Accepted for 1 CE Credit
Autocallable Income – Why Strong Investor Demand is Growing and What Advisors Need to Know
Wednesday, February 11, 2026 • 12:00 PM ET • Accepted for 1 CE Credit
Lessons/Sessions to be included:
• Autocallable Income – Why Strong Investor Demand is Growing and What Advisors Need to Know
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.
Autocallable 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.
Join us to learn why investor demand in this space is accelerating:
- Understand what drives strong investor demand in autocallable income strategies and why demand is rising in today’s yield constrained environment.
- Learn how autocallable structures work—including coupon mechanics, barrier protection, and typical call behavior—so you can better evaluate risk and return profiles.
- Explore how the ETF wrapper improves implementation by delivering diversification, liquidity, and tax and operational efficiency that were previously difficult with individual notes.
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.
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