Adding Convertible Strategies to Your Playbook

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Speakers

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

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 32 years of industry experience, including 13 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.

Joe Wysocki, CFA
Senior Vice President, Co-Portfolio Manager
Calamos Investments

Joseph Wysocki is responsible for portfolio management and investment research. He joined Calamos in 2003 and has 20 years of industry experience. Prior to joining Calamos, he worked on the fixed income team at Strong Capital Management. Joe received a B.A. in Economics with a minor in Computer Science from Lake Forest College and an M.B.A. from Northern Illinois University.

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 with major institutional and individual clients around the world. The firm is headquartered in the Chicago metropolitan area with additional offices in New York, San Francisco, Milwaukee and the Miami area.

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 through a range of U.S. and global investment strategies including equity, fixed income, convertible and alternative investments.

With 50 years of industry experience, he is often quoted as an authority on risk-managed investment strategies, markets and the economy. He is a frequent speaker at investment seminars and conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel.

Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis.

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 where he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major.

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 responsible for distribution execution and strategic growth initiatives, as well as the firm’s overall global distribution strategy and execution. Bob serves as Vice President to the Calamos Investment Trust.

He joined the firm in 2007 and has 30 years of industry experience. He has extensive industry experience in several senior positions including Vice President – Head of Sales for Citizens Advisers, Vice President – Head of Institutional Northeast Distribution for Strong Capital Management, and Vice President–Large Market Institutional for CIGNA Retirement and Investment Services.

At each of his prior firms, Bob attained #1 producer status, and at age 29 was the youngest person to join CIGNA’s prestigious “Gold Circle.” Bob 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.