Calamos Webcast Series
Access expert perspectives from Calamos Investments—bringing disciplined, risk-managed thinking and timely market insights to support smarter portfolio decisions.
August 10, 2026 • 1:00PM ET • 1 CE Credit
Beyond Bonds: Is Fixed Income Still Earning Its Place?
The traditional fixed income playbook is becoming obsolete. Disadvantaged tax treatment, a new inflation dynamic and unstable correlations are eroding the very benefits investors expect from bonds. The main levers for generating additional bond income, such as stepping further out on the yield curve and lowering credit quality, are not as attractive as they once were. That’s prompting a broader conversation about what belongs inside a fixed income allocation and whether alternative approaches can better meet the objectives bonds were originally designed to serve. Join us as our investment team discusses reaching beyond the traditional to help meet investment objectives.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Scott Becker, CFA
SVP, Head of Portfolio Specialists
Calamos Investments
As head of the investment team’s portfolio specialist group, Scott is responsible for communicating our investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, he provides our co-portfolio managers and co-chief investment officers with analysis of portfolio activity, positioning, and risk attribution. He contributes more than 30 years of industry experience. Prior to joining Calamos in 2003, Scott worked at Merrill Lynch Investment Managers (MLIM) as an equity portfolio strategist and was the senior strategist for MLIM’s U.S. value equity portfolios. Previously, he was a senior product manager and a financial analyst with Van Kampen Funds. He received a B.S. in Finance from the University of Illinois. In addition to being a CFA charterholder, he holds a Series 7 license.
Scott Becker, CFA
SVP, Head of Portfolio Specialists
Calamos Investments
As head of the investment team’s portfolio specialist group, Scott is responsible for communicating our investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, he provides our co-portfolio managers and co-chief investment officers with analysis of portfolio activity, positioning, and risk attribution. He contributes more than 30 years of industry experience. Prior to joining Calamos in 2003, Scott worked at Merrill Lynch Investment Managers (MLIM) as an equity portfolio strategist and was the senior strategist for MLIM’s U.S. value equity portfolios. Previously, he was a senior product manager and a financial analyst with Van Kampen Funds. He received a B.S. in Finance from the University of Illinois. In addition to being a CFA charterholder, he holds a Series 7 license.
Matt Kaufman serves as SVP, Global Head of ETFs at Calamos Investments, where he leads the firm’s ETF business.
Matt joined Calamos Investments in 2023 as an accomplished financial services executive with more than 20 years of experience serving the asset management and insurance industries across North America, Europe, and Asia. Matt has designed, led, and helped build hundreds of exchange-traded funds (ETFs), unit investment trusts (UITs), indexes, variable insurance trust funds, registered index-linked annuities, fixed annuities, and closed-end funds. He is also a sought-after source by leading financial publications and is a frequent speaker at industry conferences and events.
Prior to Calamos, Matt spent more than a decade at Milliman, Inc., where he served as President of the firm’s broker/dealer (Milliman Investment Management Services LLC) and as a principal of the firm’s $170b RIA (Milliman Financial Risk Management LLC). Matt also draws from his prior experience at PowerShares ETFs, where he helped the firm grow during the formative years of the ETF ecosystem.
Matt earned a B.A. in Public Administration and Economics from Cedarville University and maintains Certified ETF Advisor (CETF®) and Professional Certified Marketer® designations through The ETF Institute and American Marketing Association, respectively. He also holds FINRA Series 7, 63, and 24 and CFTC Series 3 licenses.
Matt Kaufman serves as SVP, Global Head of ETFs at Calamos Investments, where he leads the firm’s ETF business.
Matt joined Calamos Investments in 2023 as an accomplished financial services executive with more than 20 years of experience serving the asset management and insurance industries across North America, Europe, and Asia. Matt has designed, led, and helped build hundreds of exchange-traded funds (ETFs), unit investment trusts (UITs), indexes, variable insurance trust funds, registered index-linked annuities, fixed annuities, and closed-end funds. He is also a sought-after source by leading financial publications and is a frequent speaker at industry conferences and events.
Prior to Calamos, Matt spent more than a decade at Milliman, Inc., where he served as President of the firm’s broker/dealer (Milliman Investment Management Services LLC) and as a principal of the firm’s $170b RIA (Milliman Financial Risk Management LLC). Matt also draws from his prior experience at PowerShares ETFs, where he helped the firm grow during the formative years of the ETF ecosystem.
Matt earned a B.A. in Public Administration and Economics from Cedarville University and maintains Certified ETF Advisor (CETF®) and Professional Certified Marketer® designations through The ETF Institute and American Marketing Association, respectively. He also holds FINRA Series 7, 63, and 24 and CFTC Series 3 licenses.
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
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On Demand Webcasts
Expert-led, on-demand webcasts from Calamos Investments delivering market insights and risk-managed strategies for registered independent advisors.
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Autocallables have been one of the largest structured product categories in the world for two decades, and now one of the fastest growing corners of the ETF market – yet many advisors are still getting up to speed and have never had efficient access to them. This session lifts the hood on autocallables – demystifies how they work, why they’ve historically lived inside structured notes, why they might trump covered calls, and why putting them in the ETF wrapper is changing the game. Calamos autocallable income ETFs now offer 14%–18% annualized income by converting equity market risk into consistent monthly coupons, with full principal protection unless a barrier is breached at maturity: www.calamos.com/autocall.
The private equity landscape is changing quickly. While public markets are record highs, private equity can offer meaningful diversification and growth opportunities for long-term investors, but the approach needs to be right for today’s market. We will deep dive into areas like AI exposure, vintage considerations, middle/lower-middle market themes, secondaries approach, and other meaningful topics for success in PE.
In 2025, Calamos pioneered the introduction of autocallable income in an ETF — and now the firm is extending that innovation into the growth space. The Calamos Autocallable Growth ETF (CAGE) applies the mechanics of autocallable growth notes — including coupon memory and defined downside thresholds — within a diversified, laddered structure. Rather than emphasizing current income, CAGE is designed to pursue tax efficient, long term capital appreciation through the compounding of accrued coupons inside the fund.
In 2025, Calamos pioneered the introduction of autocallable income in an ETF — and now the firm is extending that innovation into the growth space. The Calamos Autocallable Growth ETF (CAGE) applies the mechanics of autocallable growth notes — including coupon memory and defined downside thresholds — within a diversified, laddered structure. Rather than emphasizing current income, CAGE is designed to pursue tax efficient, long term capital appreciation through the compounding of accrued coupons inside the fund.
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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.
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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.
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Research & Thought Leadership
Access perspectives on the markets, investment opportunities and how our capabilities can help investors achieve their objectives.
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Protected Bitcoin: Improving Portfolios Utilizing a Stable Risk Framework217 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.
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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.
