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DTSTART;TZID=America/New_York:20250211T120000
DTEND;TZID=America/New_York:20250211T131500
DTSTAMP:20260524T120035
CREATED:20250121T214835Z
LAST-MODIFIED:20250127T155241Z
UID:6754-1739275200-1739279700@cfanorthcarolina.org
SUMMARY:CLT-Market Corrections\, Endowments\, and Retirees: How Buffered ETFs are Transforming Asset Allocation
DESCRIPTION: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. \n\n\n\nSpeaker Bio: \n\n\n\nJohan Grahn\, Head ETF Market Strategist\, Allianz Investment Management\, LLC \n\n\n\nBackgroundWith 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 ofbuffered ETFs. \n\n\n\nExperience \n\n\n\n\nGrahn currently focuses on strategic partnerships andgrowth objectives across distribution\, product\, branding\,and marketing for the ETF business.\n\n\n\nIn previous roles\, Grahn partnered with asset managersto develop cutting-edge\, volatility- managed and tacticalmulti-asset class portfolios\, growing them into a $35billion business. Grahn has also managed $60 billionof discretionary multi-asset fund-of-fund portfolios\,developed dynamic investment strategies\, and advisedon the oversight of $150 billion in sub-advised assets.\n\n\n\nGrahn has also built and overseen institutionalinvestment programs for endowments\, foundations\, andpension funds.\n\n\n\nGrahn is a frequent speaker in the media and at industryevents\, where he shares from his wide range of financialmarkets and portfolio management experience.\n\n\n\n\nEducation\, certifications\, and memberships \n\n\n\nInvestment committee member at Tubman\, a nonprofitthat helps people in need to navigate trauma \n\n\n\nMBA from Bryant University (Rhode Island) \n\n\n\nB.S. in international business from Johnson & WalesUniversity (Rhode Island) \n\n\n\nFINRA Series 7 securities registration \n\n\n\nVeteran member of the Swedish Navy’s Special Forces \n\n\n\nSwedish-American Chambers of Commerce USAboard member
URL:https://cfanorthcarolina.org/event/clt-market-corrections-endowments-and-retirees-how-buffered-etfs-are-transforming-asset-allocation/
LOCATION:Morton’s the Steakhouse\, 227 W Trade St #150\, Charlotte\, NC\, 28202\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/01/Add-a-heading-85.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T080000
DTEND;TZID=America/New_York:20250212T091500
DTSTAMP:20260524T120035
CREATED:20250121T215041Z
LAST-MODIFIED:20250127T155113Z
UID:6757-1739347200-1739351700@cfanorthcarolina.org
SUMMARY:Triad-Market Corrections\, Endowments\, and Retirees: How Buffered ETFs are Transforming Asset Allocation
DESCRIPTION: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. \n\n\n\nSpeaker Bio: \n\n\n\nJohan Grahn\, Head ETF Market Strategist\, Allianz Investment Management\, LLC \n\n\n\nBackgroundWith 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 ofbuffered ETFs. \n\n\n\nExperience \n\n\n\n\nGrahn currently focuses on strategic partnerships andgrowth objectives across distribution\, product\, branding\,and marketing for the ETF business.\n\n\n\nIn previous roles\, Grahn partnered with asset managersto develop cutting-edge\, volatility- managed and tacticalmulti-asset class portfolios\, growing them into a $35billion business. Grahn has also managed $60 billionof discretionary multi-asset fund-of-fund portfolios\,developed dynamic investment strategies\, and advisedon the oversight of $150 billion in sub-advised assets.\n\n\n\nGrahn has also built and overseen institutionalinvestment programs for endowments\, foundations\, andpension funds.\n\n\n\nGrahn is a frequent speaker in the media and at industryevents\, where he shares from his wide range of financialmarkets and portfolio management experience.\n\n\n\n\nEducation\, certifications\, and memberships \n\n\n\n\nMBA from Bryant University (Rhode Island)\n\n\n\nB.S. in international business from Johnson & WalesUniversity (Rhode Island)\n\n\n\nFINRA Series 7 securities registration\n\n\n\nVeteran member of the Swedish Navy’s Special Forces\n\n\n\nSwedish-American Chambers of Commerce USAboard member\n\n\n\nInvestment committee member at Tubman\, a nonprofitthat helps people in need to navigate trauma
URL:https://cfanorthcarolina.org/event/triad-market-corrections-endowments-and-retirees-how-buffered-etfs-are-transforming-asset-allocation/
LOCATION:Forsyth Country Club\, Winston Salem\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/01/Add-a-heading-85.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T120000
DTEND;TZID=America/New_York:20250212T131500
DTSTAMP:20260524T120035
CREATED:20250121T215240Z
LAST-MODIFIED:20250217T195006Z
UID:6759-1739361600-1739366100@cfanorthcarolina.org
SUMMARY:Triangle-Market Corrections\, Endowments\, and Retirees: How Buffered ETFs are Transforming Asset Allocation
DESCRIPTION: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. \n\n\n\nSpeaker Bio: \n\n\n\nJohan Grahn\, Head ETF Market Strategist\, Allianz Investment Management\, LLC \n\n\n\nBackgroundWith 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 ofbuffered ETFs. \n\n\n\nExperience \n\n\n\n\nGrahn currently focuses on strategic partnerships andgrowth objectives across distribution\, product\, branding\,and marketing for the ETF business.\n\n\n\nIn previous roles\, Grahn partnered with asset managersto develop cutting-edge\, volatility- managed and tacticalmulti-asset class portfolios\, growing them into a $35billion business. Grahn has also managed $60 billionof discretionary multi-asset fund-of-fund portfolios\,developed dynamic investment strategies\, and advisedon the oversight of $150 billion in sub-advised assets.\n\n\n\nGrahn has also built and overseen institutionalinvestment programs for endowments\, foundations\, andpension funds.\n\n\n\nGrahn is a frequent speaker in the media and at industryevents\, where he shares from his wide range of financialmarkets and portfolio management experience.\n\n\n\n\nEducation\, certifications\, and memberships \n\n\n\n\nMBA from Bryant University (Rhode Island)\n\n\n\nB.S. in international business from Johnson & WalesUniversity (Rhode Island)\n\n\n\nFINRA Series 7 securities registration\n\n\n\nVeteran member of the Swedish Navy’s Special Forces\n\n\n\nSwedish-American Chambers of Commerce USAboard member\n\n\n\nInvestment committee member at Tubman\, a nonprofitthat helps people in need to navigate trauma
URL:https://cfanorthcarolina.org/event/triangle-market-corrections-endowments-and-retirees-how-buffered-etfs-are-transforming-asset-allocation/
LOCATION:Flemings Steakhouse\, Crabtree Valley Mall\, Glenwood Ave #5004\, Raleigh\, NC\, United States
CATEGORIES:Monthly Meeting
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2025/01/Add-a-heading-85.png
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