Paid to Wait & Poised to Rally? Discover Income Strategies for Today’s Markets – Amplify ETFs – 8.30.22

Overview:

Title: Paid to Wait & Poised to Rally? Discover Income Strategies for Today’s Markets
Date: Tuesday, August 30, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour
 

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Summary:

Now On Demand

Investors are facing an environment that continues to be challenging to generate material investment income due to low interest rates. At the same time broad based stock and bond market risks including inflation, tighter monetary policy and the potential for a recession remain top of mind. When investment income matters, how are you positioning your income allocations to address this complex environment?

Please join Christian Magoon, CEO, Amplify ETFs, Kevin Simpson, DIVO portfolio manager & Founder/CIO Capital Wealth Planning, LLC, and Jane Edmondson, CEO/Co-Founder, EQM Indexes, LLC to discuss key market drivers and equity income strategies that span the yield spectrum and feature monthly income distributions, the potential to hedge against volatile equity market conditions and seek long term capital appreciation. In other words, paid to wait and poised to rally.

 

Speakers:

Christian MagoonChristian Magoon Founder & CEO Amplify ETFs

An ETF veteran, Christian has launched over 70 ETFs in the U.S. to date. Christian has been behind many innovative ETFs, including cybersecurity, online retail, frontier markets, spinoff, solar energy, multi-asset income, blockchain technology, and battery technology. Prior to founding Amplify, Christian served as President of U.S.-based asset manager Claymore Securities. Amplify ETFs, sponsored by Amplify Investments, provides investment opportunities for investors seeking growth, income, and risk-managed strategies.

Kevin SimpsonKevin Simpson Portfolio Manager, DIVO ETF Founder/CIO Capital Wealth Planning, LLC

Kevin Simpson has been the portfolio manager for DIVO since inception in 2016. Kevin is the founder and chief investment officer of Capital Wealth Planning, LLC, DIVO’s investment sub-advisor. Originally from Philadelphia, PA, Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992. After his time at W.H. Newbold’s Son & Co, Kevin spent 7 years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net worth individuals plan and achieve their financial goals through option centered strategies.

Jane EdmondsonJane Edmondson CEO/Co-Founder EQM Indexes

Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 30 years of experience in the investment industry. The firm’s indexes are licensed in the U.S., Europe, and Australia spanning themes such as Social Justice, Blockchain, Online Retail, EM FinTech and Solar, Lithium and Battery Technology, and Rare Earths Critical Materials which are essential for the transition to Green Energy.

Carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in Amplify Funds statutory and summary prospectus, which may be obtained above or by calling 855-267-3837, or by visiting AmplifyETFs.com. Read the prospectus carefully before investing.

Investing involves risk, including the possible loss of principal. You could lose money by investing in the Fund. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. There can be no assurance that the Fund’s investment objectives will be achieved. Covered call risk is the risk that the Fund will forgo, during the option’s life, the opportunity to profit from increases in the market value of the security covering the call option above the sum of the premium and the strike price of the call, but has retained the risk of loss should the price of the underlying security decline. The Fund may invest in mid capitalization companies. This may cause the Fund to be more vulnerable to adverse general market or economic developments because such securities may be less liquid and subject to greater price volatility than those of larger, more established companies. Because the Fund is non-diversified and can invest a greater portion of its assets in securities of individual issuers than a diversified fund, changes in the market value of a single investment could cause greater fluctuations in Share price than would occur in a diversified fund.

Diversification does not assure a profit or protect against a loss in a declining market.

Amplify Investments LLC serves as the investment adviser to the Fund. Capital Wealth Planning, LLC and Penserra Capital Management LLC each serve as investment sub-advisers to the Fund. Amplify ETFs are distributed by Foreside Fund Services, LLC.