Defined Outcome Investing: All That You Want to Know

by Richard Jory, Wes Mathews, Vinit Srivastava and Regan Teague of AP Thought Leader Summit 2020, 10/7/20

Wednesday, October 7, 2020

12:00 PM EDT | 9:00 AM PDT

50 minutes

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APPROVED FOR 1.0 HOURS OF CFP BOARD CREDIT AND 1.0 HOURS OF I&WI CREDIT.

While structured notes have been available for decades, recent developments in the defined outcome space have brought these types of payoff profiles to newer investment vehicles. Join us as we look at how product innovation, advances in indexing and portfolio implementation have changed the defined outcome landscape.

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Speakers

Richard Jory Headshot

Richard Jory
Editorial Expert

Vinit Srivastava Headshot

Vinit Srivastava
CEO and Co-Founder
MerQube Inc.

Wes Mathews Headshot

Wes Mathews
Director of Portfolio Solutions
Milliman Financial Risk Management