Finding Growth in a Low-Growth World

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Never underestimate the growth potential of a small company with a good idea and a solid plan. The rest of the world may be on pause, but there’s no stopping the forward momentum of U.S. creators, innovators and disruptors.

Join us at 2 p.m. EDT Tuesday, September 24, 2019, to learn why the Calamos Timpani Small Cap Growth Fund (CTSIX) team is enthusiastic about the opportunities it’s finding today. With small caps trading at a discount not seen since 2003, the price is right—and the potential for growth is irresistible.

Presenting on this Advisor Perspectives-produced Webcast will be Brandon M. Nelson, CFA, Senior Portfolio Manager, and Ryan Isherwood, CFA, Senior Research Analyst, Co-Portfolio Manager. Nelson and Isherwood joined Calamos following our 2019 acquisition of Timpani Capital Management, the company Nelson co-founded in 2008. Nelson served as Chief Investment Officer and Portfolio Manager of the Timpani strategies since inception. The Calamos Timpani Small Cap Growth Fund combines fundamental research with the analysis of market estimates to identify the underestimated growth differential between a company’s business strength and market expectations of that strength.

Speakers

Brandon M. Nelson, CFA
Senior Portfolio Manager
Calamos Investments

Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of Calamos small and smid-cap growth strategies. He draws upon more than two decades of experience in small- and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. 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. Brandon joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, the company he co-founded in 2008, where he served as Chief Investment Officer and Portfolio Manager of the Timpani strategies since inception. Previously, he was a Managing Director and Senior Portfolio Manager at Wells Capital Management since 2005. Prior to that, Brandon was with Strong Capital Management, Inc. as a Research Analyst from 1996 to 2000 and as a Portfolio Manager from 2000 to 2005. He received his master’s degree in Finance from the University of Wisconsin-Madison and was selected to participate in the prestigious Applied Security Analysis Program. He also received his B.B.A. in Finance from the University of Wisconsin-Madison.

Ryan B. Isherwood, CFA
Senior Research Analyst, Co-Portfolio Manager
Calamos Investments

Ryan Isherwood joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, his employer since 2008. He serves as a senior research analyst for small-cap growth portfolios and has portfolio management responsibilities for enhanced alpha equity and small/mid-cap growth equity strategies. Prior to that, Ryan was a senior research analyst at Wells Capital Management. Previously, he was with Strong Capital Management, Inc. as an inside sales representative. Ryan received his M.B.A. in Finance & Investments from the University of Notre Dame and a B.B.A. in Risk Management from the University of Wisconsin-Madison.

Robert F. Behan, CFA
President and Head of Global Distribution
Calamos Investments

Robert F. Behan leads Global Distribution, which includes the firm’s Intermediary, Institutional, International, and Strategic Partner channels. His duties include distribution, market analysis, and product optimization, selection and placement. A member of the executive management team, he is also responsible for business execution, strategic growth initiatives, and corporate development, along with the firm’s overall global distribution strategy and execution. Mr. Behan serves as Vice President to the Calamos Investment Trust. He joined the firm in 2007 and has 31 years of industry experience. Mr. Behan joined Calamos as Director of Retirement Distribution. He has extensive industry experience in several senior positions including Vice President – Head of Sales for Citizens Advisers, Vice President – Head of Institutional Northeast for Strong Capital Management, and Vice President–Large Market Institutional for CIGNA Retirement and Investment Services. At each of his prior firms, he attained #1 producer status, and at age 29 was the youngest person to join CIGNA’s prestigious “Gold Circle.” Mr. Behan is frequently sought out for his insights on trends in the financial services industry. He has recently been quoted in Ignites, Fund Action, MFWire, and Pensions & Investments. He received a B.A. in Economics from Syracuse University and is also a CFA charterholder.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.