Accepted for 1 CE Credit
The Bitcoin Allocation Questions: How Much, Where From, and Why Risk-Managed ETFs Change the Answer
Now On Demand • Accepted for 1 CE Credit
As Bitcoin volatility moderates and institutional adoption accelerates, advisors face a critical question-not whether to allocate to Bitcoin, but where to pull from in client portfolios.
Join Matt Kaufman, Global Head of ETFs at Calamos Investments, to explore how Risk-Managed Bitcoin strategies can serve as the bridge to Bitcoin ownership by addressing key portfolio construction challenges: www.calamos.com/bitcoin.
You’ll learn how Protected Bitcoin strategies can:
- Solve the “where to pull from” dilemma
- Unlike traditional Bitcoin exposure that forces difficult trade-offs, Protected Bitcoin strategies can replace equities (80% protected), gold/alternatives (90% protected), or even fixed income (100% protected) while maintaining comparable risk profiles.
- Enhance risk-adjusted returns across the portfolio
- See real-world examples of how reallocating just 5% of traditional assets led to higher returns with lower volatility – achieving what position sizing alone cannot.
- Make Bitcoin accessible to conservative investors
- Discover how defined outcome strategies with downside floors at 0%, 10%, or 20% downside enable meaningful allocations for risk-conscious clients.
- Capitalize on today’s current environment
- Learn why compressed Bitcoin volatility presents an optimal entry point for protected strategies.
Discover how Calamos Protected Bitcoin ETFs can shift the conversation from “how little should we own?” to “which part of the portfolio benefits most from enhancement?” – providing the conservative bridge many advisors need to confidently incorporate digital assets.
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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