Convertibles in Portfolio Construction: A Master Class for Today – Calamos – 10.31.18

Summary:

Now On Demand.

Convertibles’ attractive equity-like returns year to date are just part of the appeal of the asset class in today’s rising rate environment. Convertibles provide added diversification to a portfolio and can help protect against the downside.

Join us Wednesday, October 31, for a master class discussion of the role that convertibles play in equity, fixed income and global allocations. Headlining our panel will be John P. Calamos, Sr., widely recognized as the pioneer of the convertible asset class.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer
Calamos Investments

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 has established research and investment processes centered around a team-based approach designed to deliver superior risk-adjusted performance over full market cycles. With 49 years of industry experience, Mr. Calamos is often quoted as an authority on risk-managed investment strategies, markets and the economy, and he has authored two books on convertible securities.

Eli Pars, CFA
Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-Portfolio Manager, including of the Calamos Market Neutral Income Fund (CMNIX)

As a Co-Chief Investment Officer, Eli Pars is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Alternative Strategies and Co-Head of Convertible Strategies, he manages investment team members and has portfolio management responsibilities for those investment verticals. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Eli has 31 years of industry experience, including 11 at Calamos.

Joe Wysocki, CFA
Senior Vice President, Co-Portfolio Manager, including of Calamos Convertible Fund (CICVX)

Joseph Wysocki is responsible for portfolio management and investment research. He joined Calamos in 2003 and has 18 years of industry experience. Prior to joining Calamos, he worked on the fixed income team at Strong Capital Management.

Overview:

Title: Convertibles in Portfolio Construction: A Master Class for Today
Date: Wednesday, October 31, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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For Investment Professional Use Only. Not For Use With The Public.

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.

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not war rant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suit able for all investors. The opinions and views of third parties do not represent the opinions or views of Calamos Investments LLC.

Opinions referenced are as of October 31, 2018 and are subject to change due to changes in the market, economic conditions or changes in the legal and/or regulatory environment and may not necessarily come to pass. This information is provided for informational purposes only and should not be considered tax, legal, or investment advice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations.

Important Risk Information. 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.

Convertible Securities Risk: The value of a convertible security is influenced by changes in interest rates, with investment value declining as interest rates increase and increasing as interest rates decline. The credit standing of the issuer and other factors also, may have an effect on the convertible security’s investment value.

The principal risks of investing in the Calamos Market Neutral Income Fund include: equity securities risk consisting of market prices declining in general, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, synthetic convertible instruments risk, convertible hedging risk, covered call writing risk, options risk, short sale risk, interest rate risk, credit risk, high yield risk, liquidity risk, portfolio selection risk, and portfolio turnover risk.

The principal risks of investing in the Calamos Convertible Fund include: convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, synthetic convertible instruments risk consisting of fluctuations inconsistent with a convertible security and the risk of components expiring worthless, foreign securities risk, equity securities risk, interest rate risk, credit risk, high yield risk, portfolio selection risk and liquidity risk.


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