REX Shares & CAIS Capital Markets on the Future of Structured ETFs (EP. 36)

Structured ETFs are shaping how financial advisors access yield-oriented strategies. In this episode of CAIS Live Conversations, Brad Walker sits down with Scott Acheychek, COO of REX Shares, and Marc Premselaar, Head of CAIS Capital Markets, on site at CAIS Live | Capital Markets.  

They get into how structured ETFs are evolving, what makes them different from traditional vehicles, and how product design, distribution, and education may shape adoption for wealth investors. Scott shares the origin story behind REX’s innovation mindset, while Marc discusses how capital markets execution may impact advisor outcomes. 

For financial advisors navigating product innovation and market structure, this conversation may offer practical insight into how structured ETFs could fit within modern portfolio construction.

Chapters 

1. What Is REX Shares? Innovation in ETFs (00:02:52) 
2. ETF Market Growth & Advisor Flows (00:05:00) 
3. The Evolution of Structured Investments (00:06:02) 
4. The CAIS & REX Collaboration: ACTL Autocallable Income ETF (00:11:59) 
5. Portfolio Construction: Where ACTL May Fit (00:15:37) 
6. Covered Call ETFs, Alternative Income & Defined Outcome Strategies (00:17:18)
7. Market Outlook: Volatility, Geopolitics & Positioning (00:21:35) 
8. The Future of Structured ETFs & Defined Income (00:26:35) 
9. Advisor Education & Structured Notes (00:29:52) 
10.  10. Career Advice: Relationships & Mean Reversion (00:34:10)