Structured 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

  • The rise of covered call ETFs as a mainstream income solution
  • Defined outcome ETFs and the institutionalisation of buffer strategies
  • How structured ETFs are being used in model portfolios and wealth platforms
  • The trade-off between yield, participation and downside protection
  • Product innovation: single-stock income ETFs vs index-based strategies
  • Liquidity, transparency and risk perception vs OTC structured notes 
  • Convergence between ETFs, structured products and derivatives 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 

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