April 20, 2026 • 1:00PM ET • 1 CE Credit
A New Category of Growth Has Arrived: How CAGE Expands the Landscape for Long Term Investors
• 1 CE Credit
Lessons/Sessions to be included:
• A New Category of Growth Has Arrived: How CAGE Expands the Landscape for Long Term Investors
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.
This webcast will explore how CAGE works, the role autocallable growth strategies may play alongside traditional equity exposure, and the types of investors who may benefit from an approach that seeks to compound wealth over time at a potentially greater annualized rate than the S&P 500: 15.33%* annualized return of the underlying index over a twenty-year period.
Key CAGE characteristics:
- Underlying index exhibits superior long-term growth potential designed to seek compounding returns over full market cycles greater than the S&P 500: 15.33%* annualized return of the underlying index over a twenty-year period
- Tax efficient compounding, as coupons accrue and compound within the fund rather than being distributed.
- Laddered portfolio construction, consisting of approximately 52 five year autocallables with staggered maturities
- Defined downside thresholds, with 50% principal barriers on individual positions**
- Coupon memory feature, allowing missed coupons to accrue and be paid if markets recover
Join Matt Kaufman, SVP and Global Head of ETFs at Calamos, for a practical discussion on how CAGE is constructed, how it has historically behaved relative to broad equity markets, and how advisors might evaluate its role within client portfolios.
After this webcast, advisors will be able to:
- Describe how autocallable growth notes function, and why they may be the next-generation wealth building tool
- Understand the design of CAGE, and how the underlying index generated a 15.33%* annualized return over a twenty-year period
- Evaluate potential portfolio applications for CAGE and assess which client profiles and objectives may be most aligned with this approach
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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