AAII Income and Cash Flow SIG participating in a multi-chapter meeting
Co-hosted by AAII Houston Chapter & New York AAII Chapters.
Wednesday May 20, 2026 from 3:30 to 5:15 (PT)
Topic: Select ETFs for Mature Investors
Matt Kaufman - Calamos Investments
Why you should Join this Meeting to Learn
Join the co-hosted session by the New York & Houston Chapters, in an educational session where Hans will bring us two new innovative ETF categories:
(1) Auto Callable Income ETFs (CAGE, CAIE & CAIQ): Structured to generate high income with defined risk parameters, these funds offer an alternative to chasing yield in volatile markets. CAIE currently yields approximately 14% and has already attracted over $700 million in assets.
(2) Structured Protection Equity ETFs including the S&P 500 and Nasdaq-100 Series: Designed to participate in market upside while providing predictable downside buffers thus generating attractive income returns.
(3) This session gives long term investors the new tools they need to evaluate a new generation of ETFs designed to balance both income and capital preservation.
Matt Kaufman
Matt Kaufman serves as SVP, Head of ETFs at Calamos Investments, where he leads the firm's ETF business.
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.
Participating Chapters
Houston, New York, Austin, Cleveland, Sacramento, Michigan, Portland, Greensboro
Location
Online Instructions:
Url: https://us02web.zoom.us/webinar/register/WN_4YK-0SsmRjO7PzqH5YNomw
Login: This meeting will be online only Please register for the meeting at AAII Houston May Chapter Meeting or by selecting the link below. https://us02web.zoom.us/webinar/register/WN_4YK-0SsmRjO7PzqH5YNomw
Registration is free for everyone. After registering, you will receive a confirmation email containing information about joining the meeting.
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TODD BLICKENSTAFF
President and Program Chairman Chair
Portland, OR chapter
Co-coordinator AAII National Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
trblick@yahoo.com------------------------------