Innovator ETFs: Webinars and Replays
WEBINARS & REPLAYS
UPCOMING WEBINARS
 
CE Webinar: Markets hitting all-time highs – What to invest in now?
Tuesday September 15th at 12:00 pm CT
During times of market uncertainty, solutions to limit volatility are top-of-mind. Innovator's Defined Outcome ETFs allows clients to help mitigate downside risk with a built-in buffer, and also maintain the upside potential of the market to a cap. Innovator’s newest Defined Outcome offering expands this concept to bonds, and offers upside exposure to Long-dated Treasuries, with an embedded floor or buffer to mitigate downside risk. Whether an investor is exposed to equities or bonds, Innovator is helping investors “stay out of the fray” and focus on long-term financial goals rather than short-term noise.
→ Accepted for 1 hour of CE credit towards the CFP®, CIMA®, CPWA®, CIMC®, and RMA® certifications by Investments & Wealth Institute® and CFP Board
→ CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Presenters
Bruce Bond
Co-Founder and CEO, Innovator Capital Management
Graham Day, CFA
VP, Innovator Capital Management
Matt Kaufman, PCM®
Principal, Milliman Financial Risk Management LLC
Register Now
WEBINAR REPLAYS
 
An Introduction to Defined Outcome ETFs
Original Webcast Date: Tuesday, February 11th, 2020
Innovator Defined Outcome ETFs are the first ETFs designed to provide investors with the growth of some of the world's most well-known equity markets, to a cap, with built-in buffers of 9%, 15% or 30%.
Let's get back to the basics and review the mechanics of Defined Outcome ETFs, including construction, liquidity, costs, and benefits.
These revolutionary ETFs provide a defined exposure to a broad market index (such as the S&P 500, Nasdaq 100, Russell 2000, MSCI EAFE, and MSCI Emerging Markets), and are among the fastest-growing new categories of ETFs in the market today.
Presenters
Graham Day, CFA
VP, Innovator Capital Management
Wes Mathews, CFA
Director - Portfolio Solutions, Milliman FRM
View Replay
 
Hedge Uncertainty for all of 2020
Original Webcast Date: Tuesday, January 7th, 2020
The Innovator Defined Outcome ETFs – January Series are the only ETFs in the world to provide investors with exposure to five of the most widely followed indexes, to a cap, with built-in buffers for all of 2020. With trade wars, 2020 election, cheap debt and record debt levels looming, remain invested and hedged in the year ahead. Additionally, hear from an RIA on how they are implementing Defined Outcome ETFs in client portfolios.
Topics to be discussed:
• Why Defined Outcome ETFs in today’s volatile markets? Access benchmark indexes (S&P 500, MSCI Emerging Markets, MSCI EAFE) with built-in downside buffers and stay hedged for all of 2020
• Trading Defined Outcome ETFs: The substantial liquidity underlying the Defined Outcome ETFs & tactical trading strategies
• Hear from an RIA about how they are analyzing and implementing the ETFs in their portfolios
Presenters
Bruce Bond
Founder & CEO, Innovator Capital Management
Graham Day, CFA
VP, Innovator Capital Management
View Replay
 
Why Defined Outcome ETFs in 2020
Original Webcast Date: Thursday, December 19th, 2019
Own the market (S&P 500, Russell 2000, NASDAQ 100, MSCI EAFE, or MSCI EM) with a built-in buffer and upside caps.
With equites near all-time highs, an inverted yield curve, trade wars, and an increasing reliance on future Fed easing, Defined Outcome ETFs provide known buffers and market participation up to cap.
Join Innovator ETFs to learn about Defined Outcome ETF investing, how Buffered ETFs can fit into a client’s portfolio, and how advisors can create a globally-allocated equity portfolio with built-in buffers with the new listing of Innovator's Nasdaq-100 and Russell 2000 Defined Outcome ETFs.
Presenters
Bruce Bond
Founder & CEO, Innovator Capital Management
Graham Day, CFA
VP, Innovator Capital Management
View Replay
 
Playing Defense: Under the Hood of Defined Outcome ETFs
Original Webcast Date: Tuesday, December 10th, 2019
You only have to read one day's worth of headlines to understand why many investors are a little nervous about their equity allocation for the coming year. Traditionally, advisors would respond to this kind of uncertainty by allocating away from equities and into bonds. But the current yields on fixed income make this particularly unattractive.
Luckily, a whole new breed of ETFs can help bridge the gap: defined outcome strategies. These funds use the options market to create guardrails on investors’ equity exposure, limiting downside exposure in exchange for a cap on potential upside. These products, while simple in construction, have nuances it pays to understand.
In this one-hour webinar, ETF.com's Dave Nadig sits down with the founder of this approach, Bruce Bond, president & CEO of Innovator ETFs, and Wally Brown, portfolio manager, Wealth Management at GCG Financial.
Presenters
Bruce Bond
Founder & CEO, Innovator Capital Management
Wally Brown
CFA, CFP, Portfolio Manager, Wealth Management, GCG Financial
Dave Nadig
Managing Director, ETF.com
View Replay
 
Defined Outcome ETFs Investing Overview +
An RIA's Buffered ETF Rotation Strategy
Original Webcast Date: Tuesday, October 15th, 2019
With equities near all-time highs, an inverted yield curve, trade wars, and an increasing reliance on future Fed easing, Defined Outcome ETFs provide known buffers and market participation up to cap.
Join Innovator ETFs and ETF Trends to learn about Defined Outcome ETF investing, how Buffered ETFs can fit into a client’s portfolio, and how advisors can create a globally-allocated equity portfolio with built-in buffers with the new listing of Innovator's Nasdaq-100 and Russell 2000 Defined Outcome ETFs.
John Benedict, Portfolio Manager and CEO of J2 Capital Management, will also discuss portfolio rotation strategies within Innovator’s Defined Outcome ETFs.
Presenters
John Benedict
Portfolio Manager and CEO, J2 Capital Management
Bruce Bond
Founder & CEO, Innovator Capital Management
Graham Day, CFA
VP, Innovator Capital Management
View Replay
 
Hedging Downside Risk Today -
An RIA's Perspective on Using Buffered ETFs
Original Webcast Date: Tuesday, September 10th, 2019
Hear from Jeff Myers, Founder of Long Island Wealth Management, about how he is analyzing and implementing Defined Outcome ETFs in client portfolios. With equities near all-time highs, an inverted yield curve, trade wars, and an increasing reliance on future Fed easing, learn how Buffered ETFs are uniquely able to provide knowable buffer levels helping you hedge against a market correction.
Why Defined Outcome ETFs in today’s volatile markets? Access benchmark indexes (S&P 500, MSCI Emerging Markets, MSCI EAFE) with built-in downside buffers
Trading Defined Outcome ETFs: The substantial liquidity underlying the Defined Outcome ETFs & tactical trading strategies
Presenters
Jeff Myers, CFP
Founder, Long Island Wealth Management
Bruce Bond
Founder & CEO, Innovator Capital Management
Graham Day, CFA
VP, Innovator Capital Management
View Replay
 
How RIAs are Replacing Structured Notes by Implementing ETFs with Built-in Buffers and Upside Caps
Original Webcast Date: Wednesday, August 14, 2019
Hear from Allen Harris, Founder, CEO and CIO of Berkshire Money Management and Innovator as they discuss the following:
Why Defined Outcome ETFs? Access benchmark indexes (S&P 500, MSCI Emerging Mkts, MSCI EAFE) with built-in downside buffers
Trading Defined Outcome ETFs: The substantial liquidity underlying the Defined Outcome ETFs & tactical trading strategies
Hear from an RIA about how they are analyzing and implementing the ETFs in their portfolios
Presenters
Allen Harris
Founder and CEO/CIO, Berkshire Money Management
Trevor Terrell
VP, Innovator Capital Management
Wes Mathews
Director, Milliman Financial Risk Management
View Replay
 
MSCI Emerging Markets and MSCI EAFE ETFs with
Built-In Downside Buffers and Upside, to a Cap
Original Webcast Date: Tuesday, June 25th, 2019
Innovator will be offering quarterly Defined Outcome ETFs, starting July 1st, on the MSCI Emerging Markets & MSCI EAFE indexes with built-in buffers of 15% and upside, to a cap. These ETFs will provide defined outcomes over one-year periods, will be rebalanced annually, and can be held indefinitely.
Buffered MSCI EM & EAFE Exposure: For the first time in an ETF, access these benchmark indexes with built-in downside buffers
How These Defined Outcome ETFs℠ Work: Mechanics of the Defined Outcome ETFs℠
Easy Implementation: Unlock the power of daily price discovery on structured outcomes
Trading Defined Outcome ETFs℠: The substantial liquidity underlying the Defined Outcome ETFs℠
Presenters
Bruce Bond
Co-Founder and CEO, Innovator ETFs
Graham Day, CFA
VP, Innovator ETFs
Matt Kaufman
Principal, Milliman Financial Risk Management
View Replay
 
An ETF alternative to structured products and indexed annuities
Original Webcast Date: Friday, May 31st, 2019
The Innovator S&P 500 Defined Outcome ETFs℠ are the only ETFs in the world to provide investors with S&P 500 performance, to a cap, and defined downside buffers. The ETFs provide defined outcomes over one-year periods, are rebalanced annually, and can be held indefinitely. The ETFs are among the fastest growing in the market today.
How the Only Defined Outcome ETFs℠ Work: Mechanics of the Defined Outcome ETFs℠ and an introduction to the upcoming June Series
Unlock the power of daily price discovery on structured outcomes: Easy Implementation Ideas for using defined outcome ETFs
Ease of Trading Defined Outcome ETFs℠: The substantial liquidity underlying the Defined Outcome ETFs℠
Presenters
Bruce Bond
Co-Founder and CEO, Innovator ETFs
Graham Day, CFA
VP, Innovator ETFs
Matt Kaufman
Principal, Milliman Financial Risk Management
View Replay
 
AN RIA'S PERSPECTIVE ON USING DEFINED OUTCOME ETFS
Original Webcast Date: April 30th, 2019
Where do Defined Outcome ETFs fit in my portfolio? How do I implement them?
Join Innovator and Victoria Bogner, CEO of McDaniel Knutson Financial Partners as they discuss strategies for implementing Defined Outcome ETFs. In addition, a Defined Outcome overview and trading techniques will be discussed.
Presenters
Victoria Bogner, CFP®, CFA, AIF®
CEO, McDaniel Knutson Financial Partners
Trevor Terrell
VP, Innovator ETFs
Luke Thorson
Regional Sales Consultant, Innovator ETFs
View Replay