Join InspereX’s Managing Director of Institutional RIA Sales Brandon Laczkowski, VP of Institutional RIA Sales Sammy Murphy, and Head of WMS Product and Partnerships Bob McDermott for a discussion on optimizing risk and return profiles with structured notes and the KIQQ ETF.
InspereX pioneers institutional-quality strategies in the retail market and is an industry leader in underwriting, marketing, and distributing a wide range of fixed income and structured investments.
WEBCAST – Optimizing Risk & Return Profiles w/ Structured Notes and the KIQQ ETF
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