Calamos Webcast Series
Access expert perspectives from Calamos Investments—bringing disciplined, risk-managed thinking and timely market insights to support smarter portfolio decisions.
Accepted for 1 CE Credit
Private Credit Market Update: Demystifying the Headlines
The private credit landscape has never been more dynamic—or more discussed. With headlines ranging from record fundraising to concerns about credit quality and market saturation, financial advisors are increasingly being asked to separate fact from fiction when it comes to this rapidly evolving asset class. This webcast will cut through the noise, and will offer an analysis of the current state of private credit and what it means for your clients’ portfolios.
Join us as experts provide a market update, addressing the most pressing questions surrounding private credit today.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Phil Bauer, CFA, CAIA
SVP, Portfolio Specialist
Calamos Investments
As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
Phil Bauer, CFA, CAIA
SVP, Portfolio Specialist
Calamos Investments
As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
Tom Leahy, CFA
Director of RIA Sales
Calamos Investments
Tom Leahy, CFA
Director of RIA Sales
Calamos Investments
Register Now!
Already have an account? Sign in
*Required Fields
On Demand Webcasts
Expert-led, on-demand webcasts from Calamos Investments delivering market insights and risk-managed strategies for registered independent advisors.
Advisors increasingly seek multi purpose ETF solutions that offer meaningful upside, consistent income, and stronger risk control—especially when benchmark volatility is elevated. This session explores a spectrum of Nasdaq 100–powered ETF strategies engineered to help advisors strengthen portfolio durability without abandoning innovation driven equity exposure: www.calamos.com/ETFS.
Traditional bonds are yielding 4–5%, while many high net worth clients need closer to 10% to meet their income goals. That gap has driven a surge in demand—and strong conviction—in autocallable income strategies.
Join Bram Kaplan from J.P. Morgan and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
As Bitcoin volatility moderates and institutional adoption accelerates, advisors face a critical question-not whether to allocate to Bitcoin, but where to pull from in client portfolios.
Private markets have long been the domain of institutional investors, but today’s evolving landscape is creating new opportunities for a broader range of investors to access these potentially return-enhancing asset classes.
Discover why Calamos is redefining income generation for today’s advisors and their clients. In this session, Matt Kaufman, Global Head of ETFs at Calamos Investments will introduce Autocallable Income ETFs.
Research & Thought Leadership
Access perspectives on the markets, investment opportunities and how our capabilities can help investors achieve their objectives.
-
Private Markets at Your Fingertips193 DownloadsAksia Calamos Private Markets (“AC Private Markets”) brings institutional alternatives capabilities to investors via investor-friendly, easy to access evergreen funds.
Leveraging Aksia’s $370+ Bln institutional alternatives platform and Calamos’ $18+ Bln liquid alternatives platform, AC Private Markets brings together considerable resources to help investors access the private market spectrum.
-
Protected Bitcoin: Improving Portfolios Utilizing a Stable Risk Framework73 DownloadsAs Bitcoin has matured into a $2.1 trillion asset and emerging global store of value, institutional investors face a key challenge: gaining exposure while managing its elevated volatility. Conventional portfolio sizing approaches are fundamentally limited, typically suggesting a modest allocation (1-2%) to avoid material increases in overall portfolio risk.
-
A New Era of Derivative Income – Autocallable ETFs93 DownloadsA Revolutionary Income Solution. Calamos Autocallable ETFs seek high, stable, tax-efficient income. Learn more about CAIE (Calamos Autocallable Income ETF) & CAIQ (Calamos Nasdaq® Autocallable Income ETF).
CAIE Continues Its Award-Winning Streak
CAIE has done it again, earning its third major industry honor with the latest recognition: “Fund Innovation of the Year” at the Mutual Fund & ETF Awards 2026 from With Intelligence.
This new achievement follows CAIE’s two prior prestigious wins, reinforcing its position as the first ETF, first non-bank, first asset manager, and first ETF issuer to secure this rare triple distinction.
