Increase Your Upside Potential with Innovator Accelerated ETFs
Wednesday, April 14, 2021
2:00 PM EDT | 11:00 AM PDT
60 minutes
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Innovator Accelerated ETFs are part of the Innovator Defined Outcome ETF family and are the world’s first ETFs that seek to provide a multiple of the upside return of the S&P 500, to a cap, with a single exposure on the downside, offered with quarterly or annual outcome periods. Join us as we present Accelerated ETFs and learn how clients can benefit from using them, particularly in the current market environment.
What you will learn for this webinar is:
- What are Accelerated ETFs?
- How can Accelerated ETFs potentially help clients meet specific target returns?
- Where do Accelerated ETFs fit in a client’s portfolios?
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For financial professional use only.
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 innovatoretfs.com. Read it 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.
Innovator ETFs are distributed by Foreside Fund Services, LLC.
Speakers
Trevor Terrell
Vice President of Sales
Innovator
Trevor joined Innovator Capital Management in 2017 and is vice president of sales, responsible for distribution and marketing efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he was SVP – head of sales at Elkhorn Investments and spent time in several sales positions at Invesco PowerShares. Trevor holds a bachelor’s degree from Taylor University and also maintains the series 24, 7, 66 and 63 FINRA licenses.
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.
Robert Huebscher
CEO and Founder
Advisor Perspectives
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.