USA Awards 2024 - CEO TODAY - - 13 - Can you tell us what makes Calamos Investments stand out? How has the firm developed over time, and how have you adapted to changes in the industry? Calamos’ firm values and relentless focus on innovation have allowed it to differentiate itself over time. We’re not interested in being a firm that offers every investment type or strategy at a low cost. We’re a premium brand specializing in delivering sophisticated liquid alternative investments, convertible securities, and personalized wealth management capabilities that our clients need. Our status as a private firm contributes powerful benefits to our culture, including the ability to innovate with speed, retain talent, foster loyalty, and maintain a collective, long-term perspective. Calamos has a highly tenured 350+ person associate base with an average of eight years with the firm. It’s not uncommon, however, to find tenures of 20 or 25 years—a testament to our culture and the prioritization of our people. The Calamos Antetokounmpo Global Sustainable Equities ETF, mentioned earlier, was brought to you by a joint venture between Calamos and Giannis Antetokounmpo. This marks the first time an asset manager and professional athlete team together as 50%/50% co-owners to deliver a suite of sustainable investment funds. This isn’t a sponsorship or endorsement relationship; Giannis is a co-owner and we are committed to delivering positive societal returns by donating up to 10% of our joint venture profits annually to charities that support themes of financial literacy and empowerment. In fact, the ticker “SROI” is an acronym for societal return on investment. The Fund is managed by our seasoned sustainable equities team who have spent the greater part of 30 years applying their proprietary sustainable investing screening and analyses to uncover what we believe are high-growth opportunities for investment consideration. These funds create access for investors seeking a sustainable investing approach, while also striving for positive impact. Giannis often speaks about his desire to have started investing early. Through SROI, we’re enabling mass access to a product that advances the theme of financial literacy. Finally, what should businesses know about Calamos Investments before choosing a firm to work with? Aside from this award, what other accomplishments make you and your team the one to choose? We view our success and longevity as a reflection of our ability to meet the demands of investors through long-term performance, organic growth, and strategic acquisition. Through that lens, our assets under management have nearly doubled, and we have expanded our presence in New York and Chicago, grown our wealth management capabilities, and reinforced our position as a longstanding and leading liquid alternatives manager. For more than 45 years, we’ve concepted better ways to serve our clients and investors. Our clients are at the heart of everything we do. Whether through Calamos Wealth Management or Calamos Investments, we remain steadfast in our commitment to put investors first, actively manage risk, and deliver innovation and excellence. “For more than 45 years, we’ve concepted better ways to serve our clients and investors.” President and CEO of Calamos Investments - John Koudounis Calamos Founder, Chairman & Global CIO, Calamos Investments - John P. Calamos, Sr. and American Financier and Chairman of the Milken Institute - Michael Milken
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