August 18, 2026 • 1:00PM ET • 1 CE Credit
Beyond the Coupon: How to Evaluate a Rapidly Growing Autocallable ETF Category
• 1 CE Credit
Lessons/Sessions to be included:
• Beyond the Coupon: How to Evaluate a Rapidly Growing Autocallable ETF Category
Autocallable ETFs are one of the fastest-growing segments within the derivative-income landscape, bringing an institutional strategy into a liquid ETF wrapper. But evaluating these strategies requires more than comparing coupon rates.
Join us for an in-depth discussion on the key structural factors that drive outcomes, risk, income consistency, and after-tax results. Learn the framework experienced advisors can use to assess autocallable ETFs and determine their role in client portfolios: www.calamos.com/autocall.
Key Learning Objectives:
- Look Beyond the Coupon Understand the seven critical questions advisors should ask when evaluating autocallable ETFs, including reference assets, barrier levels, tenor, diversification, valuation methodology, and taxation.
- Evaluate Risk Through Structure Explore how volatility-targeted indexes, laddered exposure, barrier design, and note tenor can influence income consistency and downside outcomes across varying market environments.
- Focus on After-Tax Outcomes Learn why after-tax income may be just as important as stated yield and how return-of-capital distributions may affect investor tax treatment and portfolio efficiency.
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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