Company Overview - NEOS Investments is recognized as a leading firm in the covered call ETF asset management space, known for its active and innovative approach [1] - The firm has launched multiple covered call ETF vehicles in recent years, providing unique investment exposures [1] Key Personnel - Roberts Berzins has over ten years of experience in financial management, assisting top-tier corporations in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1] - His policy-level contributions include developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience from an internship at the Chicago Board of Trade [1] - He is actively engaged in thought-leadership initiatives to support the development of capital markets in the Baltic region [1]

Group 1 - There is a general shortage of income-producing assets that provide high yields, starting from 7% or 8%, which are considered sustainable for retirement income portfolios as cash flow enhancers and diversifiers [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been part of the policy-level work [2]