Alternatives Symposium

July 31, 202511am ET / 8am PT

Overview

Join us for the Alternatives symposium as we explore non-traditional approaches, investment strategies, and innovative financial models that provide alternatives to conventional financial systems and investment practices. Join us as we dive into the evolving landscape of alternative finance, providing a platform for industry experts, investors, and thought leaders to discuss new opportunities, risks, and emerging trends.

Topics covered will include:

Options Based Strategies

Cryptocurrency strategies

The Inner Workings of Dual Directional Buffer ETFs

Beyond Traditional Assets: Crypto, Commodities & More

Seeking Tax Efficient Monthly Income

Mastering MLPs

VettaFi Wrap-Up

Agenda

11:05 AM ET

Options-Based Strategies

The world of options-based ETFs is a diverse and fast-growing category of funds in the market. Our panel of experts will dive into their most popular use cases and break down how they’re delivering value to investors this year – everything from hedged equity strategies to dynamic buffered ETFs.
11:25 AM ET

Cryptocurrency strategies

Digital assets are an interesting category for investors looking for diversification. We dive into the outlook for crypto and explore the driving dynamics behind digital assets and their contribution to a portfolio.
11:40 AM ET

The Inner Workings of Dual Directional Buffer ETFs

Buffer ETFs continue to grow in both number and in assets. Just as noteworthy is the ongoing innovation in the category. We dive into one of the latest first-of-their-kind approaches that redefine upside and downside capture in various market environments.
12:00 PM ET

Beyond Traditional Assets: Crypto, Commodities & More

Given the topsy-turvy market this year, more advisors are thinking beyond the traditional and looking to navigate risks with alternative assets. Our panel of experts will sit down to dive into gold’s record run and unearth how commodities and crypto, in particular, are reshaping portfolios in 2025.
12:20 PM ET

Seeking Tax-Efficient Monthly Income

Options-based strategies can offer higher income, lower correlations and better tax treatment relative to some other approaches. We dive into this opportunity set and explore the characteristics and application of these types of ETFs.
12:35 PM ET

Mastering MLPs

Solid performance in recent years and attractive yields have drawn many investors to Master Limited Partnerships (MLPs). Learn more about MLPs, their potential portfolio benefits, and how investors can gain exposure to MLPs without the hassle of a Schedule K-1.
12:45 PM ET

VettaFi Wrap-Up

VettaFi Voices will recap key takeaways and how advisors are using alternatives in client portfolios. We will also talk about how MLPs can be part of the mix.