Friday, October 11, 2024 • 12:00pm - 3:30pm ET • 3.5 CE Credits |
Join us for the Innovator Insights Forum: Revolutionizing Portfolio Risk Management designed exclusively for financial advisors. This online event will provide expert insights from Innovator ETFs' investment thought leaders and partner practitioners. These interactive, educational sessions offer CE credits and are complimentary for financial professionals.
• Bruce Bond, Founder & CEO, Innovator Capital Management
• Tim Urbanowicz, CFA, Head of Research & Investment Strategy, Innovator Capital Management
• Kevin Becker, CEO, Kiski
• Trey Martin, VP of Sales, Innovator Capital Management
• Graham Day, CFA, Executive Vice President & Chief Investment Officer, Innovator Capital Management
• Andrew Nelson, CFA, Director of Product Strategy, Innovator Capital Management
• Trey Martin, VP of Sales, Innovator Capital Management
• Mike Hickerson, CFA, Portfolio Consultant, Innovator Capital Management
• Stuart Chaussee, Founder, Stuart Chaussee & Associates
• Bill Laird, CFA, CFP, Founder, Riverside Wealth Partners
• Burke Ashenden, VP of Capital Markets, Innovator Capital Management
Founder & CEO
Innovator Capital Management
Founder & CEO
Innovator Capital Management
Bruce is co-founder and CEO of Innovator Capital Management. Having cofounded PowerShares Capital Management in 2003, he is recognized as one of the pioneers of the ETF industry. His leadership, creativity and entrepreneurial vision challenged the conventional thinking about ETFs and blazed a trail that made way for the massive growth of what is known today as smart or strategic beta. In addition to being recognized for best-in- class products, Bruce has been named the ETF industry’s most influential person on multiple occasions. He is a thought leader and has been quoted in financial publications around the globe.
VP of Capital Markets
Innovator Capital Management
VP of Capital Markets
Innovator Capital Management
Burke oversees Capital Markets at Innovator. His team focuses on educating investors, promoting Innovator ETF liquidity, and enhancing the Innovator client experience. He’s also responsible for relationships with APs, market makers, broker dealers, and stock exchanges on the sell side. Previously, Burke was Vice President of ETF Strategy at Direxion ETFs and an ETF Trader at Virtu Financial.
CEO
Kiski
CEO
Kiski
Kevin Becker serves as the co-founder and CEO of Kiski. Before founding Kiski, Kevin was CIO of Duff Capital Advisors after founding and managing Claiborne Capital Group, a long/short equity hedge fund, where he served as both CEO and CIO.
Before launching Claiborne, Kevin was a Managing Director at SAC Capital Management, where he managed a long/short equity portfolio and co-developed SAC’s European business.
He joined SAC from Tiger Management, where as Managing Director he was responsible for Tiger’s public equities portfolio in the industrials and cyclicals sectors. Kevin began his career at Morgan Stanley. He earned a BA from the University of Notre Dame, with majors in the Great Books Program and Computer Applications.
Founder
Stuart Chaussee & Associates
Founder
Stuart Chaussee & Associates
Stuart Chaussée specializes in portfolio management and investment planning for affluent individuals and business owners. The majority of his clients are either retired or nearing retirement. He works independently as a fee-only investment advisor and has 38 years of experience advising investors. Stuart Chaussée has over $325 million in assets under management.
Stuart holds a B.A. from the University of California, Berkeley and a Master’s degree from Thunderbird School of Global Management. He began his career in 1986 with Prudential-Bache Securities in Brussels, Belgium. He later worked for Merrill Lynch in Luxemburg and Belgium. He has worked independently since 1987. In addition to being a Registered Investment Advisor, Stuart has held the following professional designations: Chartered Retirement Planning Counselor (CRPC) (2020-2022), Chartered Socially Responsible Investing Counselor (CSRIC) (2020-2022), and Behavioral Financial Advisor (BFA) (2020-2022).
In addition to managing money, Stuart Chaussée is the author of six investment books including the award-winning Advanced Portfolio Management: Strategies for the Affluent (Palisade Business Press). The book was noted in a Barron’s article titled “The Best Investment Books of 2002.” Barron’s staff said “Advanced Portfolio Management is aimed mainly at seasoned investors, though it describes complicated issues clearly and simply and gives advice that might be useful to both pros and amateurs.” His most recent writings, Understanding Risk, Investor Behavior and Surviving Bubbles and Dividend Investing for Income and Growth are included in Essential Works of Stuart Chaussée. Stuart’s latest book, Investor’s Guide to Buffer ETFs: Upside Growth Potential with Downside Protection, was published in 2024.
Executive Vice President and Chief Investment Officer
Innovator Capital Management
Executive Vice President and Chief Investment Officer
Innovator Capital Management
Graham Day, CFA, joined Innovator Capital Management in 2017 and is the 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 at Invesco PowerShares. He is frequently cited in major financial media outlets such as Bloomberg, Investor’s Business Daily, The Financial Times, CNBC.com, FA magazine, FOX Business, 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.
Portfolio Consultant
Innovator Capital Management
Portfolio Consultant
Innovator Capital Management
Mike joined Innovator in 2019, in the early days of the Buffer ETF revolution, and is the external sales consultant for Colorado and Southern California. Before Innovator, Mike was on the internal desk at Invesco, working with wirehouses across the Mountain West. Mike is a CFA charter holder, a member of the CFA Society of Colorado, and holds a bachelor’s degree in Economics from Wheaton College (IL). Mike lives in Littleton, CO with his wife Dannie and son Brooks.
Founder
Riverside Wealth Partners
Founder
Riverside Wealth Partners
Bill is the Founder of Riverside Wealth Partners and is one of a few select individuals to hold both the Certified Financial Planner™ certification and Chartered Financial Analyst (CFA) designation.
Bill has 24 years of hands-on experience in the wealth management industry. He started his career as a Research Analyst and Portfolio Manager with a major commercial bank where he managed over $1 billion in assets for trusts, individuals, and corporate clients. The last 14 years of his career were spent at a Registered Investment Advisor where he served clients in the Southeast. In addition to his client work, Bill served on the firm’s Leadership Committee and as its Chief Investment Officer.
When not working or involved with family activities, Bill dedicates significant time to the Rotary Club of Orange Park Sunrise, Estate Planning Council of Northeast Florida, Financial Planning Association of Northeast Florida and CFA Society of Jacksonville.
Bill is a 1999 graduate of Stetson University with a degree in Finance.
VP, Sales
Innovator Capital Management
VP, Sales
Innovator Capital Management
Trey Martin is VP of Sales at Innovator Capital Management. He joined the firm in 2017 and is responsible for distribution efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he held multiple sales positions at First Trust Portfolios. Trey holds a bachelor's degree from Wheaton College and also maintains the series 24, 7 and 66 FINRA licenses.
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.
Head of Research & Investment Strategy
Innovator Capital Management
Head of Research & Investment Strategy
Innovator Capital Management
Tim Urbanowicz, CFA is the Head of Research & Investment Strategy for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and portfolio solutions. Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.
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