www.riachannel.com Open in urlscan Pro
192.124.249.154  Public Scan

Form analysis
3 forms found in the DOM

GET https://www.riachannel.com/

<form method="get" class="td-search-form" action="https://www.riachannel.com/">
  <!-- close button -->
  <div class="td-search-close">
    <a href="#"><i class="td-icon-close-mobile"></i></a>
  </div>
  <div role="search" class="td-search-input">
    <span>Search</span>
    <input id="td-header-search-mob" type="text" value="" name="s" autocomplete="off" aria-label="Search Input">
  </div>
</form>

GET https://www.riachannel.com/

<form method="get" class="td-search-form" action="https://www.riachannel.com/">
  <div role="search" class="td-head-form-search-wrap">
    <input id="td-header-search" type="text" value="" name="s" autocomplete="off"><input class="wpb_button wpb_btn-inverse btn" type="submit" id="td-header-search-top" value="Search">
  </div>
</form>

Name: myform — POST https://event.on24.com/utilApp/r

<form action="https://event.on24.com/utilApp/r" method="POST" name="myform">
  <input name="eventid" type="hidden" value="4753763"><input name="sessionid" type="hidden" value="1"><input name="updateIfExists" type="hidden" value="Y"><input name="key" type="hidden" value="B641AAA43E883BBDB8A41A9EE7832D86"><input
    name="partnerref" type="hidden" value="RIAD">
  <table>
    <tbody>
      <tr>
        <td class="table5908" style="padding-right: 3%;" align="left">
          <label for="regFormFirstName">*First Name</label>
          <input id="regFormFirstName" class="regFormElement" name="firstname" required="required" type="text" value="">
        </td>
      </tr>
      <tr>
        <td class="table5908" style="padding-right: 3%;" align="left">
          <label for="regFormLastName">*Last Name</label>
          <input id="regFormLastName" class="regFormElement" name="lastname" required="required" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormEmail">*Email</label>
          <input id="regFormEmail" class="regFormElement" name="email" required="required" type="email" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormWorkPhone">*Work Phone</label>
          <input id="regFormWorkPhone" class="regFormElement" name="work_phone" required="required" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormCellPhone">Cell Phone</label>
          <input id="regFormCellPhone" class="regFormElement" name="std8" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormCompany">*Company</label>
          <input id="regFormCompany" class="regFormElement" name="company" required="required" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormTitle">*Title</label>
          <input id="regFormTitle" class="regFormElement" name="job_title" required="required" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left" width="50%">
          <label for="regFormState">*State</label>
          <select id="regFormState" class="regFormElement" style="float: left;" name="state" required="required">
            <option selected="selected" value="">Please select below:</option>
            <option value="AL">Alabama</option>
            <option value="AK">Alaska</option>
            <option value="AZ">Arizona</option>
            <option value="AR">Arkansas</option>
            <option value="CA">California</option>
            <option value="CO">Colorado</option>
            <option value="CT">Connecticut</option>
            <option value="DE">Delaware</option>
            <option value="DC">District Of Columbia</option>
            <option value="FL">Florida</option>
            <option value="GA">Georgia</option>
            <option value="HI">Hawaii</option>
            <option value="ID">Idaho</option>
            <option value="IL">Illinois</option>
            <option value="IN">Indiana</option>
            <option value="IA">Iowa</option>
            <option value="KS">Kansas</option>
            <option value="KY">Kentucky</option>
            <option value="LA">Louisiana</option>
            <option value="ME">Maine</option>
            <option value="MD">Maryland</option>
            <option value="MA">Massachusetts</option>
            <option value="MI">Michigan</option>
            <option value="MN">Minnesota</option>
            <option value="MS">Mississippi</option>
            <option value="MO">Missouri</option>
            <option value="MT">Montana</option>
            <option value="NE">Nebraska</option>
            <option value="NV">Nevada</option>
            <option value="NH">New Hampshire</option>
            <option value="NJ">New Jersey</option>
            <option value="NM">New Mexico</option>
            <option value="NY">New York</option>
            <option value="NC">North Carolina</option>
            <option value="ND">North Dakota</option>
            <option value="OH">Ohio</option>
            <option value="OK">Oklahoma</option>
            <option value="OR">Oregon</option>
            <option value="PA">Pennsylvania</option>
            <option value="RI">Rhode Island</option>
            <option value="SC">South Carolina</option>
            <option value="SD">South Dakota</option>
            <option value="TN">Tennessee</option>
            <option value="TX">Texas</option>
            <option value="UT">Utah</option>
            <option value="VT">Vermont</option>
            <option value="VA">Virginia</option>
            <option value="WA">Washington</option>
            <option value="WV">West Virginia</option>
            <option value="WI">Wisconsin</option>
            <option value="WY">Wyoming</option>
            <option value="Other">Other</option>
            <option value="Canada">Canada</option>
          </select>
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left" width="50%">
          <label for="regFormAdvisorType">*Type of Advisor</label>
          <select id="regFormAdvisorType" class="regFormElement" style="float: left;" name="std7" required="required">
            <option selected="selected" value="">Please select below:</option>
            <option value="RIA">RIA</option>
            <option value="Institutional Advisor">Institutional Advisor</option>
            <option value="Registered Rep">Registered Rep</option>
            <option value="Independent Rep">Independent Rep</option>
            <option value="Bank/Trust Professional">Bank/Trust Professional</option>
            <option value="Consultant">Consultant</option>
            <option value="Investment Management Professional">Investment Management Professional</option>
            <option value="Other">Other</option>
          </select>
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormcima">CFP # </label>
          <input id="regFormcima" class="regFormElement" name="std1" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormCFp">IWI (CIMA, CIMC or CPWA) # </label>
          <input id="regFormCFp" class="regFormElement" name="std2" type="text" value="">
        </td>
      </tr>
      <tr>
        <td class="table5908" style="padding-right: 3%;" align="left" width="50%">
          <label for="regFormZIP">Zip Code for IWI Submission </label>
          <input id="regFormZIP" class="regFormElement" name="zip" type="text" value="">
        </td>
      </tr>
      <tr>
        <td style="padding-right: 3%;" align="left">
          <label for="regFormCFa">CFA Institute ID </label>
          <input id="regFormCFa" class="regFormElement" name="std6" type="text" value="">
        </td>
      </tr>
      <tr>
        <td class="table5908" style="padding-right: 3%;" align="left" width="50%">
          <label for="regFormquestions">Please submit any questions for our speakers.</label>
          <textarea id="regFormquestions" class="regFormElement" name="std5"></textarea>
        </td>
      </tr>
      <tr>
        <td></td>
      </tr>
      <tr>
        <td colspan="2"><input type="checkbox" name="company_industry" style="margin-right:5px;" value="Sponsors of this webcast may contact registrants" required="required">*I am a financial professional. I understand that this event is for
          financial professionals only, and I may be contacted by the sponsor. </td>
      </tr>
      <tr>
        <td style="text-align: center;" colspan="2"><input class="register-now" name="submit" type="submit" value="Submit"></td>
      </tr>
    </tbody>
  </table>
</form>

Text Content

 * Home
 * Webcasts
 * iSummits
 * Top Lists
   * Top Wealth Managers by Growth – 2024
   * Top ETF Power Users – 2024
 * Interviews
   * Manager Insights
   * Advisor Insights
 * Channels
   * AdviserCyber
   * AIR Asset Management
   * Brown Advisory
   * Capital Group
   * Dimensional
   * Eaton Vance
   * FS Investments
   * FTSE Russell
   * GTIS Partners Real Estate
   * Innovator ETFs
   * Northern Trust Asset Management
   * Pacer ETFs
   * Spirits Capital
   * Transamerica
   * WisdomTree
   * YourStake
   * View All Manager Channels
 * Outlooks
 * White Papers
 * Podcasts
 * Contact
 * RIA Database


Search

 * Contact
 * Sponsorship
 * RIA Database


Sign in
Welcome! Log into your account

your username
your password
Forgot your password? Get help
Password recovery
Recover your password

your email
A password will be e-mailed to you.
RIA Channel
default ad
 * Home
 * Webcasts
 * iSummits
 * Top Lists
   * Top Wealth Managers by Growth – 2024
   * Top ETF Power Users – 2024
 * Interviews
   * Manager Insights
   * Advisor Insights
 * Channels
   * AdviserCyber
   * AIR Asset Management
   * Brown Advisory
   * Capital Group
   * Dimensional
   * Eaton Vance
   * FS Investments
   * FTSE Russell
   * GTIS Partners Real Estate
   * Innovator ETFs
   * Northern Trust Asset Management
   * Pacer ETFs
   * Spirits Capital
   * Transamerica
   * WisdomTree
   * YourStake
   * View All Manager Channels
 * Outlooks
 * White Papers
 * Podcasts
 * Contact
 * RIA Database





MODERN PORTFOLIO PROTECTION: ADVANCEMENTS IN DOWNSIDE PROTECTION & CAPITAL
EFFICIENT ETFS – CALAMOS INVESTMENTS – 11.5.24

February 23, 2023


OVERVIEW:

Title: Modern Portfolio Protection:
Advancements in Downside Protection & Capital Efficient ETFs Date: Tuesday,
November 5, 2024 Time: 2:00 PM Eastern Standard Time Duration: 1 hour


REGISTER NOW:

Already Registered?

*First Name *Last Name *Email *Work Phone Cell Phone *Company *Title *State
Please select below: Alabama Alaska Arizona Arkansas California Colorado
Connecticut Delaware District Of Columbia Florida Georgia Hawaii Idaho Illinois
Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan
Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey
New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon
Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah
Vermont Virginia Washington West Virginia Wisconsin Wyoming Other Canada *Type
of Advisor Please select below: RIA Institutional Advisor Registered Rep
Independent Rep Bank/Trust Professional Consultant Investment Management
Professional Other CFP # IWI (CIMA, CIMC or CPWA) # Zip Code for IWI Submission
CFA Institute ID Please submit any questions for our speakers. *I am a financial
professional. I understand that this event is for financial professionals only,
and I may be contacted by the sponsor.


SUMMARY:

With major U.S. indices, gold, silver, and Bitcoin at or near their all-time
highs, now is the ideal time to explore modern strategies for safeguarding
client portfolios. Discover how 100% downside protection ETFs can offer robust
risk mitigation and capital efficiency.

Join the Calamos Investments team for a live webcast to learn how to enhance
your clients’ portfolio protection with cutting-edge 100% downside protection
ETFs: www.calamos.com/protection

Accepted for 1 CFP® / IWI / CFA CE Credit


SPEAKER:

Matt Kaufman SVP, Head of ETFs Calamos Investments

Matt Kaufman serves as SVP, Head of ETFs at Calamos Investments, where he leads
the firm’s ETF business.

Matt joined Calamos Investments in 2023 as an accomplished financial services
executive with more than 20 years of experience serving the asset management and
insurance industries across North America, Europe, and Asia. Matt has designed,
led, and helped build hundreds of exchange-traded funds (ETFs), unit investment
trusts (UITs), indexes, variable insurance trust funds, registered index-linked
annuities, fixed annuities, and closed-end funds. He is also a sought-after
source by leading financial publications and is a frequent speaker at industry
conferences and events.

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.

Before investing, carefully consider the fund's investment objectives, risks,
charges and expenses. Please see the prospectus and summary prospectus
containing this and other information which can be obtained by calling
1-866-363-9219. Read it carefully before investing.

The information in each fund's prospectus and statement of additional
information) is not complete and may be changed. We may not sell the securities
of any fund until such fund's registration statement filed with the Securities
and Exchange Commission is effective. Each fund's prospectus and statement of
additional information is not an offer to sell such fund's securities and is not
soliciting an offer to buy such fund's securities in any state where the offer
or sale is not permitted.

An investment in the Fund(s) is subject to risks, and you could lose money on
your investment in the Fund(s). There can be no assurance that the Fund(s) will
achieve its investment objective. Your investment in the Fund(s) is not a
deposit in a bank and is not insured or guaranteed by the Federal Deposit
Insurance Corporation (FDIC) or any other government agency. The risks
associated with an investment in the Fund(s) can increase during times of
significant market volatility. The Fund(s) also has specific principal risks,
which are described below. More detailed information regarding these risks can
be found in the Fund's prospectus.

Investing involves risks. Loss of principal is possible. The Fund(s) face
numerous market trading risks, including authorized participation concentration
risk, cap change risk, capital protection risk, capped upside risk, cash
holdings risk, clearing member default risk, correlation risk, derivatives risk,
equity securities risk, investment timing risk, large-capitalization investing
risk, liquidity risk, market maker risk, market risk, non-diversification risk,
options risk, premium-discount risk, secondary market trading risk, sector risk,
tax risk, trading issues risk, underlying ETF risk and valuation risk. For a
detailed list of fund risks see the prospectus.

There are no assurances the Fund will be successful in providing the
sought-after protection. The outcomes that the Fund seeks to provide may only be
realized if you are holding shares on the first day of the Outcome Period and
continue to hold them on the last day of the Outcome Period, approximately one
year. There is no guarantee that the Outcomes for an Outcome Period will be
realized or that the Fund will achieve its investment objective. If the Outcome
Period has begun and the Underlying ETF has increased in value, any appreciation
of the Fund by virtue of increases in the Underlying ETF since the commencement
of the Outcome Period will not be protected by the sought-after protection, and
an investor could experience losses until the Underlying ETF returns to the
original price at the commencement of the Outcome Period. Fund shareholders are
subject to an upside return cap (the "Cap") that represents the maximum
percentage return an investor can achieve from an investment in the funds' for
the Outcome Period, before fees and expenses. If the Outcome Period has begun
and the Fund has increased in value to a level near to the Cap, an investor
purchasing at that price has little or no ability to achieve gains but remains
vulnerable to downside risks. Additionally, the Cap may rise or fall from one
Outcome Period to the next. The Cap, and the Fund's position relative to it,
should be considered before investing in the Fund. The Fund's website,
www.calamos.com, provides important Fund information as well information
relating to the potential outcomes of an investment in a Fund on a daily basis.

The Fund(s) are designed to provide point-to-point exposure to the price return
of the reference asset via a basket of Flex Options. As a result, the ETFs are
not expected to move directly in line with the reference asset during the
interim period. Investors purchasing shares after an outcome period has begun
may experience very different results than fund's investment objective. Initial
outcome periods are approximately 1-year beginning on the fund's inception date.
Following the initial outcome period, each subsequent outcome period will begin
on the first day of the month the fund was incepted. After the conclusion of an
outcome period, another will begin.

FLEX Options Risk The Fund(s) will utilize FLEX Options issued and guaranteed
for settlement by the Options Clearing Corporation (OCC). In the unlikely event
that the OCC becomes insolvent or is otherwise unable to meet its settlement
obligations, the Fund(s) could suffer significant losses. Additionally, FLEX
Options may be less liquid than standard options. In a less liquid market for
the FLEX Options, the Fund(s) may have difficulty closing out certain FLEX
Options positions at desired times and prices. The values of FLEX Options do not
increase or decrease at the same rate as the reference asset and may vary due to
factors other than the price of reference asset. Shares are bought and sold at
market price, not net asset value (NAV), and are not individually redeemable
from the fund. NAV represents the value of each share's portion of the fund's
underlying assets and cash at the end of the trading day. Market price returns
reflect the midpoint of the bid/ask spread as of the close of trading on the
exchange where fund shares are listed.

100% capital protection is over a one-year period before fees and expenses. All
caps are pre-determined.
SHARE
Facebook
Twitter
LinkedIn
Jack Pitton
 * Home
 * Understanding The RIA Channel
 * Sponsorship
 * Email Opt-Out
 * Conference Calendar
 * RIA Database
 * 704.540.2657

© Copyright 2024 RIA Channel, LLC
RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.
©2005–2024 Labworks, LLC. All rights reserved.