Recession Proof Your Portfolio and Capitalize on Opportunities

Tuesday, August 16, 2022

1:30 PM EDT | 10:30 AM PDT

60 minutes

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Speakers

Joe Becker, FRM Headshot

Joe Becker, FRM
Head of Product Marketing
Innovator ETFs

Joe is Head of Product Marketing at Innovator ETF. Prior to Innovator ETF, he worked at Milliman Financial Risk Management and oversaw investment product strategy and marketing. Joe also worked at Invesco, first as director of educational marketing and then as a fixed-income ETF strategist. He has been a regular speaker at industry conferences and has been quoted in leading financial publications including The Wall Street Journal, Barron’s, Financial Times and Bond Buyer. Joe holds a bachelor’s degree in international studies from Trinity Western University and a master’s degree in economics from the University of Illinois at Chicago.

Suzanne Siracuse Headshot

Suzanne Siracuse
Founder & CEO
Suzanne Siracuse Consulting

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.

Ms. Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.

Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.

An industry thought leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech.

Ms. Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies.In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry. Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.

Tim Urbanowicz, CFA Headshot

Tim Urbanowicz, CFA
Head of Research and Investment Strategy
Innovator ETFs

In his role, Tim is responsible for institutional research, investment strategy, and portfolio solutions. Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.