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The Growing Institutional Use Case for Defined Outcome ETFs™
Join four leading industry experts from Wolverine Trading, Bloomberg LP, Milliman Financial Risk Management and Innovator ETFs to learn about the intricacies of Defined Outcome ETF™ and how they are designed to help manage risk.

Topics include:
• Analyzing the use of an ETF vs. individual options
• The tax-efficiency benefit of ETFs
• How institutions are implementing these ETFs

→ Approved for one hour of CFP®/CIMA®/CPWA®/CIMC®/RMA® CE credit for live webcast attendees
→ CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker

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.

Sep 23, 2021 04:00 PM in Eastern Time (US and Canada)

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Speakers

Ethan G. Kahn, CFA
Principal @Wolverine Trading LLC
Ethan is a Principal at Wolverine Trading LLC and co-manager of the Liquidity Desk, where he is responsible for ETF market making, issuer and exchange relationships and risk management. Prior to joining Wolverine Trading, Ethan was a founding partner of STAT Capital LLC , an index arbitrage trading firm, and an S&P index market maker at the CBOE. He has helped develop many new trading strategies, as well as working with clients to create new products. Ethan is a Chartered Financial Analyst (CFA), FINRA Series 7, 24, 27, 28 and 56 licensed and has a Bachelor of Science degree in finance from the Wharton School of Business at the University of Pennsylvania.
Eric Balchunas
Senior ETF Analyst @Bloomberg Intelligence
Eric Balchunas is senior ETF analyst for Bloomberg Intelligence where he writes research for the Bloomberg Terminal. He also helped create and appears on the first-ever ETF TV show called Bloomberg ETF IQ, as well as a podcast called Trillions. Mr. Balchunas is also a Bloomberg Opinion contributor and author of The Institutional ETF Toolbox, which was published by Wiley in March 2016. He holds a Bachelor's degree in journalism and environmental economics from Rutgers University.
Graham Day, CFA
VP of Product & Research @Innovator ETFs
Graham joined Innovator Capital Management in 2017 and is vice president of product & research, responsible for product development, capital markets and research efforts. Prior to joining Innovator, Graham was SVP - head of product & research at Elkhorn Investments and a Senior Strategist at Invesco PowerShares. He has been quoted in CNBC.com, TheStreet.com, FA magazine, FOX Business and Investopedia.com. Graham is a CFA charter holder, a member of the CFA Society of Chicago and holds a bachelor’s degree from Wheaton College.
Wes Mathews, CFA
Director of Portfolio Solutions @Milliman Financial Risk Management
Wes is the Director of Portfolio Solutions as part of the Business Development group within Milliman Financial Risk Management. This group works with financial institutions and corporations on financial and capital markets risk management. Wes partners with portfolio managers, broker/dealers, model strategists and other asset managers to help determine how Milliman’s various Managed Risk Strategies can be used most effectively in investment portfolios.