Opportunistic Trader ETF · CBOE:WZRD
Opportunistic Trader ETF — The Opportunistic Trader ETF — Investor Presentation (June 2025)
13 slides from Opportunistic Trader ETF's investor presentation, June 2025
Slide 1: The Opportunistic Trader ETF: Breaking Barriers
June 2025 THE OPPORTUNISTIC TRADER ETF BREAKING BARRIERS
Slide 2: Experienced & Sophisticated Team
Experienced & Opportunistic Trader ETF Highlights Sophisticated Team. • • Founded by Larry Benedict • • • • • COO is Thomas Maples • • •
Slide 3: Experienced & Sophisticated Team
LARRY BENEDICT CEO & CHIEF | INVESTMENT OFFICER • • • • • Experienced & • Sophisticated • Team. Thomas Maples COO, Head Trader, & DRM • • • • • •
Slide 4: Team Biographies (continued)
Mark De Angelis CCO • • • Team • Biographies. • • (continued) • Matthew Tuttle Advisor • • • • •
Slide 5: Investment Strategy Summary
Investment Strategy Summary. Strategy Highlights Summary Investment Focus • US Large Cap. Hedged Equity • Focus on S&P 500 on S&P 500 sectors index ETFs as well as the largest public companies. • Tactical exposure to other asset classes like commodities • Extensive use of options to manage risk and
Slide 6: What Makes WZRD Unique
What Makes WZRD Unique. EXTRAORDINARY PORTFOLIO MANAGER • • UNIQUE STRATEGY FOR THE ETF SPACE • • • COMPLIMENTS EXISTING PORTFOLIO • •
Slide 7: Risk Management Infrastructure
Risk Management Infrastructure. KEY ELEMENTS OF RISK MANAGEMENT • Qualitative & quantitative research prior to investment • Downside risk management via hedging. We will never sell naked puts or calls • Continuous monitoring of liquidity and derivative risk using the Confluence system • Scenario str
Slide 8: The Opportunistic Trader ETF Summary
The FUND NAME The Opportunistic Trader ETF Opportunistic ASSET CLASS US Large Cap. Hedged Equity Trader ETF TICKER & EXCHANGE Summary. WZRD – Chicago Board of Exchange INVESTMENT TEAM • Larry Benedict. CEO & CIO • Thomas Maples. COO & Head Trader • Mark De Angelis. CCO • Matthew Tuttle. Advisor (Whi
Slide 9: Main Service Providers
Main Servicer Providers. Advisor (White Label) Tuttle Capital Management Trust CommonWealth Fund Services Custodian Citibank Prime Broker StoneX Group Inc. Compliance Adviser Compliance Consulting Legal Crow & Cushing
Slide 10: Important Risk Information
Important Risk Information.
Slide 11: Important Risk Information (continued)
Important Risk Information. (continued)
Slide 12: Investment Considerations
Investment Considerations. An investor should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A prospectus which contains this and other information about the fund may be obtained by visiting www.opportunistictraderetf.com. The prospectus s
Slide 13: The Opportunistic Trader ETF: Breaking Barriers
June 2025 THE OPPORTUNISTIC TRADER ETF BREAKING BARRIERS
The Opportunistic Trader ETF — Investor Presentation (June 2025) on 6ix