Understanding and Pursuing the Benefits of Defined Outcome Investing – Innovator ETFs – 2.20.24

January 12, 2021

Overview:

Title: Understanding and Pursuing the Benefits of Defined Outcome Investing

Date: Tuesday, February 20, 2024

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

Now On Demand

In a chaotic and uncertain world, investors love predictability. Not surprisingly, the rapid growth of Defined Outcome ETFs has been fueled by their ability to reduce uncertainty through their explicit built-in risk management.

In this webcast, we will discuss:

How are advisors using Defined Outcome ETFs and what risks are they addressing?
How does the length of an outcome period affect an ETF’s upside potential?
What is a managed floor strategy, how does it offer benefits of defined outcome investing, and where does it fit in a portfolio?
How can advisors communicate to clients the benefits of defined outcome investing?

Join the Innovator team for a lively discussion of these topics and more.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Tim Urbanowicz, CFA VP, Research & Investment Strategy Innovator ETFs

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.

Trey Martin VP, Sales Innovator ETFs

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.