Calamos Webcast Series

Discover why Calamos is redefining income generation for today’s advisors and their clients. In this session, Matt Kaufman, Global Head of ETFs at Calamos Investments will introduce Autocallable Income ETFs.

Private markets have long been the domain of institutional investors, but today’s evolving landscape is creating new opportunities for a broader range of investors to access these potentially return-enhancing asset classes. 

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 Bram Kaplan from J.P. Morgan and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.

Traditional bonds are yielding 4–5%, while many high net worth clients need closer to 10% to meet their income goals. That gap has driven a surge in demand—and strong conviction—in autocallable income strategies. 

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.

The private credit landscape has never been more dynamic—or more discussed. With headlines ranging from record fundraising to concerns about credit quality and market saturation, financial advisors are increasingly being asked to separate fact from fiction when it comes to this rapidly evolving asset class. This webcast will cut through the noise, and will offer an analysis of the current state of private credit and what it means for your clients’ portfolios.

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.

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.

The private equity landscape is changing quickly. While public markets are record highs, private equity can offer meaningful diversification and growth opportunities for long-term investors, but the approach needs to be right for today’s market. We will deep dive into areas like AI exposure, vintage considerations, middle/lower-middle market themes, secondaries approach, and other meaningful topics for success in PE.

Autocallables have been one of the largest structured product categories in the world for two decades, and now one of the fastest growing corners of the ETF market – yet many advisors are still getting up to speed and have never had efficient access to them. This session lifts the hood on autocallables – demystifies how they work, why they’ve historically lived inside structured notes, why they might trump covered calls, and why putting them in the ETF wrapper is changing the game. Calamos autocallable income ETFs now offer 14%–18% annualized income by converting equity market risk into consistent monthly coupons, with full principal protection unless a barrier is breached at maturity: www.calamos.com/autocall.

The traditional fixed income playbook is becoming obsolete. Disadvantaged tax treatment, a new inflation dynamic and unstable correlations are eroding the very benefits investors expect from bonds. The main levers for generating additional bond income, such as stepping further out on the yield curve and lowering credit quality, are not as attractive as they once were. 

Autocallables have been one of the largest structured product categories in the world for two decades, and now one of the fastest growing corners of the ETF market – yet many advisors are still getting up to speed and have never had efficient access to them. This session lifts the hood on autocallables – demystifies how they work, why they’ve historically lived inside structured notes, why they might trump covered calls, and why putting them in the ETF wrapper is changing the game. Calamos autocallable income ETFs now offer 14%–18% annualized income by converting equity market risk into consistent monthly coupons, with full principal protection unless a barrier is breached at maturity: www.calamos.com/autocall.