Join iShares by BlackRock for a timely webinar series designed to help individual investors better understand ETFs in today's market environment. Across three sessions, we will share perspectives on the market outlook, strategies for navigating volatility with ETFs, and ways investors can evaluate ETFs based on common financial goals. The program will also highlight ETF applications for alternative cash solutions, income generation, global exposure, and long-term growth.
Navigating sustained market volatility can be a challenge for some investors. In this session, we will discuss some strategies that investors can implement to help mitigate the impact of volatility on their investments and discuss the types of ETFs that could be a viable option in a volatile market environment.
Choose the right ETF starts with understanding how different strategies can align with your financial goals. In this session, we will discus how investors can evaluate ETFs and explore the types of products that may help support a range of common investment objectives, including alternative cash solutions, consistent oncome, capturing returns on market trends, and maximizing long-term growth.
Investing involves risk, including risk of total loss.
The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The third-party contributors are not employed by Fidelity, and have not received compensation for their services.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility, as well as to the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value in the case of exchange-traded notes). The degree of liquidity can vary significantly from one ETP to another and losses may be magnified if no liquid market exists for the ETP's shares when attempting to sell them. Each ETP has a unique risk profile, detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.
BlackRock and iShares are registered trademarks of BlackRock, Inc., and its affiliates.
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The Chartered Financial Analyst (CFA®) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA is a trademark owned by the CFA Institute.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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As a Regional Brokerage Consultant, Don helps self-directed clients better understand investing strategies and how to leverage Fidelity's trading and research tools to make more informed decisions. Don meets with clients 1:1, as well as conducts local seminars and webinars on various investing topics. Client discussions may include stock selection, risk management, fundamental and technical analysis, options strategies, market mechanics, and trading platforms.
Don currently acts as a Vice President Regional Brokerage Consultant, serving 9 Fidelity branches in the Northeast. He’s been in at role since 2016. Before that, he’s held multiple roles at Fidelity including Active Trader Consultant, Trading Execution Specialist and a Financial Representative since 2004. He holds his Series 7, Series 63 and Series 4.
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Series exams are administered by the Financial Industry Regulatory Authority and state securities administrators. Individuals are required to pass certain examinations and/or meet other criteria in order to be eligible to partake in certain securities industry activities.
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Kristy Akullian is Head of iShares Investment Strategy for the Americas at BlackRock. Based in San Francisco, she leads a team focused on delivering actionable insights on macro trends and product solutions across asset classes.
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Since joining BlackRock in 2010, Kristy has held a range of roles spanning investment strategy and market structure. She previously worked on the iShares Capital Markets team, where she advised institutional clients on ETF liquidity, trading strategies, and comparisons to other delta-1 instruments.
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Kristy holds BA degrees in Economics and English from the University of Southern California and is a CFA Charterholder.
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In addition to her investment work, Kristy is active in firm leadership and philanthropy. She serves on the San Francisco Leadership Team and co-chairs Giving Days, BlackRock’s largest annual philanthropic initiative. She is also a frequent contributor to financial media, appearing regularly on TV, podcasts, and in print.
Matthew Sheets is a Senior Product Strategist on the iShares Product Team at BlackRock, based in New York. He works closely with institutional and wealth clients to deliver insights on ETF markets, portfolio construction, and product strategy across asset classes.
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At BlackRock, Matthew focuses on helping clients navigate evolving market environments, manage risk, and implement robust investment insights through ETFs. His work as a subject matter expert supports a broad range of client engagements, including portfolio design discussions and product education initiatives.
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He graduated cum laude and Phi Beta Kappa from Rice University with a B.A. in Environmental Science and Social Policy Analysis.
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Session Description:Â Navigating sustained market volatility can be a challenge for some investors. In this session, we will discuss some strategies that investors can implement to help mitigate the impact of volatility on their investments and discuss the types of ETFs that could be a viable option in a volatile market environment.
Brad Zucker, CFA, CAIA, FRM, Director, is the U.S. Head of iShares Product Consulting. Brad leads a team of ETF strategists that deliver product insights and investment solutions for U.S. institutions, financial advisors, and direct investing platforms.Â
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A recognized ETF subject matter expert, Brad helps translate the breadth of the iShares platform into clear, actionable insights for clients across channels. He is responsible for aligning ETF strategies with client needs and market trends, while helping unlock new growth opportunities across iShares.Â
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Brad’s service with the firm dates back to 2016. Prior to joining BlackRock, Brad was a Senior Product Manager at FTSE Russell, where he led ETF product strategy and drove factor investing thought leadership.Â
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Brad earned an MBA from Columbia Business School and an MS in Applied Analytics from Columbia University. He guest lectures at Columbia University on topics ranging from asset management to statistics. Brad is a CFA Charterholder, a CAIA Charterholder, and a Certified FRM.
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