Increased Popularity of Option Overlay Strategies: Mitigating Downside Risk with ETFs in Today's Market

A webinar presented by ETF BILD Project

Date: Tuesday, December 14th

Time: 11:00 AM - 12:00 PM ET (Please login early at 10:50 AM ET)

Recent market volatility has many advisers looking for ways to reduce downside risk in their clients’ portfolios. Even the most diversified and insulated portfolios may fall victim to this unpredictability if they are not prepared to mitigate such risk. Join us as we present an informative webinar that explores how pairing up ETFs with option overlay strategies may offer ways to create alternative income from existing investments while protecting assets.

Topics of discussion include:

  • What is an options overlay strategy and how does it work?
  • How investors are utilizing exposure to overlay strategy products in their portfolios
  • An ETF + an option in one package — challenges, risks and costs
  • Fund Officer Oversight Consideration
  • Overlay strategy investing is underappreciated by the media, investors and the world at large

Panelists:

  • Brad Ball, CEO of Overlay Shares
  • Chris Roleke, Managing Director and Lead Principal Financial Officer, Foreside Financial Group, LLC
  • Andrew Serowik, Portfolio Manager, Exchange Traded Concepts

Moderator:

  • John L. Jacobs, Executive Director, Center for Financial Markets and Policy, Georgetown University’s McDonough School of Business

Registration: To secure your spot, please register here by December 12 and receive instructions on how to join the webinar.

Mission

The ETF BILD (Business Insights & Leadership Discussion) Project aims to be the catalyst for discussions on the most pressing issues faced by the business leaders of the exchange traded fund industry.

  • The ETF BILD Project is at the intersection of academic research and actionable business leadership. The ETF BILD Project is focused on the business insights, leadership, and discussion of the ETF industry.
  • The ETF BILD Project seeks to encourage an ongoing and open discussion on how leaders are solving problems, employing business and operational strategies, the outlook for the marketplace, and lessons learned throughout their process.

VISION

The ETF BILD Project is an open, objective and un-biased ideas exchange for ETF leaders and decision makers to share, discuss and analyze issues facing the ETF industry.

  • Through joint content, white papers, surveys and round-tables, the ETF BILD Project will engage with ETF industry leaders to facilitate discussions and produce thought leadership on the business of ETFs.
  • The ETF BILD Project will seek to publish original content on a quarterly basis and aggregate timely academic and industry research on an ongoing basis via its “What We’re Reading” website section.

VALUES

The ETF BILD Project is 100% objective and unbiased and does not accept sponsored content or any form of pay-to-play exposure.

  • The ETF BILD Project does not endorse any product or business nor recommend any investment action.
  • The ETF BILD Project serves as a soundboard and place of interaction, debate, discussion, and analysis for the business leaders of the ETF industry.

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