TRUESHARES

TRUESHARES

Unlocking Modern Outcomes with the Defined Outcome Revolution

Unlocking Modern Outcomes with the Defined Outcome Revolution

During a recent visit to New York City with Asset TV, Mike Loukas, Principal and CEO of TrueShares, sat down with two prominent industry voices for a timely and thought-provoking conversation. Joining him were Phon Vilayoune, Founder and CEO of Veta Investment Partners, and Mandy Xu, Head of Derivatives Market Intelligence at Cboe. The trio explored how investor priorities are evolving in response to ongoing market shifts, and how portfolio construction is being reimagined beyond the long-standing 60/40 model.

Against a backdrop of persistent inflation, rising interest rates, and heightened volatility, traditional portfolio strategies are facing increased scrutiny. Investors are seeking new tools and approaches to navigate uncertainty and maintain downside protection without sacrificing upside potential. One of the key topics that emerged in the conversation was the growing popularity of buffered ETFs: a class of structured products designed to offer equity market exposure while limiting losses within a defined range.

Phon Vilayoune brought a forward-looking perspective from the asset management side, emphasizing the importance of flexibility, risk management, and diversification in portfolio construction. Mandy Xu added depth with her expertise in derivatives markets, shedding light on how options and other tools can play a strategic role in today’s investment environment.

Together, the round-table discussion offered a thoughtful look into the future of portfolio design- one where the balance between risk and return is being reconsidered, and investors are seeking more dynamic, resilient strategies.

For more information and full disclosures, visit: https://www.true-shares.com/products

  1. Beyond 60/40: Using Options-Based Strategies in Portfolios – Mandy Xu

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