Experience & Approach

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.

Calamos Due Diligence Event

Thursday, November 8 - Friday, November 9, 2018

Register for the Due Diligence Event

Agenda

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. Please see email invitation to register for this exclusive event. Once registered, our event manager will reach out to you to coordinate travel arrangements. Any other questions can be directed to:

Your Calamos Investment Consultant Team
Cindy Conte at [email protected] or 630.577.1429
Raegan Gray at [email protected] or 630.577.2193

View CityGate Centre Campus Map


In accordance with FINRA Conduct Rule 2830, we affirm that our firm will comply with the policies and procedures as follows:

  • Attendance at this meeting is not conditioned upon the achievement of a specified goal for the sale of Calamos Investments sponsored products.
  • Participation will be strictly limited to representatives, whose firms have given Calamos Investments permission to invite.
  • Calamos Investments will apply no payment to the expense of a guest of the Registered Representative.
  • Calamos Investments shall only pay those expenses of the Registered Representative as permitted by the Rule.

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 protected].

Thursday

November 8, 2018 (tentative agenda)

Opening Comments from John Koudounis, Chief Executive Officer
Hotel Arista, Ballroom
3:30 – 3:45 p.m.

Deep Dive on Alternatives
Hotel Arista, Ballroom
3:45 – 5:15 p.m.
» The Calamos Phineus Long/Short Fund
» A Review of the Calamos Market Neutral Income Fund

Optional Calamos Investments Building Tour
Calamos Investments Lobby
5:30 – 5:45 p.m.

Reception
6th Floor of Calamos Investments
5:30 – 6:30 p.m.

Evening Program
6:45 – 8:30 p.m.
Hotel Arista Ballroom
» Welcome — Tim Brand, SVP, Head of U.S. Intermediary Distribution
» Dinner
» Market Perspectives — John P. Calamos, Sr., Founder, Chairman and Global CIO

Friday

November 9, 2018 (tentative agenda)

Breakfast with your Investment Consultant
CityGate Grille Terrace, Calamos Investments
7:00 – 7:30a.m.

Opening Comments and Review of Firm Structure — Bob Behan, CFA, President and Head of Global Distribution
7:30 – 8:00 a.m.

Macro-Economic Overview — John P. Calamos, Sr., Founder, Chairman and Global CIO
8:00 – 9:15 a.m.

Move to Breakout Sessions (Participants will attend all 3 breakout sessions)
9:15 – 9:30 a.m.

1st Breakout
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

Break — Move to Next Session
10:10 – 10:20 a.m.

2nd Breakout
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

Break — Move to Next Session
11:00 – 11:10 a.m.

3rd Breakout
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

Lunch — Hotel Arista Ballroom
12:00

Asset Allocation Review — John P. Calamos, Sr., Founder, Chairman and Global CIO
12:15 – 12:45 p.m.

Effectively Using LinkedIn in Your Practice — Dave Nelson, SVP, East Division Director
12:45 – 1:30 p.m.

Alternatives in an Asset Allocation and Key Takeaways — Tim Brand, SVP, Head of U.S. Intermediary Distribution
1:30 – 1:45 p.m.

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 longstanding 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.

Featured Presenters

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.

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John P. Calamos, Sr.
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. Mr. Calamos is often quoted as an authority on risk-managed investment strategies, markets and the economy. 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 and served as a combat pilot during the Vietnam War.

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John Koudounis
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.

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. He received his B.A. in International Diplomacy, Foreign Affairs and Economics from Brown University.

Register

We thank you for your interest in attending the conference. Please call your Regional Associate or 800.582.6959 with any questions.

Calamos Due Diligence Event

Thursday, November 8 - Friday, November 9, 2018

Register for the Due Diligence Event
Travel Arrangements

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 your own ground transportation to and from your hometown airports and incidentals incurred at the hotel.

Corporate Headquarters

Calamos Investments
2020 Calamos Court
Naperville, IL 60563-2787
View CityGate Centre Campus Map

Hotel Arista

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. Click Here to learn more.