Join Matt Kaufman, Head of ETFs at Calamos, to explore how autocallable income strategies—long favored by institutions—are now accessible via ETF. Learn how award-winning CAIE, the Calamos Autocallable Income ETF, seeks high, stable monthly income with tax-deferred distributions, no K-1s, and no investment minimums. Discover how this breakthrough structure goes beyond covered calls to offer diversified, yield-focused exposure with real-world portfolio applications: www.calamos.com/CAIE.

SUMMARY
Topics covered will include:

Tax Efficiency: Explore why most distributions are expected to be tax-deferred (return of capital), making CAIE attractive for high-net-worth clients.
The CAIE Breakthrough: Learn how CAIE removes operational barriers like $250K minimums, K-1 complexity, and single-note concentration risk.
Inside Autocallables: Understand how these notes generate high monthly income and return principal at maturity or when called.
Portfolio Positioning: See real-world examples of implementing 14%+ yields as a compelling alternative to equities or fixed income.
The $200B Autocallable Market: Discover why autocallable strategies dominate institutional structured products-and why demand is growing for ETF-based access.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.