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Defined Outcome ETF™ Summit
Join the Innovator ETFs community for our Defined Outcome ETF Summit!
It will be a day dedicated to how the wealth management and investing landscape is changing. Hear from industry experts on market trends and financial advisors about how they use Defined Outcome ETFs.

Agenda:
12pm ET: A Word from our CEO
12:05pm ET: ETF Nerds Talk Disruption and Managing Risk (Featuring Eric Balchunas, Todd Rosenbluth and Nate Geraci)
1:00pm ET: The Fed, Inflation and Your Portfolio (Featuring Ben Carlson and Gene Munster)
1:50pm ET: Advisor's Panel: How Fiduciaries are Incorporating Defined Outcome ETFs™ in Client Portfolios (Featuring Victoria Bogner, Blair Tushaus and Ryan Collier)
2:35pm ET: Trader Talk: A Discussion on ETF Liquidity (Featuring Ethan Kahn and Rob Cummings)

View full agenda in promotion website at https://www.innovatoretfssummit.com/

Schedule a meeting with Innovator and receive a SIMON hat via https://www.innovatoretfs.com/salesmap/

→ Accepted for 3 hours of CFP®/CIMA®/CPWA®/CIMC®/RMA® CE credit for live and on-demand 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.

03:05:00

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Speakers

Ben Carlson
Director of Institutional Asset Management @Ritholtz Wealth Management
Ben started out with an institutional investment consulting firm developing portfolio strategies and creating investment plans for various foundations, endowments, pensions, hospitals, insurance companies and high net worth individuals. More recently, Ben was part of the portfolio management team for an investment office that managed a large endowment fund for a charitable organization. ​Ben is the author of: A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan Organizational Alpha: How to add Value in Institutional Asset
ERIC BALCHUNAS
Senior ETF Analys @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.
NATE GERACI
President @The ETF Store, Inc.
Nate helped launch The ETF Store, Inc., nationally recognized as the first investment advisor to offer only Exchange Traded Funds. He is also creator and host of the weekly podcast “ETF Prime”, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”. Nate is Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs. Nate is regularly quoted in various national publications including Bloomberg, Business Insider, The Wall Street Journal, Financial Times, and CNBC, has appeared on Bloomberg Radio & TV, and was named one of Ingram’s 2013 “40 Under Forty” in Kansas City. Nate also serves as a board member for the Kansas Council for Economic Education.
TODD ROSENBLUTH
Director of ETF and Mutual Fund Research @CFRA
Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee.
Victoria Bogner
CEO @Affinity Financial Advisors
Victoria has been an advisor on the hybrid-RIA platform since 2005 and works with a wide array of clients that range from university presidents to Hollywood celebrities. An Accredited Investment Fiduciary® and a Certified Financial Planner®, she is also a Chartered Financial Analyst Charterholder. This designation serves to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence. Along with serving her clients, she leads our Investment Committee to plot our approach to asset management. She also performs stock market analysis for investment strategies and is in charge of the securities trading component of our company. Victoria is a 2018 40 Under 40 Honoree* by InvestmentNews, the leading news source for financial advisers. She has been featured in the Wall Street Journal, New York Times, Associated Press, US News & World Report, ABC News, Fox Business News, Inc.com, and the Washington Post.
Ryan A. Collier, CIMA®
Sr. Portfolio Manager and Director of Investment Management @Bedel Financial
As a Senior Portfolio Manager and the Director of Investment Management my focus is working with clients and trustees to ensure that their investment portfolio is invested appropriately based upon their goals and plans. As Director of Investment Management my role is to oversee the investment team to make sure that we are achieving our client's investment goals. Having been with the firm for over 15 years I feel the best part of my job is helping someone remove the worries or concerns they have about their investments.
Blair Tushaus
Partner @Tushaus Wealth Management Group
​Blair Tushaus has associated with Tushaus Wealth Management since 2015 and has recently become an Investment advisor representative in 2019. Previously, Blair has worked for (OrthoArizona) as a medical scribe in 2018 and for Endurance Rehabilitation from 2017-2018. He has worked for the University of Nebraska as a graduate assistant for the football team from 2016-2017. Blair has a series 65 securities license and an Arizona Insurance License. He attended Brigham Young University from 2010-2012 where he was a member of the football team as an offensive lineman. He later transferred and finished his degree in business and history interdisciplinary studies at Arizona State University in 2014. Thereafter, he received a master’s degree in International security from the University of Arizona in 2015 where he was also a part of 2014 Fiesta Bowl football team. During this time, Blair earned membership to the National Football Foundation Hampshire Honor Society.
Gene Munster
Managing Director @Loup
Gene is a managing partner and co-founder at Loup. Prior to Loup, Gene was a managing director and senior research analyst at Piper Jaffray where he covered technology companies including Apple, Amazon, Google and Facebook.
Ethan Kahn
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.
Rob Cummings
Principal and Senior Director, Head of Portfolio Management @Milliman FRM
Rob works for the Capital Markets Group within Milliman’s Financial Risk Management practice in Chicago. This group advises clients in banking, insurance, and funds management on financial risks, portfolio management, hedging strategies, and trading operations. Rob is the senior trader on the desk and is involved in management of variable annuity, fixed indexed annuity, managed risk ETFs, and other derivative hedging programs of both U.S. and international clients. In addition, Rob is a portfolio manager for the Innovator suite of Defined Outcome ETF’s. Rob has more than 13 years of experience as a trader with a primary focus on options. Prior to joining Milliman, he was involved in various proprietary trading strategies and was portfolio manager of associated derivatives funds. These strategies included volatility arbitrage, global macro, and high-frequency trading.