Accepted for 1 CE Credit
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Now On Demand • Accepted for 1 CE Credit
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy 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.
With derivative income ETFs surpassing $115 billion in assets, Bram and Matt will explain why autocallables represent the “other half of the pie” that’s gaining traction in the benefit-rich ETF structure.
Matt will also highlight how the two-time, award winning Calamos Autocallable Income ETF (Ticker: CAIE) and Calamos Nasdaq Autocallable Income ETF (Ticker: CAIQ) are transforming this institutional-caliber strategy into a simple, tax-efficient solution suitable for a wide range of portfolios: www.calamos.com/autocall.
Key Takeaways:
- J.P. Morgan’s Outlook: Gain insight into why the global leader in structured products sees autocallables as ready for ETF adoption.
- Inside the $200B+ Derivatives Income Market: See how autocallables fit into this fast-growing space-and why they’re a key driver of institutional flows.
- The Calamos Autocallable Advantage: Explore how CAIE and CAIQ remove traditional barriers- no $250K minimums, no K-1s, no operational complexity.
- Real-World Portfolio Integration: Discover how advisors are using 14% to 18% yields with barriers to enhance income and manage risk.
- Tax Efficiency Unpacked: Learn how the autocallable ETF structure may deliver tax-smart income for high-net-worth clients.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Matt Kaufman serves as SVP, 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, 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.
Bram Kaplan
Head of Americas Equity Derivatives Strategy
J.P. Morgan
Bram Kaplan
Head of Americas Equity Derivatives Strategy
J.P. Morgan
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