Institutions are increasingly using derivative-based ETFs and FLEX Options as complementary tools to achieve precise risk-return outcomes. This panel will explore how products such as buffer and target outcome ETFs, hedged equity structures, and single-name/high-payout ETFs are reshaping institutional allocation models — and how FLEX Options provide the customization needed to support these strategies.

Moderator: Sara Levin, Managing Director, ETF and Derivative Trading, WallachBeth Capital

Panelists:

  • Sean Truett, Senior Vice President of Strategy & Business Development, Box Options Market LLC
  • Geoff Gaiss, Vice President Global Derivatives, TRAFiX
    Burke Ashenden, Head of Capital Markets & Institutional Strategy, Innovator
  • James Maund, Head of Capital Markets, Krane Shares

This panel is proudly sponsored by BofA Securities.