Mike Massey
Focus: Hear from fellow advisors on how they implement Buffer ETFs™ in their practices, and practical use cases for different client types
Speaker: Graham Day, CFA
Focus: Concluding remarks & overview on new products & what’s to come in 2026
VP of Capital Markets & Institutional Solutions
Innovator ETFs
VP of Capital Markets & Institutional Solutions
Innovator ETFs
Burke Ashenden leads Capital Markets & Institutional Strategy at Innovator ETFs, overseeing market structure, liquidity strategy, and institutional growth across the firm’s $25B+ platform. He manages relationships with APs, market makers, and exchanges while partnering with pensions, endowments, and consultants to integrate Defined Outcome ETFs into core portfolios.
A frequent speaker at industry conferences and in the media, Burke shares insights on ETF design, liquidity mechanics, and institutional implementation. He holds an MBA from NYU Stern and a B.A. from Boston College. Prior to Innovator, he was VP of ETF Strategy at Direxion and began his career as an ETF trader at Virtu Financial.
Partner
Page10 Consulting
Partner
Page10 Consulting
Scott works with select, high-performing investment professionals, equipping them to acquire and retain their optimal clients by personalizing unique and executable strategies.
A graduate of Wheaton College, Scott has over 40 years of experience developing and then delivering “edutaining“ content, whether on a main stage or in one-on-one engagements. He co-founded the Invesco Global Consulting Group during his 35-year career at Invesco, launching dozens of programs in six countries with ideas designed to transform the advisor’s practice. He is also the co-author of five books, including the bestseller ‘StorySelling for Financial Advisors’.
Born in Toronto, Scott is a lifelong hockey fan. Sadly, his attempt at a serious playing career ended at age 9 when, after several coaches evaluated him at a youth hockey camp, he was strongly encouraged to pursue a career in sales. He has continued his love of sports and learning new things, including his recent foray into the fast-growing game of pickleball.
External Advisor Consultant
Innovator ETFs
External Advisor Consultant
Innovator ETFs
Grant is an External Advisor Consultant for Innovator ETFs, responsible for distribution efforts in the Great Lakes Region. He has been instrumental in the Buffer ETF landscape, helping pioneer the space over the past 4 years. Grant holds his B.S in Finance from Taylor University.
Senior ETF Analyst
Bloomberg Intelligence
Senior ETF Analyst
Bloomberg Intelligence
Eric Balchunas is a senior ETF analyst for Bloomberg Intelligence where he writes research for the Bloomberg Terminal. He also helped create and appears on the first-ever ETF TV show called Bloomberg ETF IQ, as well as a podcast called Trillions. Mr. Balchunas is also a Bloomberg Opinion contributor and author of The Institutional ETF Toolbox, which was published by Wiley in March 2016. He holds a Bachelor's degree in journalism and environmental economics from Rutgers University.
Director of Product Strategy
Innovator ETFs
Director of Product Strategy
Innovator ETFs
Andrew Nelson, CFA, is the Director of Product Strategy at Innovator ETFs. In his role, Andrew oversees product strategy, product management, and implementation, driving innovation and growth for the company.
Prior to joining Innovator, Andrew was the Director of ETF Due Diligence at Invesco, supporting the firm's ETF business development efforts within the Wealth Management Platforms division. With extensive experience in financial analysis, strategic planning, and the overall ETF industry, Andrew is dedicated to advancing innovative ETF solutions and expanding market opportunities.
Director, Product Development
Cerulli
Director, Product Development
Cerulli
Daniil is a Director in Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
Relying on industry surveys and interviews with a wide variety of industry stakeholders, Daniil seeks to deliver insights through Cerulli’s published research, consulting engagements, and presentations.
Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and publishing of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture and held risk and compliance roles at HSBC’s investment bank.
Associate Director, Institutional
Cerulli
Associate Director, Institutional
Cerulli
Christopher is an associate director in the institutional practice specializing in research and consulting related to institutional investors and third-party allocators, including defined benefit pensions, endowments, foundations, insurance companies, healthcare organizations, investment consultants, and outsourced chief investment officers (OCIOs). He leads the annual Outsourced Chief Investment Officer (OCIO) report and supports various strategic consulting projects throughout the year. He also leads the Institutional Investor Research Collaborative (IIRC), a research effort focused on connecting with and learning from institutional investors.
Christopher was a Senior Analyst at Mercer working within their executive compensation consulting practice before joining Cerulli in 2018.
Senior Analyst, High-Net-Worth
Cerulli
Senior Analyst, High-Net-Worth
Cerulli
Asher is a member of Cerulli’s Wealth Management practice, specializing in high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.
Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.
EVP, Chief Investment Officer
Innovator ETFs
EVP, Chief Investment Officer
Innovator ETFs
Graham Day, CFA, joined Innovator Capital Management in 2017 and is Executive Vice President and Chief Investment Officer, responsible for product development, capital markets, and research efforts.
Prior to joining Innovator, Graham was SVP - Head of Product & Research at a startup ETF issuer and a Senior Strategist during the formative years of the ETF ecosystem at Invesco PowerShares. He is a highly sought after contributor to financial media outlets such as Bloomberg, Investor’s Business Daily, The Financial Times, CNBC, FA magazine, FOX Business, Forbes, and Investopedia.com.
Graham is a CFA charter holder, a member of the CFA Society of Chicago, and holds a bachelor’s degree from Wheaton College IL.