Month: June 2026
Wealth Management Invest: Unpacking Autocallable ETFs with Matt Kaufman

Wealth Management Invest: Unpacking Autocallable ETFs with Matt Kaufman

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In this episode of Wealth Management Invest, David Bodamer speaks with Matt Kaufman, global head of ETFs at Calamos Investments, about the rise of autocallable ETFs. Matt explains how these strategies originated in the structured note market and discusses how the ETF wrapper is helping make them more accessible through features such as diversification, liquidity, transparency and operational efficiency.

Matt also breaks down the mechanics of autocallable income strategies, including coupon barriers, principal protection thresholds and laddered portfolio construction. In addition, he shares insights into Calamos’ income-focused and growth-focused offerings, explores the differences between autocallable ETFs and covered call ETFs, and discusses the role of tax-efficient distributions, memory features and long-term portfolio applications for both income and growth-oriented investors.

Matt discusses:

  • How autocallable yield notes work and why they’ve become widely used for equity-linked income strategies
  • Why Calamos launched autocallable ETFs and how laddering seeks to improve diversification benefits
  • Differences between covered call approaches and autocallable income structures for investors
  • The tax treatment, liquidity features and operational efficiencies offered through the ETF wrapper

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Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations

Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations

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In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new platform offerings and structures.

Mark also explores the role of evergreen funds in making private markets more accessible, while emphasizing the importance of long-term thinking, diversification, and consistent allocation. In addition, he shares perspectives on how technology is improving the investment experience, along with key themes shaping opportunities across areas such as artificial intelligence, infrastructure, and hedge strategies.

Key takeaways:

  • Why ultra-high-net-worth investors are increasing allocations to private markets for diversification
  • How evergreen funds help simplify access but still require long-term discipline from investors
  • The role of advisor education in helping clients understand illiquidity and portfolio fit
  • How technology is improving reporting, execution and the overall investor experience
  • Key investment themes including AI, infrastructure growth and renewed interest in hedge strategies

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