Mike Loukas, CEO of TrueMark Investments, hosted the ETF beat at Cboe for the day. He sat down with Phon Vilayoune, founder and CIO of Veta Investment Partners, one of the largest allocators of buffered ETFs in the U.S.
Mike and Phon discussed the ways in which Veta incorporates buffered ETFs into their models and how they apply to client expectations in portfolios. Phon answered key questions about buffered ETFs, such as why it’s important to address both ends of the volatility spectrum, what the best environments are for buffered ETFs, and who can use them.
There is no guarantee the funds will achieve their investment objectives. You may lose your entire investment, regardless of when you purchase shares, and even if you hold shares for an entire Outcome Period. The Fund may not be suitable for all investors. Full extent of Caps and Buffers only apply if held for stated Outcome Period and are not guaranteed. The Cap may increase or decrease and may vary significantly.
