Calamos Investments

Voya Financial announces leadership-succession plan for Voya Investment Management and new head of investments

Retrieved on: 
Wednesday, January 10, 2024

Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year.

Key Points: 
  • Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed the company of her decision to retire later this year.
  • Toms has also joined Voya Financial’s Executive Committee and will now report to Heather Lavallee, CEO, Voya Financial.
  • View the full release here: https://www.businesswire.com/news/home/20240109707414/en/
    Voya Financial, Inc., announced today that Christine Hurtsellers, chief executive officer of Voya Investment Management, has informed the company of her decision to retire later this year.
  • Equally important, Eric’s approach to money management aligns fully with the collaborative approach of our investment professionals at Voya IM.

Two Seasoned Women Advisors Seeking a Client-Centric and Servant Leader Culture that Champions Women in Leadership join SAGE Private Wealth Group

Retrieved on: 
Friday, December 1, 2023

SAGE Private Wealth Group, a registered investment advisory firm, is delighted to announce the addition of accomplished women leaders to its growing team.

Key Points: 
  • SAGE Private Wealth Group, a registered investment advisory firm, is delighted to announce the addition of accomplished women leaders to its growing team.
  • Kristi Wano and Christina Castrejon join SAGE PWG as Senior Vice Presidents -Senior Wealth Advisors.
  • Wano and Castrejon serve as role models, actively contributing to initiatives that empower women in an industry known for lacking diversity.
  • Kristi Wano is a veteran advisor having previously served as a VP Senior Wealth Advisor with Calamos and as Director and Private Wealth Advisor at BMO Private Bank, where she managed client relationships exceeding $400 million.

REMINDER: Capital Link 22nd Annual Closed-End Funds & Global ETFs Forum

Retrieved on: 
Monday, October 30, 2023

NEW YORK, Oct. 30, 2023 (GLOBE NEWSWIRE) -- Capital Link’s 22nd Annual Closed-Ends Funds & Global ETFs Forum will take place on Wednesday, November 1, 2023, as a Digital Event, from 12:00 pm to 3:00 pm.

Key Points: 
  • NEW YORK, Oct. 30, 2023 (GLOBE NEWSWIRE) -- Capital Link’s 22nd Annual Closed-Ends Funds & Global ETFs Forum will take place on Wednesday, November 1, 2023, as a Digital Event, from 12:00 pm to 3:00 pm.
  • This event is held in cooperation with the New York Stock Exchange and the Gold Sponsor is Calamos Investments.
  • With a 22-year track record, Capital Link’s Annual Closed-End Funds & Global ETFs Forum is the longest running investment forum with significant branding and recognition in the industry.
  • It updates the broader investment community on the latest trends, developments and investment strategies using Closed-End Funds, MLPs, BDCs, and Exchange Traded Funds.

Capital Link 22nd Annual Closed–End Funds & Global ETFs Forum

Retrieved on: 
Wednesday, October 25, 2023

NEW YORK, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Capital Link’s 22nd Annual Closed-Ends Funds & Global ETFs Forum will take place on Wednesday, November 1, 2023, as a Digital Event, from 12:00 pm to 3:00 pm.

Key Points: 
  • NEW YORK, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Capital Link’s 22nd Annual Closed-Ends Funds & Global ETFs Forum will take place on Wednesday, November 1, 2023, as a Digital Event, from 12:00 pm to 3:00 pm.
  • This event is held in cooperation with the New York Stock Exchange and the Gold Sponsor is Calamos Investments.
  • With a 22–year track record, Capital Link’s Annual Closed–End Funds & Global ETFs Forum is the longest running investment forum with significant branding and recognition in the industry.
  • It updates the broader investment community on the latest trends, developments and investment strategies using Closed–End Funds, MLPs, BDCs, and Exchange Traded Funds.

Calamos, the Largest US Convertibles Manager, Launches CVRT, the Firm's First Active Convertibles ETF

Retrieved on: 
Wednesday, October 4, 2023

The Calamos Convertible Equity Alternative ETF (CVRT) provides targeted exposure to the equity-sensitive segment of the US convertibles universe.

Key Points: 
  • The Calamos Convertible Equity Alternative ETF (CVRT) provides targeted exposure to the equity-sensitive segment of the US convertibles universe.
  • First of its kind, the new convertibles-based ETF will deliver more than four decades of Calamos' expertise in an ETF structure.
  • CVRT is an intelligent ETF solution with an active edge that seeks improved risk/reward over owning small and mid-cap growth stocks outright.
  • "With CVRT, we will fill a gap in the ETF marketplace, extend our convertibles fund lineup, and meet financial advisor demand for a high-growth-oriented convertibles strategy," said Mr. Calamos.

The Future Fund Launches Long/Short ETF - Investing in Key Megatrends That Are Changing the World

Retrieved on: 
Wednesday, June 21, 2023

CHICAGO, June 21, 2023 /PRNewswire/ -- The Future Fund LLC, an SEC-registered investment advisor led by Gary Black and David Kalis, announced today the launch of the Future Fund Long/ Short ETF (NYSE: FFLS) on the New York Stock Exchange effective June 21, 2023.

Key Points: 
  • FFLS is a high-conviction, risk-managed long/short strategy that provides the potential to capitalize on key megatrends driving the economy.
  • The portfolio managers believe these are the key drivers to long-term secular growth opportunities in the global market.
  • Prior to the Future Fund, he founded Curvature Capital Management, LLC, a long/short equity hedge partnership focused on catalyst-driven global equities.
  • The Future Fund Active ETF (FFND) launched in August 2021.

Calamos Wealth Management expands capabilities with addition of Chief Investment Officer and Chief Wealth Strategist

Retrieved on: 
Monday, June 5, 2023

METRO CHICAGO, Ill., June 5, 2023 /PRNewswire/ -- Calamos Investments announced the addition of two senior executives to further provide Calamos Wealth Management clients with sophisticated portfolio strategies and customized wealth management solutions.

Key Points: 
  • METRO CHICAGO, Ill., June 5, 2023 /PRNewswire/ -- Calamos Investments announced the addition of two senior executives to further provide Calamos Wealth Management clients with sophisticated portfolio strategies and customized wealth management solutions.
  • Jon Adams joins as SVP Chief Investment Officer, Wealth Management and John Campbell joins as SVP Chief Wealth Strategist, Head of Wealth Planning and Trust Services.
  • Based in metro Chicago, the pair will report to Joe Weidenbach, who was hired as Head of Calamos Wealth Management in October 2022.
  • "As part of our strategic growth strategy, we continue to invest deeply in our Wealth Management business," said John Koudounis, President and CEO of Calamos Investments.

Calamos and Aksia join forces to launch Calamos Aksia Alternative Credit and Income Fund (CAPIX) an institutional-style private credit solution for all investors

Retrieved on: 
Wednesday, May 17, 2023

METRO CHICAGO, Ill., May 17, 2023 /PRNewswire/ -- Calamos Investments LLC * announced it has partnered with premier institutional advisor and private credit leader Aksia to launch Calamos Aksia Alternative Credit and Income Fund (CAPIX)(the "Fund"), an innovative closed-end interval fund providing all investors with access to the broad spectrum of private credit investments, a core allocation of global institutional investors.

Key Points: 
  • METRO CHICAGO, Ill., May 17, 2023 /PRNewswire/ -- Calamos Investments LLC * announced it has partnered with premier institutional advisor and private credit leader Aksia to launch Calamos Aksia Alternative Credit and Income Fund (CAPIX)(the "Fund"), an innovative closed-end interval fund providing all investors with access to the broad spectrum of private credit investments, a core allocation of global institutional investors.
  • CAPIX is advised by Calamos Advisors LLC with Aksia LLC as subadvisor, combining the complementary expertise of Calamos, a leader in liquid alternatives, and Aksia, a leader in institutional alternatives and private credit.
  • Registered private credit offerings have recently gained traction in the market, but many private credit registered funds focus narrowly on US direct lending.
  • Calamos Aksia Alternative Credit and Income Fund (CAPIX) will be available for daily purchase by both accredited and non-accredited investors across a range of investment platforms.

Granahan Investment Management Hires Kelvin Jiang, CFA, as Portfolio Manager

Retrieved on: 
Monday, May 15, 2023

WALTHAM, Mass., May 15, 2023 /PRNewswire/ -- Granahan Investment Management, LLC, an employee-owned SEC-registered small cap growth equity specialist, today announced the appointment of Kelvin Jiang, CFA, as portfolio manager.

Key Points: 
  • WALTHAM, Mass., May 15, 2023 /PRNewswire/ -- Granahan Investment Management, LLC, an employee-owned SEC-registered small cap growth equity specialist, today announced the appointment of Kelvin Jiang, CFA, as portfolio manager.
  • Before joining Granahan, Jiang was a portfolio manager and senior equity analyst for Monarch Partners Asset Management, where he focused on investments across small cap, micro cap, and SMID cap strategies.
  • At Monarch, Jiang covered the technology sector, including semiconductors, software, IT services, communication services, fintech, Internet, digital media, and e-commerce firms.
  • "Kelvin is an experienced portfolio manager, with deep expertise in technology, a key area of focus for Granahan.

CALAMOS INVESTMENTS TEAMS WITH NBA SUPERSTAR GIANNIS ANTETOKOUNMPO TO DELIVER POSITIVE SOCIETAL RETURNS THROUGH THE LAUNCH OF NEW SUSTAINABLE FUNDS

Retrieved on: 
Monday, February 6, 2023

This new suite of ESG funds will enable investors to participate in a product that focuses on performing – striving to beat the S&P 500 with lower risk over the long term -- and seeking to deliver positive societal impact. Calamos will apply its proprietary environmental and impact scoring system that assesses a company's ability to effectively mitigate environmental, social and governance risk, evaluating six categories: product contribution, life cycle innovation, operational efficiency, inclusive finance, ensuring health, and basic services.

Key Points: 
  • To meet this goal, together, they are launching the new Calamos Antetokounmpo Sustainable Equity Funds, a suite of ESG funds that will be publicly accessible to investors.
  • John Koudounis and Giannis Antetokounmpo share the goals of economic empowerment, financial education, and giving back, especially to young people in the community.
  • Antetokounmpo will not make investment decisions in the funds, but he will serve on the funds' board of directors.
  • He continues the expansion of Calamos' actively managed product offerings to meet growing investor demand.