Erik Ogard, CFA - Blue Vault

April 14, 2025

Erik Ogard is a seasoned investment expert with over 30 years of experience in wealth management, portfolio strategy, and capital markets innovation. As Co-Founder of BufferLABS, Erik leads the development of the proprietary ADOPT model (Applied Dynamic Options Pricing Theory), a sophisticated tool for scoring and ranking Buffered ETFs to empower investors with precision insights. In addition to running BufferLABS, Erik is the founder of Ogard Capital Market Research, where he provides cutting-edge market analysis, and serves as a consultant to Registered Investment Advisor (RIA) firms, helping them optimize client outcomes in complex investment landscapes. With two decades at Russell Investments, Erik held key roles in portfolio management and multi-strategy solutions, sharpening his expertise in delivering actionable investment strategies. A CFA charterholder with an MBA from Willamette University, Erik is a frequent speaker on economic trends and financial innovation, channeling his deep experience into advancing BufferLABS’ mission.

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Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.