Retirees Need Income! Meet the First Target Distribution ETF Strategy – Nasdaq – 2.7.18

Summary:

Now On Demand

Over 10,000 people retire each day and many rely on dependable and consistent income from their investment portfolios. In an era of low interest rates, few investors have sufficient retirement savings to live off distributions from portfolios of bank deposits and Treasury securities. At the same time, exposure to high-volatility, high-yielding alternative asset classes can be risky.

Join us for this in-depth discussion that will cover:

  • Low Volatility Retirement Income Solutions
  • HANDLS Indexes & Methodology
  • Strategy Shares First Target Distribution ETF (HNDL) Portfolio Construction & Risk Considerations

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Matt Patterson
Co-Founder and Managing Director
Bryant Avenue Ventures, the creator of the Nasdaq 7HANDL Index

Matt Previously co-founded Accretive Asset Management, the creator of Nasdaq BulletShares Indexes, an innovative series of fixed-income indexes that have raised more than $8.5 billion in assets under license. Matt also co-founded LadderRite Portfolios, the creator of Nasdaq LadderRite Indexes, which have been licensed to several ETFs in the U.S. and Canada. He received an MBA from the University of Chicago, Booth School of Business, a JD from the University of Illinois College of Law and BA from the University of Illinois at Urbana-Champaign.

David Miller
Portfolio Manager
Nasdaq 7HANDL Index ETF

Co-Founder of Catalyst Capital Advisors with a B.S. in Economics, University of Pennsylvania Wharton School; MBA in Finance, University of Michigan Ross School of Business.

Dave Gedeon
Head of Research and Development
Nasdaq Global Indexes

Dave Gedeon is Head of Research and Development, Nasdaq Global Indexes. Gedeon is responsible for the index product management, development and research of Nasdaq Global Indexes, a leading global index provider that calculates more than 40,000 indexes spanning all major asset classes and geographies.

Under Gedeon’s direction, Nasdaq has launched thousands of indexes resulting in both innovative benchmarks and index-tracking products. Notable launches include the Nasdaq U.S. All Market Family, the Nasdaq Multi-Asset Family, the Nasdaq Commodity Index Family, and Nasdaq Smart Sectors. Gedeon has been instrumental in leading the expansion of Nasdaq’s Smart Beta suite with the acquisition the Nasdaq Dividend AchieversTM, Nasdaq AlphaDEX® and Dorsey, Wright & Associates’ brands. In addition to the global index research and development effort, Gedeon oversees Nasdaq’s Dorsey Wright business based in Richmond, Virginia. Under his management, Nasdaq has become one of the largest providers of smart beta index strategies (based on ETF AUM associated to these indexes).

Gedeon holds a B.A. in economics from Denison University. He resides in Virginia with his wife and two children.

Overview:

Title: Retirees Need Income! Meet the First Target Distribution ETF Strategy
Date: Wednesday, February 07, 2018
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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