Family Financial Summit
Calamos hosts an annual Family Financial Summit for wealthy families from around the globe. It provides clients with a unique opportunity to learn and share in a comfortable, confidential environment. We will be hosting our next Summit in September 2014 which will feature presentations by Calamos Co-CIOs, John Calamos Sr. and Gary Black, members of our investment team, subject matter experts and speakers from some of the most prominent families in the nation who will share their own stories of success, failure and lessons learned. Further information about the 2014 summit can be found here.
Educational Courses and Learning Communities
- Professional athletes PDF
- Non-profit boards PDF
- Affluent women PDF
- Single family offices executives PDF
- Affluent families PDF
The Calamos Wealth Management team is often asked to speak to client groups and at various industry conferences on topics pertaining to wealth planning, non-profit board governance, asset allocation, the global economy and investing. If you are interested in receiving a list of available topics please contact Cara Mossington.