When Active Matters: Inside the Leading High-Quality Income & Disruptive Blockchain ETFs – Amplify ETFs – 9.26.23

January 3, 2021

Overview:

Title: When Active Matters: Inside the Leading High-Quality Income & Disruptive Blockchain ETFs

Date: Tuesday, September 26, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

Now On Demand

Please join Christian Magoon, CEO, Amplify ETFs, Kevin Simpson, DIVO & IDVO portfolio manager & Founder/CIO Capital Wealth Planning, LLC, and Dan Weiskopf, BLOK portfolio manager, Tidal Financial Group, to discuss dynamic high-quality income and innovation ideas and how active management can help investors position themselves for success today and tomorrow.

Speakers:

Christian Magoon Founder & CEO Amplify ETFs

An ETF veteran, Christian has launched over 80 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 is an independent issuer of exchange-traded funds (ETFs) delivering a range of actively managed and index-based ETFs across growth, income, and risk-managed strategies. Since its first ETF launch, Amplify has sought to build ETFs that provide investors access to industry-leading, differentiated, and innovative investment strategies across key market trends aimed to deliver optimal outcomes.

Kevin Simpson Portfolio Manager, Amplify CWP Enhanced Dividend Income ETF (DIVO) & Amplify International Enhanced Dividend Income ETF Founder/CIO Capital Wealth Planning, LLC

Kevin Simpson has been the portfolio manager for DIVO & IDVO since their respective inception in 2016 and 2022. Kevin is the founder and chief investment officer of Capital Wealth Planning, LLC, DIVO & IDVO’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.

Dan Weiskopf Portfolio Manager Amplify Transformational Data Sharing ETF (BLOK)

Dan Weiskopf has been the portfolio manager for BLOK since inception in 2018. Dan joined Toroso Investments, LLC, BLOK’s investment sub-adviser in 2018 and serves as a portfolio manager. Dan has been an ETF Strategist since 2003, and was the portfolio manager and founder of MH Capital Partners, a small cap hedge fund from 1995 until 2003 which focused on asset light business models. Toroso Investments, LLC is a Tidal Financial Group company.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION

Carefully consider the Funds’ investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in the Funds’ statutory and summary prospectus, which may be obtained 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. 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. ETFs that are non-diversified 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.

DIVO & IDVO are subject to covered call risk, which 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. IDVO is subject to investments in foreign securities which involve greater volatility and political, economic, and currency risks and differences in accounting methods. Investments in emerging market issuers are subject to a greater risk of loss than investments in issuers located or operating in more developed markets. BLOK: Narrowly focused investments typically exhibit higher volatility. A portfolio concentrated in a single industry, such as companies actively engaged in blockchain technology or battery technology, makes it vulnerable to factors affecting the companies. The Funds may face more risks than if it were diversified broadly over numerous industries or sectors. Blockchain technology may never develop optimized transactional processes that lead to realized economic returns for any company in which the Fund invests. The Fund will invest at least 80% of the Fund’s net assets in equity securities of companies actively involved in the development and utilization of blockchain technologies.

Amplify ETFs are distributed by Foreside Fund Services, LLC.