Emerging Markets in 2021: The Case for Increasing Exposure Now

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Speakers

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.

Nick Niziolek
CFA, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager
Calamos

As a Co-Chief Investment Officer, Nick Niziolek is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of International and Global Strategies, he manages investment team members and has portfolio management responsibilities for international, global and emerging market strategies. 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. Nick joined the firm in 2005 and has 19 years of industry experience, including tenures at ABN AMRO and Bank One. He received a B.S. in Finance and an M.B.A. from DePaul University.

Robert F. Behan, CFA
Executive Vice President, Chief Distribution Officer
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.

Todd Speed
CFA, Senior Vice President, Portfolio Specialist
Calamos

As a senior member of the Calamos portfolio specialist team, Todd focuses on global, international and emerging market equity strategies. Todd is responsible for communicating investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, Todd supports the co-portfolio managers and co-chief investment officers with the analysis of portfolio activity, positioning, and risk attribution. Todd joined the firm in 2010 and has 21 years of industry experience, including roles at BaincoInternational Investors, CFRA LLC and Deutsche Bank. Todd received a B.A. in Economics and Political Science from Duke University and an M.B.A. from the Fuqua School of Business. Todd holds Series 7 and 63 registrations.