Defined Outcome Products: Rationale, Implementation, and Risk

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The session focuses on Defined Outcome Products. The speakers will describe how and why Defined Outcome Products have experienced such a significant growth in interest since their launch. Specifically, the sessions will focus on the role of Defined Outcome Products in portfolios and how market parameters affect the economics of a Defined Outcome Products.

MerQube will showcase how to use its API to create option-based strategies and calculate option.

Presented by:

Sponsored by

Approved for 1 hour CE:
CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP®. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Julien Chuard
Senior Vice President
MerQube

Julien is a Senior Vice President at MerQube as Head of Products. MerQube aims to disrupt the indexing space by applying the unique expertise of the founding team in building large-scale and highly available systems, and in creating, operating, and commercializing indices.

Prior to MerQube, Julien was Head of Institutional QIS Structuring at J.P. Morgan in New York, focusing on quantitative strategies in the volatility, asset allocation and linear space. For the past 10 years, Julien worked with all types of clients in the Americas to bring new ideas to market.

Prior to moving to New York, Julien worked across Structuring and Trading roles in Asia for J.P. Morgan and Societe Generale. Julien holds a master’s degree in Financial Mathematics from ESSEC Business School and a Bachelor of Science in Economics from Audencia Business School.

Wes Mathews
Director of Portfolio Solutions
Milliman Financial Risk Management

Wes is a Principal and Director of Portfolio Solutions within Milliman FRM. This group works with other firms to provide risk management products and solutions. 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.

Prior to joining Milliman, Wes worked in fixed income portfolio management and institutional bond sales for financial institutions, primarily focusing on banks and credit unions. Before that, he was a US Treasuries and Eurodollar futures trader for a proprietary trading group.

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.