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ACE Academy 2023

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Understanding Structured Product's Impact on Investment Risk Statistics

Schyler Adams

Presented by
Schyler Adams

Director, Advanced Strategies & Planning Platforms, Allianz Life Insurance Company of North America


Session date and time 
May 2, 2023
1:45 - 2:45 p.m.     

This session will look at how structured products, such as registered index-linked annuities and exchange-traded funds, with unique upside capture and downside protection features affect risk statistics when calculated within a multi-asset diversified investment portfolio and how to analyze the outcomes.


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ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Schyler Adams
Director, Advanced Strategies & Planning Platforms, Allianz Life Insurance Company of North America


Schyler Adams has nearly a decade of industry experience, focusing on financial technology and financial planning concepts to show quantitatively how adjusting inputs within different software programs can lead to better results for the end client. He helped launch financial technology at Allianz Life by beta testing eMoney and MoneyGuidePro®, presenting to wholesalers and advisors and modeling products in software in addition to conducting hundreds of financial technology presentations and trainings. Adams previously served as the director of sales of Questar Capital & Asset Management, helping advisors understand the options for creating an efficient investment portfolio or financial plan for clients.

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