DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERTS LIVE FROM YOUR OWN DESK
Presented by
Tuesday, July 31, 2018, 11:00 AM ET
DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK
This webinar has been approved for 1.00 CFP/CPWA/CIMA CE Credit.
Overview
Introducing the Amplify EASI Tactical Growth ETF (NYSE: EASI), an ETF that seeks to track the EASI Tactical Growth Index. The index is a rules-based strategy comprised of high quality growth stocks in times of upward momentum, with a tactical trigger that rotates to short-term fixed income in times of reduced momentum. This rules-based approach allows investors to participate in the potential returns of quality stocks while seeking lower volatility during market downturns. Join us as we discuss:
- Implementing a tactical approach in your portfolio
- The index methodology for identifying high quality growth stocks
- EASI ETF overview
- How EASI could fit in your portfolio
Event Speakers
David Ryan
Co-Founder, EASI Investments, LLC. (Index Provider)
An ETF veteran, Christian has launched over 60 ETFs in the United States to date. He has helped drive the adoption of ETFs by U.S. investors through numerous educational efforts highlighting the efficiency, transparency and flexibility of the ETF vehicle. Christian has been behind many first-to-market ETFs including the first cybersecurity, online retail, frontier market, spinoff, solar energy, multi-asset income and blockchain-focused ETFs. Prior to founding Amplify, Christian served as President of US-based asset manager Claymore Securities.
Amplify ETFs, sponsored by Amplify Investments, has over $840 million in assets across seven ETFs for which it is Adviser or Sub-Adviser (as of 6/30/2018). The launch of EASI is consistent with Amplify’s value proposition to bring first-to-market products across growth and income segments.
Important Disclosures
For Registered Investment Professionals Only. Not for Public Distribution
For the Amplify EASI Tactical Growth ETF prospectus click here
Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. The Fund is passively managed, and invests in the securities included in the Index regardless of their investment merit. The Fund may face more risks than if it were diversified broadly over numerous industries or sectors. The Fund invests in equity securities. The value of the Shares will fluctuate with changes in the value of these equity securities. The Fund invests in ETFs. The risks of owning an ETF, including lack of liquidity, could result in it being more volatile, and ETFs have management fees that increase their costs. High portfolio turnover (higher than 100%) may cause the Fund to incur additional transaction costs which may affect the Fund's performance. Holders of fixed-income securities will be affected by changes in interest rates, the creditworthiness of the issuer and other factors. An increase in prevailing interest rates typically causes the value of existing debt securities to fall and often has a greater impact on longer-duration debt securities and higher quality debt securities.
The EASI Growth Index is a rules-based index that was created and is maintained by EASI Investments, LLC ("EASI Investments" or the "Index Provider"). The Index uses a methodology designed to optimize risk-adjusted returns by tactically rotating between exposure to growth stocks and fixed-income securities so as to take advantage of the investment returns provided during periods of upward momentum, while seeking lower volatility during periods of momentum loss. EASI Investments is not affiliated with the Fund, Adviser, Sub-Adviser or the Distributor. The Fund is entitled to use the Index pursuant to a sublicensing arrangement with the Adviser, which in turn has a licensing agreement with the Index Provider. It is not possible to directly invest in an index.
Amplify Investments LLC is the Investment Adviser to the Fund, and Penserra Capital Management, LLC serves as the Investment SubAdviser.
Amplify ETFs are distributed by Quasar Distributors LLC.
Mr. Ryan founded Ryan Capital Management in 1998 after working at William O’Neil and Company for 16 years. From 1982 to 1998, David Ryan worked closely with William O'Neil, founder of Investor's Business Daily. His key responsibility at William O'Neil & Company was advising the firm's institutional clients on individual stock selection. Mr. Ryan received national attention when he won the U.S. Investing Championship three times between 1985 and 1990. Each year approximately 300 contestants, including portfolio managers, market letter writers and individual investors competed to see who could achieve the best returns.
Mr. Ryan has been quoted and featured in numerous books, magazines, newspapers and television programs including: Market Wizards, by Jack Schwager, Momentum Masters, by Mark Minervini, Forbes, Barron's, Investor's Business Weekly, The Wall Street Journal, Los Angeles Times, CNN, CBS, NBC and CNBC.
Important Disclosures
For Registered Investment Professionals Only. Not for Public Distribution
For the Amplify EASI Tactical Growth ETF prospectus click here
Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. The Fund is passively managed, and invests in the securities included in the Index regardless of their investment merit. The Fund may face more risks than if it were diversified broadly over numerous industries or sectors. The Fund invests in equity securities. The value of the Shares will fluctuate with changes in the value of these equity securities. The Fund invests in ETFs. The risks of owning an ETF, including lack of liquidity, could result in it being more volatile, and ETFs have management fees that increase their costs. High portfolio turnover (higher than 100%) may cause the Fund to incur additional transaction costs which may affect the Fund's performance. Holders of fixed-income securities will be affected by changes in interest rates, the creditworthiness of the issuer and other factors. An increase in prevailing interest rates typically causes the value of existing debt securities to fall and often has a greater impact on longer-duration debt securities and higher quality debt securities.
The EASI Growth Index is a rules-based index that was created and is maintained by EASI Investments, LLC ("EASI Investments" or the "Index Provider"). The Index uses a methodology designed to optimize risk-adjusted returns by tactically rotating between exposure to growth stocks and fixed-income securities so as to take advantage of the investment returns provided during periods of upward momentum, while seeking lower volatility during periods of momentum loss. EASI Investments is not affiliated with the Fund, Adviser, Sub-Adviser or the Distributor. The Fund is entitled to use the Index pursuant to a sublicensing arrangement with the Adviser, which in turn has a licensing agreement with the Index Provider. It is not possible to directly invest in an index.
Amplify Investments LLC is the Investment Adviser to the Fund, and Penserra Capital Management, LLC serves as the Investment SubAdviser.
Amplify ETFs are distributed by Quasar Distributors LLC.
WEBINAR STRUCTURE
The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.
Q&A SESSION - Submitting Questions
Participants can submit questions to the panelists prior to or during the event through the special feature on the event page, or they can email them to us at questions@capitallink.com.
Important Disclosures
For Registered Investment Professionals Only. Not for Public Distribution
For the Amplify EASI Tactical Growth ETF prospectus click here
Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. The Fund is passively managed, and invests in the securities included in the Index regardless of their investment merit. The Fund may face more risks than if it were diversified broadly over numerous industries or sectors. The Fund invests in equity securities. The value of the Shares will fluctuate with changes in the value of these equity securities. The Fund invests in ETFs. The risks of owning an ETF, including lack of liquidity, could result in it being more volatile, and ETFs have management fees that increase their costs. High portfolio turnover (higher than 100%) may cause the Fund to incur additional transaction costs which may affect the Fund's performance. Holders of fixed-income securities will be affected by changes in interest rates, the creditworthiness of the issuer and other factors. An increase in prevailing interest rates typically causes the value of existing debt securities to fall and often has a greater impact on longer-duration debt securities and higher quality debt securities.
The EASI Growth Index is a rules-based index that was created and is maintained by EASI Investments, LLC ("EASI Investments" or the "Index Provider"). The Index uses a methodology designed to optimize risk-adjusted returns by tactically rotating between exposure to growth stocks and fixed-income securities so as to take advantage of the investment returns provided during periods of upward momentum, while seeking lower volatility during periods of momentum loss. EASI Investments is not affiliated with the Fund, Adviser, Sub-Adviser or the Distributor. The Fund is entitled to use the Index pursuant to a sublicensing arrangement with the Adviser, which in turn has a licensing agreement with the Index Provider. It is not possible to directly invest in an index.
Amplify Investments LLC is the Investment Adviser to the Fund, and Penserra Capital Management, LLC serves as the Investment SubAdviser.
Amplify ETFs are distributed by Quasar Distributors LLC.
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