Triathlon Partners

Structured Note Seminar: Protection • Participation • Income

Structured notes can do three things traditional stock/bond mixes struggle to do at the same time: reduce downside risk, participate meaningfully in rallies, and generate income on a defined schedule. In this six-part seminar, Ira Koyner (“The Original IRA”) walks through how notes are built, where they fit, and the trade-offs to understand—using simple diagrams and real examples. Watch the full seminar below or scroll down to watch individual episodes.

Structured Notes are not appropriate for all investors. The below is the dissemination of market information. Please contact Triathlon Partners for more information. Read the Disclosure at the bottom of the web page.

Watch Each Episode

Episode 1: Structured Note Basics

Plain-English intro to bank-issued structured notes: what they track, how payoffs are defined, and why issuer credit matters. We also spell out the objective: reduce drawdowns, enhance upside, and generate income with defined rules. Click the link below to learn more.

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Episode 2: Protection & Participation

We compare protection designs (PPN, buffer, barrier) and show how upside is engineered (caps, participation multipliers, absolute return, step-in). Visuals make it clear where each shines. Takeaways:

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Episode 3: Attractive Terms & Tradeoffs

Rates, dividends, and implied volatility fund protection, coupons, or participation. We cover distribution differences (RIA vs. broker), fees, liquidity, and key risks you must manage.

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Episode 4: Case Study: S&P 500 vs. S&P 500 Futures Excess Return (SPX vs. SPXFP)

We unpack the Futures Excess Return index (front-month E-mini futures), how rates minus dividends drive basis, and why notes tied to futures won’t include dividends—impacting long-run comparisons.

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Episdose 5: International Equities & Income Notes

A worst-of income note pairing EURO STOXX 50 (FEZ proxy) and MSCI EAFE (EFA): coupon/auto-call mechanics, 30% barrier logic, and context for international allocation (Vanguard suggests around 20%).

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Episode 6: Customized Notes & Portfolio Integration

How to integrate notes as fixed-income replacements or equity overlays, including examples (Japan sleeve with Nikkei/TOPIX; rainbow design across SPXFP/NDX/Russell; concentrated-stock hedging with give-and-sell/DAF pairing).

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