Private Equity 101: Key Trends Shaping the Asset Class – Calamos Investments – 7.23.25

Overview:
Title: Private Equity 101: Key Trends Shaping the Asset Class
Date: Wednesday, July 23, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

As private equity continues to expand, financial advisors are encountering more client interest in accessing this sophisticated investment strategy previously reserved for institutional investors. Our expert panel will explore the fundamentals of this asset class and highlight key trends shaping opportunities in 2025.

In this webinar, attendees will:

  • Learn the basics of private equity investing, including the evolution, risks, and client suitability
  • Explore how private equity can help to diversify risk, generate attractive returns, and enhance portfolio construction
  • Discover Calamos Aksia Private Equity and Alternatives Fund (CAPVX) – a private equity interval fund seeking to deliver alpha focused access to diversified private equity opportunities in a single portfolio

Accepted for 1 CFP/ IWI / CFA CE Credit

Speakers:
Brett Graffy Brett Graffy Managing Director Aksia

Brett is a Managing Director on the Pan-Alts team in the Americas and has over 13 years of industry experience. Brett works with Aksia’s global institutional clients on private credit portfolio strategy and construction and related investment advisory activities.

Prior to joining Aksia in 2023, Brett was the Associate Director at Marquette Associates, where he was a member of the Research Team, and led coverage of private credit, private equity, growth equity, and venture capital investments for the firm’s institutional clients. Prior to joining Marquette, Brett was a director at a New York City-based financial technology start-up. He previously held roles in the Institutional Groups at Invesco, Deutsche Bank, and Sentinel Investments where he led relationship development for the firm’s largest clients. Prior to embarking on his corporate career, Brett played professional baseball with Chicago White Sox.

Brett graduated from the University of Notre Dame with a BA in History and holds an MBA from Yale School of Management. He holds the CAIA designation.
Phil Bauer, CFA, CAIA Phil Bauer, CFA, CAIA SVP, Portfolio Specialist Calamos Investments

As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

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

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.

Interval Fund. The Fund is designed primarily for long-term investors and not as a trading vehicle. The Fund is an “interval fund” pursuant to which it, subject to applicable law, will conduct semi-annual repurchase offers for between 5% and 25% of the Fund’s outstanding shares at net asset value (NAV). Under normal market conditions, the Fund currently intends to offer to repurchase 5% of its outstanding shares at NAV on a semi-annual basis. In connection with any given repurchase offer, it is possible that a repurchase offer may be oversubscribed, with the result that Fund shareholders (“Shareholders”) may only be able to have a portion of their shares repurchased. Even though the Fund will make semi-annual repurchase offers to repurchase a portion of the shares to try to provide liquidity to Shareholders, you should consider the shares to have limited liquidity.

The Fund is subject to substantial risks — including market risks and strategy risks. The Fund is also subject to the risks associated with the investment strategies employed by the Advisors. While the Advisors will attempt to moderate any risks, there can be no assurance that the Fund’s investment activities will be successful or that the investors will not suffer losses. There may also be certain conflicts of interest relevant to the management of the Fund, arising out of, among other things, activities of the Advisors and their affiliates and employees with respect to the management of accounts for other clients as well as the investment of proprietary assets. An investment in the Fund should only be made by investors who understand the risks involved and who are able to withstand the loss of the entire amount invested. Accordingly, the Fund should be considered a speculative investment, and you should invest in the Fund only if you can sustain a complete loss of your investment. Past results of the Investment Adviser, the Sub-Advisers, their respective principals, and the Fund are not indicative of future results.

Private Equity Investments are investments in the securities of companies which are not publicly traded at the time of investment. These investments may be difficult to value and sell, or otherwise liquidate, and the risk of investing in such non-public companies is generally much greater than the risk of investing in publicly traded companies. Companies whose securities are not publicly traded are not subject to the same disclosure and reporting requirements that are generally applicable to companies with publicly traded securities, nor is the trading of such non-publicly traded securities regulated by any government agency. Accordingly, the protections accorded by such regulation are not available in making such investments. To the extent that there is no liquid trading market for particular investments, an Underlying Manager may be unable to liquidate such investments or may be unable to do so at a profit. In addition, in certain circumstances governmental or regulatory approvals may be required for a Private Equity Fund or Co-Investment vehicle to dispose of an investment, or the Underlying Manager may be prohibited by contract or for legal or regulatory reasons from selling an illiquid investment for a period of time.

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