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Triangle-Market Corrections, Endowments, and Retirees: How Buffered ETFs are Transforming Asset Allocation

Wed, February 12 12:00 pm 1:15 pm

With traditional methods of risk mitigation showing limited effectiveness in controlling volatility, a growing number of investment professionals are reevaluating their diversification strategies. Defined outcome ETFs offer a compelling solution by consolidating predictable payoff structures into an easily accessible, cost-effective, and transparent package. We invite you to join our session to gain insights into why buffer ETFs have emerged as one of the most rapidly expanding segments within the active ETF marketplace.

Speaker Bio:

Johan Grahn, Head ETF Market Strategist, Allianz Investment Management, LLC

Background
With 20 years in the financial services industry, Grahn has deep experience in market economics and financial products.
Most recently, he led the development and launch of Allianz Investment Management LLC’s exchange traded funds (ETFs)
business, which provides investors the opportunity to allocate assets and manage risk in their portfolios with the help of
buffered ETFs.

Experience

  • Grahn currently focuses on strategic partnerships and
    growth objectives across distribution, product, branding,
    and marketing for the ETF business.
  • In previous roles, Grahn partnered with asset managers
    to develop cutting-edge, volatility- managed and tactical
    multi-asset class portfolios, growing them into a $35
    billion business. Grahn has also managed $60 billion
    of discretionary multi-asset fund-of-fund portfolios,
    developed dynamic investment strategies, and advised
    on the oversight of $150 billion in sub-advised assets.
  • Grahn has also built and overseen institutional
    investment programs for endowments, foundations, and
    pension funds.
  • Grahn is a frequent speaker in the media and at industry
    events, where he shares from his wide range of financial
    markets and portfolio management experience.

Education, certifications, and memberships

  • MBA from Bryant University (Rhode Island)
  • B.S. in international business from Johnson & Wales
    University (Rhode Island)
  • FINRA Series 7 securities registration
  • Veteran member of the Swedish Navy’s Special Forces
  • Swedish-American Chambers of Commerce USA
    board member
  • Investment committee member at Tubman, a nonprofit
    that helps people in need to navigate trauma
Free For CFA NC Members

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