Why Built-In Risk Management is as Important as Ever – Innovator ETFs – 4.11.24

Overview:
Title: Why Built-In Risk Management is as Important as Ever
Date: Thursday, April 11, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

In this webcast, we’ll examine how Defined Outcome ETFs are constructed to explicitly address risk. We’ll also address a range of questions, including:

  • How are advisors using Defined Outcome ETFs and what risks are they addressing?
  • How can advisors communicate to clients the benefits of defined outcome investing?
  • What is a laddered floor strategy, how does it offer benefits of defined outcome investing, and where does it fit in a portfolio?

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Tim Urbanowicz, CFA Tim Urbanowicz, CFA Head of 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 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.
The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Fund is right for you, please see “Investor Suitability” in the prospectus.

Carefully consider the investment objective, risks, charges, and expenses contained in the prospectus at innovatorefs.com. Read carefully.

There is no guarantee the fund will achieve its investment objective. Investors purchasing shares after an outcome period has begun will be exposed to enhanced downside risk.

Distributor: Foreside Fund Services, LLC.