With 40 years of experience investing through economic and market cycles, we build and manage flexible, opportunistic and risk-managed portfolios for your global asset allocation objectives. Our investment process analyzes a company's entire capital structure, providing a comprehensive assessment of opportunity and risk. An understanding of global markets and the driving economic forces behind them informs our active, fundamental approach to investing.
A schedule of the events at our due diligence meeting including outlook discussions, product breakout sessions, featured presenters info and more.
Register today and let Calamos assist in coordinating the details of your experience from travel arrangements to transportation.
John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer
Chief Executive Officer
Hotel accommodations are provided by Hotel Arista which is conveniently located on the campus of Calamos Investments. The hotel shuttle is available to and from our offices. Upon arriving at our headquarters on Thursday, you will receive a name badge to be worn throughout the event. It includes a table assignment number for dinner on Thursday evening and a group assignment number for the breakout sessions on Friday.
Roundtrip airfare, ground transportation and hotel accommodations are provided. Dress code is business casual, however, as our guest, please feel free to wear business attire should you prefer. Once registered, our event manager will reach out to you to coordinate travel arrangements. Any other questions can be directed to:
In accordance with FINRA Conduct Rule 2830, we affirm that our firm will comply with the policies and procedures as follows:
In accordance with FINRA regulations, if you are unable to attend the Due Diligence meeting, any non-refundable costs will require reimbursement to the firm. In addition, you will be responsible for any cost difference for changes to flights. To request a cancellation or to make any changes, please contact Cindy Conte at 630-577-1429 or email email@example.com.
|12:00 – 12:30 p.m.||Lunch – Hotel Arista, Ballroom|
|12:30 – 1:00 p.m.||LPL Wealth Management Review – Rich Gates, CFP®, VP, LPL Regional Wealth Consultant|
|1:00 – 3:00 p.m.||Practice Management Seminar: How to Conduct a Client Discovery Interview – Linda Eaton, EVP, Cannon Financial Institute|
|3:00 – 3:15 p.m.||Break|
|3:15 – 3:25 p.m.||Welcome from Our CEO, John Koudounis – Hotel Arista, Ballroom|
|3:25 – 5:15 p.m.||Deep Dive on Alternatives – Hotel Arista, Ballroom
|5:30 – 5:45 p.m.||Optional Calamos Investments Building Tour – Calamos Investments Lobby|
|5:30 – 6:30 p.m.||Reception – 6th Floor of Calamos Investments|
|6:45 – 7:30 p.m.||Dinner – Hotel Arista Ballroom
|7:30 – 8:15 p.m.||Market Perspectives – John P. Calamos, Sr., Founder, Chairman and Global CIO|
|7:15 – 7:45 a.m.||Breakfast with your Investment Consultant – CityGate Grille Terrace, Calamos Investments|
|7:45 – 8:00 a.m.||Opening Comments and Review of Firm Structure – Bob Behan, CFA, President and Head of Global Distribution|
|8:00 – 8:45 a.m.||Macro-Economic Overview – John P. Calamos, Sr., Founder, Chairman and Global CIO|
|8:45 – 9:15 a.m.||In Focus: Calamos Timpani Small Cap Growth Fund – Brandon Nelson, CFA, Senior Portfolio Manager|
|9:15 – 9:30 a.m.||Move to Breakout Sessions (Participants will attend all 3 breakout sessions)|
9:30 – 10:10 a.m.
|Group A – Calamos Security Evaluation Process – War Room, 5th Floor
Group B – Calamos Income Solutions – Calamos Academy, 1st Floor
Group C – Calamos Capital Appreciation Solutions – Board Room, 6th Floor
|10:10 – 10:20 a.m.||Break – Move to Next Session|
10:20 – 11:00 a.m.
|Group A – Calamos Income Solutions – Calamos Academy, 1st Floor
Group B – Calamos Capital Appreciation Solutions – Board Room, 6th Floor
Group C – Calamos Security Evaluation Process – War Room, 5th Floor
|11:00 – 11:10 a.m.||Break – Move to Next Session|
11:10 – 11:50 a.m.
|Group A – Calamos Capital Appreciation Solutions – Board Room, 6th Floor
Group B – Calamos Security Evaluation Process – War Room, 5th Floor
Group C – Calamos Income Solutions – Calamos Academy, 1st Floor
|12:00 p.m.||Lunch – Hotel Arista Ballroom|
|12:15 – 12:30 p.m.||Asset Allocation Review – John P. Calamos, Sr., Founder, Chairman and Global CIO|
|12:30 – 12:55 p.m.||Effectively Using LinkedIn in Your Practice – Brian Waeyaert, SVP, National Sales Director|
|12:55 – 1:00 p.m.||Closing Remarks - Alternatives in an Asset Allocation and Key Takeaways – Tim Brand, SVP, Head of U.S. Intermediary Distribution|
Breakout Session Descriptions: Participants will attend all 3 breakout sessions.
Calamos Security Evaluation Process – An interactive demonstration of the Calamos proprietary security evaluation system; Calamos Strategy Analysts will use examples to explain how fundamental and quantitative analytical models help evaluate the investment potential and risk/reward of equities, corporate bonds and convertible bonds.
Calamos Income Solutions – Calamos Investments has a long-standing tradition of managing income-oriented strategies that utilize convertible bonds and high yield bonds as well as alternative income solutions. This session will provide a detailed look at the history and current positioning of Calamos income producing strategies, including open end and closed end funds.
Calamos Capital Appreciation Solutions – Calamos Investments’ capital appreciation solutions have benefited from decades of rigorous, team oriented investment processes. This session will give you a due diligence review of the teams’ positioning of our strategies that focus on capital appreciation, both domestically and globally.
During our due diligence event, you will meet our Founder, Chairman and Global CIO John P. Calamos, Sr., our CEO John Koudounis, our Co-CIO team and additional members of our investment organization.
Founder, Chairman and Global Chief Investment Officer
John P. Calamos, Sr. is Chairman and Global CIO of Calamos Investments, a firm he founded in 1977. With origins as an institutional convertible bond manager, the firm has grown into a global asset management firm with major institutional and individual clients around the world. The firm is headquartered in the Chicago metropolitan area with additional offices in London, New York, San Francisco and Miami.
Mr. Calamos has established research and investment processes centered around a team-based approach designed to deliver superior risk-adjusted performance over full market cycles through a range of U.S. and global investment strategies including equity, fixed income, convertible and alternative investments.
With 49 years of industry experience, he is often quoted as an authority on risk-managed investment strategies, markets and the economy. He is a frequent speaker at investment seminars and conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel.
Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis.
He received his B.A. in Economics and an M.B.A. in Finance from the Illinois Institute of Technology. He joined the United States Air Force after graduation where he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major.
Chief Executive Officer
John Koudounis joined Calamos Investments as Chief Executive Officer in 2016. His principal duties include overseeing the firm’s day-to-day operations, fiscal function and overall performance. His responsibilities include managing operations, leading business and corporate development, and directing strategic growth initiatives.
Mr. Koudounis has 31 years of financial services experience including executive leadership in the global securities business and a deep background in global capital markets. Most recently, he served as President and Chief Executive Officer of Mizuho Securities USA, Inc. (MSUSA), a subsidiary of Mizuho Financial Group, one of the world’s largest full-service financial institutions. During his tenure at Mizuho Securities he built the firm into a full-service investment bank, expanding its debt and equity capital markets teams. Under his leadership, the firm grew in profitability, number of clients, and product diversification, allowing Mizuho to be considered globally as a top tier investment bank. Prior to joining MSUSA in 2008, he was Managing Director and Head of Fixed Income for ABN AMRO Americas where he played a critical role in that firm’s successful growth.
Mr. Koudounis is a public speaker and appears frequently on financial news programs including CNN, Fox Business, CNBC, Bloomberg TV and others. He is a member of the Leadership Council at Concordia and the Bretton Woods Committee, as well as a board member of The Hellenic Initiative and the National Hellenic Museum. He received his B.A. in International Diplomacy & Foreign Affairs and Economics from Brown University.
We thank you for your interest in attending the conference. Please call your Regional Associate or 800.582.6959 with any questions.
Calamos Investments is pleased to coordinate, book and cover the costs for your flight, hotel accommodations Thursday night at Hotel Arista (same development as our headquarters, just 30 minutes West of O'Hare), and group transportation from O'Hare International or Midway Airports to our headquarters in Naperville, IL. We will also provide group transportation from Hotel Arista Friday afternoon to either O'Hare or Midway airports, or to downtown Chicago. You will be responsible for travel arrangements to your departure airport and incidentals incurred at the hotel.
Hotel Arista is not a chain, rather, we're something a little different. We're an independent, locally owned boutique hotel and something of a maverick. We offer effortless and luxurious accommodations for business, leisure and weddings. Hotel Arista at CityGate Centre in Naperville is a four-diamond award winner and the first LEED certified hotel in Illinois. Learn more about Hotel Arista.
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 1-800-582-6959. Read it carefully before investing.
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Calamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and Calamos Financial Services LLC.