July 21, 2026 • 12:00PM ET • 1 CE Credit
Autocallable ETFs Explained: How They Work – and Why They Finally Fit in an ETF
• 1 CE Credit
Lessons/Sessions to be included:
• Autocallable ETFs Explained: How They Work – and Why They Finally Fit in an ETF
Autocallables are one of the world’s largest categories of derivative income — and now one of the fastest-growing segments of the ETF market. Yet many advisors are still coming up to speed, largely because efficient access hasn’t really existed until now.
This session unwraps autocallables: how they work, why they historically lived inside structured notes, when they may outperform covered calls, and how the ETF wrapper changes the equation.
Learn more: www.calamos.com/autocall.
What You’ll Take Away:
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- Autocallables, explained simply — The mechanics in plain English: reference index, observation dates, autocall triggers, coupons, memory features, and downside barriers.
- Understanding the tradeoffs — What are the risks? When do autocallables work well-and when don’t they? When is principal actually at risk?
- Why autocallables historically lived in the structured notes — And the friction that came with them: issuer credit risk, illiquidity, high minimums, limited transparency, and tax complexity.
- Single-stock, worst-of, or volatility controlled? — The key differences and tradeoffs.
- The rise of structured ETFs — How the ETF wrapper changes the investor experience through intraday liquidity, transparency, low minimums, operational simplicity, and the removal of single-issuer credit risk.
- The Calamos suite: CAIE, CAIQ, and CAGE – A closer look at how they’re built, their distinct objectives (income vs. growth), and how an index-based, ETF-native approach differs from traditional structured notes.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
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.
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