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Brad Zucker, CFA

Director, iShares Product Consulting, BlackRock


Brad Zucker, CFA, CAIA, Director, is a Product Consultant for BlackRock's U.S. Wealth Advisory (USWA) ETF & Index Investments business. He is responsible for researching, analyzing and evaluating a broad range of investment solutions for partners and intermediary clients. Mr. Zucker provides subject matter expertise on the full range of iShares ETFs.

Mr. Zucker joined BlackRock in 2016. Previously, he was a Senior Product Manager at FTSE Russell, where he led Smart Beta thought leadership and product strategy.

Mr. Zucker earned his MBA from Columbia Business School, where he graduated with Dean's honors, and is currently enrolled in Columbia University's MS in Applied Analytics program. He has guest lectured at Columbia University on topics ranging from Asset Management to Statistics. Mr. Zucker is a CFA Charterholder and a CAIA Charterholder.
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Daniel Prince, CFA

Director, Head of iShares Product Consulting, BlackRock


Daniel Prince, CFA, Director, is Head of iShares Product Consulting for BlackRock's U.S. Wealth Advisory iShares business. In this role, he delivers research, insights and ETF analyses to investors. Mr. Prince's service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Prince was a Senior Strategist for the US iShares Sales Strategy team. Prior to joining BGI, Mr. Prince was a Senior Analyst at Wilshire Associates.

Mr. Prince holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. He earned a BS degree in Business Administration from the Haas School of Business at UC Berkeley.
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Kristy Akullian

Director, iShares Investment Strategy


Kristy Akullian, CFA, Director, is a senior member of the iShares Investment Strategy team. By meshing market signals with ETF solutions, the team seeks to deliver actionable insights on macro trends, investor positioning, and efficient execution. In this capacity she heads up institutional content and co-chairs the iShares Institutional Content Governance Board, creating and advising on content around novel ETF use cases and general education. Kristy is based in San Francisco and works with both institutional and USWA sales to deliver iShares content directly to clients.

Previously, Kristy was a member of the iShares Markets Coverage (formerly Capital Markets) team offering institutional clients insights into ETF structure, liquidity and trading strategies. There she led client engagement of ETF comparisons to other delta-1 instruments, and produced delta-1 focused research and market commentary.

Prior to joining iShares, Kristy worked in the BlackRock Valuations Team researching hard to price securities and defending fair value decisions to the BlackRock Pricing Committee, as well as auditors and regulatory authorities. Kristy's service with the firm dates back to 2010, before which she worked in trading operations at Fisher Investments.

Kristy earned BA degrees in Economics and English from the University of Southern California. She is also a CFA Charterholder.
Investing involves risk. There is always the potential of losing money when you invest in securities.

Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options (PDF)" before considering any option transaction. You may also call the Investment Center at 877.653.4732 for a copy. A separate client agreement is needed. Multi-leg option orders are charged one base commission per order, plus a per-contract charge.

The maximum loss, gain and breakeven of any options strategy only remains as defined so long as the strategy contains all original positions. Trading, rolling, assignment, or exercise of any portion of the strategy will result in a new maximum loss, gain and breakeven calculation, which will be materially different from the calculation when the strategy remains intact with all of the contemplated legs or positions. This is applicable to all options strategies inclusive of long options, short options and spreads. To learn more about Merrill's uncovered option handling practices, view Naked Option Stress Analysis (NOSA) (PDF).

Early assignment risk is always present for option writers (specific to American-style options only). Early assignment risk may be amplified in the event a call writer is short an option during the period the underlying security has an ex-dividend date. This is referred to as dividend risk.

Long options are exercised and short options are assigned. Note that American-style options can be assigned/exercised at any time through the day of expiration without prior notice. Options can be assigned/exercised after market close on expiration day. View specific Merrill Option Exercise & Assignment Practices (PDF).

Supporting documentation for any claims, comparison, recommendations, statistics, or other technical data, will be supplied upon request.
Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available. Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us.

Brad Zucker, Daniel Prince, and Kristy Akullian are employed by BlackRock. BlackRock and Merrill are not legally affiliated and are independent entities.

Certain information ©2024 BlackRock, Inc. and its affiliates. All rights reserved.

Some of the material is provided by a third party that is not affiliated with Merrill or any of its affiliates and is for information and educational purposes only. The opinions and views expressed are those of the speaker, and do not necessarily reflect the opinions and views of Merrill or any of its affiliates. The third parties involved are not employed by Merrill but receive compensation from Merrill for their services. All opinions are subject to change due to market conditions and fluctuations.
This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any recommendation in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek professional advice. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that the forecasts will come to pass. The information presented on this webcast is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. Past performance is no guarantee of future results.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Supporting documentation for any claims, comparisons, recommendations, statistics or other technical data will be furnished on request.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
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