Join host Shana Orczyk Sissel, Founder & CEO of Banríon Capital Management, as she sits down with Erik Ogard, Founder of BufferLabs, for a deep dive into Buffer ETFs — what they are, how they work, and when they can make sense in a portfolio. Erik breaks down the options mechanics behind these products, explains the risks and opportunities, and shares how active management and better analytics can improve outcomes for advisors and investors.

Key takeaways:

• Buffer ETFs offer defined downside protection and capped upside but are more complex than marketing suggests. Know the mechanics before you invest.
• These products are built from options strategies (put spreads, call options); understanding the Greeks (Delta, Theta, Gamma) is critical to managing behavior over time.
• Performance can deviate before expiration; active monitoring and dynamic management can improve results versus static laddered approaches.
• Advisors must educate clients transparently about trade-offs and set realistic expectations to avoid misunderstood risk exposures.

Listen now to learn how BufferLabs approaches engineering and managing Buffer ETFs, and why complexity demands expertise.

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Connect with us!

• Erik Ogard on LinkedIn
• BufferLabs
• BufferLABS US Equity Dynamic Buffer ETF (BFLB)
• Shana Orczyk Sissel on LinkedIn
• Shana Orczyk Sissel on X
• Shana’s Website
• Banríon Capital Management