Autocallable ETFs have rapidly evolved from niche income strategies into a mainstream portfolio tool, combining options-based income, buffer protection and rules-based payoff engineering within a liquid ETF wrapper. The session will explore how these products are reshaping the boundary between traditional ETFs and structured notes, and what this means for distribution, product design and portfolio construction.
Key discussion themes
✔️ Overview of autocallable ETFs in the market
✔️ QIS vs non-QIS underlying assets
✔️ Risk and portfolio management considerations
✔️ Complexity vs transparency (disclosure, hedging and tax treatment)
✔️ Opportunities beyond US
✔️ Implications on the structured notes and SMA markets
Speakers:
- Summer Wang (moderator), Americas Reporter, SRP
- Dolapo Lawal, Managing Director, Head of Americas Private Investor Product Group (PIPG), Goldman Sachs
- Matt Kaufman, Head of ETFs, Calamos Investments
- Rishi Rajan, Senior Vice President, Product Development, Vest Financial
- Ken Nuttall, Chief Investment Officer (CIO), BlackDiamond Wealth Management