AAII Cleveland Ohio Chapter

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Select ETFs for Mature Investors

  • 1.  Select ETFs for Mature Investors

    Posted 6 hours ago
    Edited by DENNIS LEWIS 6 hours ago

    Select ETFs for Mature Investors  

    Discussed by Matt Kaufman, SVP, Head of ETFs – Calamos Investments

    Wednesday, May 20, 2026

    6:30 PM Eastern Time

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    Partnering with the AAII Houston, New York, Austin, Sacramento, Michigan, Portland, Greensboro Chapters

    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.

    Why you should Join this Meeting to Learn

    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. 

    • 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.
    • 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.

    Zoom Meeting Registration Information

    This Educational Seminar will be conducted online. Register below to receive a link to access the program on Wednesday, May 20.

    https://us02web.zoom.us/webinar/register/WN_4YK-0SsmRjO7PzqH5YNomw



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    DENNIS LEWIS
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