Tag: Tax Efficiency
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: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

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David Bodamer speaks with Cheryl Nash, President of APL at InvestCloud, about how wealth technology is evolving to support the next phase of managed accounts. Cheryl explains how platforms are moving beyond traditional investment strategies to focus on personalization, tax awareness, and the integration of private markets into scalable portfolio solutions.

Cheryl also outlines how firms are working to bring private assets into the same framework as public investments, including the operational challenges of trading, rebalancing, and automation across large numbers of accounts. In addition, Cheryl explores how artificial intelligence is being applied to streamline workflows, improve data accuracy, and enhance advisor efficiency, while emphasizing the growing importance of scalability as firms expand and client expectations continue to rise.

Key takeaways:

  • How platforms now rebalance thousands of accounts while supporting tax overlays and multi-asset portfolios
  • Why private markets are moving into managed accounts and the infrastructure required to support them
  • How personalization has shifted from a premium offering to a standard expectation across client portfolios
  • The role of AI in improving workflows, data reconciliation, and advisor decision-making efficiency
  • Why scalability and integrated systems are critical as firms grow through M&A and increasing client demand

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