Monetizing Volatility: A Deep Dive – Calamos Investments – 4.2.19

Summary:

Now On Demand.

Volatility can be devastating to investment portfolios. Or, it can be used to your clients’ advantage. Join us at 1 p.m. Tuesday, April 2, to learn how hedged options strategies offer a way to keep your clients in the market while potentially protecting them against the downside.

Our team of options experts will go deep in explaining their dynamic approach designed to capitalize on market volatility and generate diversifying alpha, as demonstrated in the 2018 performance of our two ★★★★★ funds: equity substitute Calamos Hedged Equity Fund* (CIHEX) and fixed income substitute Calamos Market Neutral Income Fund** (CMNIX).



Sponsors of this webcast may contact registrants.

Speakers:

Eli Pars, CFA
Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Sr. Co-PM

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 12 at Calamos. Prior to returning to Calamos in 2013, he was a Portfolio Manager at Chicago Fundamental Investment Partners, where he co-managed a convertible arbitrage portfolio. Previously, he held senior roles at Mulligan Partners LLC, Ritchie Capital and SAM Investments/The Hampshire Company. Earlier in his career, Eli was a Vice President and Assistant Portfolio Manager at Calamos. He received a B.A. in English Literature from the University of Illinois and an M.B.A. with a specialization in Finance from the University of Chicago Graduate School of Business.

Jason Hill
Senior Vice President, Co-Portfolio Manager

Jason Hill is responsible for portfolio management and investment research, focusing on market neutral and hedged equity strategies. He joined Calamos in 2004 and contributes 17 years of industry experience. Prior to joining Calamos, he worked at HFR Asset Management, LLC, with responsibilities in risk and portfolio management. Jason received a B.A. in Finance from North Central College and a M.S. in Finance from DePaul University.

David O’Donohue
Senior Vice President, Co-Portfolio Manager

David O’Donohue is responsible for portfolio management and investment research, focusing on market neutral and hedged equity strategies. He joined the firm in 2014. His investment industry experience of 19 years includes co-manager responsibilities at Hard Eight Futures, Forty4 Asset Management, Chicago Fundamental Investment Partners, Mulligan Partners LLC and Ritchie Capital. He began his career as a trader at SAM Investments. David graduated from the University of Illinois with a B.S. in Finance.

Jimmy Young, CFA
Vice President, Co-Portfolio Manager

Jimmy Young is responsible for portfolio management and investment research, focusing on market neutral and hedged equity strategies. He joined the firm in 2003 and has 16 years of industry experience. Jimmy holds a B.S. in Finance from Northern Illinois University.

Overview:

Title: Monetizing Volatility: A Deep Dive
Date: Tuesday, April 2, 2019
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.(Not Applicable for On Demand)
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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 warrant 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 suitable for all investors. The opinions and views of third parties do not represent the opinions or views of Calamos Investments LLC. Opinions 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. 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 assurances 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. Alternative investments are not suitable for all investors. The principal risks of investing in the Calamos Hedged Equity Fund include: covered call writing risk, options risk, equity securities risk, correlation risk, mid-sized company risk, interest rate risk, credit risk, liquidity risk, portfolio turnover risk, portfolio selection risk, foreign securities risk, American depository receipts, and REITs risks. The principal risks of investing in 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. *Overall Morningstar rating among 94 Options-based Funds: The fund’s load-waived Class I shares had 5 stars for 3 years out of 94 Options-based Funds for the period ended 12/31/18. **Overall Morningstar rating among 122 Market Neutral Funds: The fund’s load-waived Class I shares had 4 stars for 3 years, 4 stars for 5 years, and 5 stars for 10 years out of 122, 98 and 31 Market Neutral Funds, respectively, for the period ended 12/31/18.