Power Your Advice Episode 283 – Exploring the Future of ETFs and Autocallables with Matt Kaufman
In this episode we sit down with Matt Kaufman, Global Head of ETFs at Calamos, to explore how the firm is translating decades of institutional expertise into modern ETF solutions. Kaufman shares insights from his 23-year career—from helping pioneer smart beta ETFs to creating defined outcome strategies—and how those experiences now fuel Calamos’ approach to options-based income strategies.
Kaufman breaks down CAIE, the Calamos Autocallable Income ETF, and how it’s opening new doors for income-focused investors. Built to simplify access to a complex $100 billion structured note market, CAIE offers a 14.5% average annualized coupon through laddered exposure to weekly issued Autocallables. Wrapped in a tax-efficient ETF structure, it gives advisors a powerful new tool for generating yield without relying on traditional equity or bond risk.
Resources: Calamos