Investment Innovation Series: Structuring Portfolios with Defined Volatility ETFs

This event is part of CFAW’s Investment Innovation Series which is designed to bring the latest information and newest innovations to DC’s investment management community. These events are sponsored by a host firm and free to anyone to attend. *By registering for this event, your name, title, firm, and email will be shared with the host firm. 

Investment Innovation Series
Structuring Portfolios with Defined Volatility ETFs

This webinar offers a deep dive into defined volatility strategies, which aim to manage downside risk while participating in market growth by targeting consistent volatility levels. Attendees will gain a better understanding of the tools and instruments used to define and manage volatility. This webinar will discuss how to align volatility strategies with your investment objectives.

Learning Objectives: 

• Introduce and define the concept of Defined Volatility as an investment strategy
• Break down how a defined volatility investment product works, including its key components such as options, underlying indices, and volatility control mechanisms
• Explore real-world applications and interpret performance in different market conditions

Who Should Attend:

Date: November 12, 2025

Time: 11:00 am – 12:00 pm
Location: Zoom (Link to be sent 24-48 Hours Before the Webinar)

Free to Register

REGISTER NOW!

Speakers: 

Patrick Rista
ETF Specialist, Westwood Holdings Group

Keith Cunningham
Head of Product, WEBs Investments

Ben Fulton
Founder & CEO, WEBs Investments

Sponsored by: