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
Leveraging Nasdaq Volatility and the Power of Autocallables for High, Stable, Tax-Efficient Income Potential
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.
You’ll learn:
- How to capture uncapped or enhanced Nasdaq 100 upside while reducing volatility drag.
- Ways to use income generating strategies like autocallable ETFs to support retirees, HNW clients, and income sensitive segments.
- How combining growth, income, and stability factors can lead to more resilient long-term allocations.
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.
Pranay Dureja works as a Senior Strategist in Nasdaq Index Insights, where he leads applied research, positioning, and implementation strategies for derivatives and QIS index products, primarily serving Investment Banks, Insurance Carriers, and Asset Managers. Additionally, he contributes to shaping messaging for the Nasdaq-100 across all product channels.
Prior to joining Nasdaq, Pranay was a part of Bank of America, creating and distributing Structured Notes and OTC Derivatives across the Americas for high-net-worth client segments. There, he helped grow the product suite, create a custom products distribution channel, and bring the product ecosystem into the cloud as part of a multi-year business transformation. Having once been a customer of index products, he now looks to take a customer-centric approach towards the adoption of Nasdaq Global Indexes.
Pranay graduated with a Bachelor of Science in Finance and minor in Mathematics from Rutgers University, and holds Series 7, 66, and 79 licenses. He is passionate about creating innovative use cases in the defined outcome product space and currently resides in New York City.
Pranay Dureja works as a Senior Strategist in Nasdaq Index Insights, where he leads applied research, positioning, and implementation strategies for derivatives and QIS index products, primarily serving Investment Banks, Insurance Carriers, and Asset Managers. Additionally, he contributes to shaping messaging for the Nasdaq-100 across all product channels.
Prior to joining Nasdaq, Pranay was a part of Bank of America, creating and distributing Structured Notes and OTC Derivatives across the Americas for high-net-worth client segments. There, he helped grow the product suite, create a custom products distribution channel, and bring the product ecosystem into the cloud as part of a multi-year business transformation. Having once been a customer of index products, he now looks to take a customer-centric approach towards the adoption of Nasdaq Global Indexes.
Pranay graduated with a Bachelor of Science in Finance and minor in Mathematics from Rutgers University, and holds Series 7, 66, and 79 licenses. He is passionate about creating innovative use cases in the defined outcome product space and currently resides in New York City.
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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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