Harness the Power of Convertibles as an Equity Alternative – Calamos Investments – 10.12.23

Overview:
Title: Harness the Power of Convertibles as an Equity Alternative
Date: Thursday, October 12, 2023
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Most convertibles ETFs in the marketplace are passive and focus on identifying convertibles that offer balanced attributes—that is, a blend of credit and equity sensitivities, until now.

Join the Calamos Team as they discuss the latest innovation in the convertibles market: the Calamos Convertible Equity Alternative ETF (Ticker: CVRT).

  • First ETF to provide investors targeted access to equity-sensitive convertibles.
  • An innovative ETF solution with an active edge that seeks improved risk/reward over owning small and mid-cap growth stocks outright.
  • A tactical tool to balance a yield-heavy convertible position.

Speakers:
Scott Becker, CFA Scott Becker, CFA SVP, Head of Portfolio Specialists Calamos Investments

As head of the investment team’s portfolio specialist group, Scott is responsible for communicating our 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, he provides our co-portfolio managers and co-chief investment officers with analysis of portfolio activity, positioning, and risk attribution. He contributes more than 25 years of industry experience. Prior to joining Calamos in 2003, Scott worked at Merrill Lynch Investment Managers (MLIM) as an equity portfolio strategist and was the senior strategist for MLIM’s U.S. value equity portfolios. Previously, he was a senior product manager and a financial analyst with Van Kampen Funds. He received a B.S. in Finance from the University of Illinois. In addition to being a CFA charterholder, he holds a Series 7 license.
R. Scott Henderson R. Scott Henderson, CFA, CIMA®, CMFC SVP, Portfolio Specialist Calamos Investments

Scott Henderson joined Calamos in 1991 and has 30 years of experience. As a Portfolio Specialist, his responsibilities include the monitoring of investment portfolio activity, current positioning and risk attribution. He also represents the Investment Team in market and strategy reviews with institutional investors and financial advisors. Scott received a B.A. and an M.A. from the University of Illinois Urbana-Champaign. He is a CFA charterholder, holds Series 7, 24 and 63 licenses, has attained the Certified Investment Management AnalystSM designation, and is a Chartered Mutual Fund Counselor.
Matt Kaufman Matt Kaufman SVP, Head of ETFs Calamos Investments

Foreside Financial Services, LLC, Distributor.

Before investing, carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-866-363-9219. Read it carefully before investing.

Foreside Financial Services, LLC, Distributor.

Authorized Participant Concentration Risk — Only an Authorized Participant may engage in creation or redemption transactions directly with the Fund, and none of those Authorized Participants is obligated to engage in creation and/or redemption transactions. Convertible Securities Risk—The value of a convertible security is influenced by changes in interest rates, with investment value declining as interest rates increase and increasing as interest rates decline. Debt Securities Risk — Debt securities are subject to various risks, including interest rate risk, credit risk and default risk. Equity Securities Risk — The securities markets are volatile, and the market prices of the Fund’s securities may decline generally. Foreign Securities Risk — Risks associated with investing in foreign securities include fluctuations in the exchange rates of foreign currencies that may affect the U.S. dollar value of a security, the possibility of substantial price volatility as a result of political and economic instability in the foreign country, less public information about issuers of securities, different securities regulation, different accounting, auditing and financial reporting standards and less liquidity than in U.S. markets. High Yield Risk — High yield securities and unrated securities of similar credit quality (commonly known as “junk bonds”) are subject to greater levels of credit and liquidity risks. New Fund Risk — The Fund is a recently organized investment company with a limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decision. Options Risk—The Fund’s ability to close out its position as a purchaser or seller of an over-the-counter or exchange-listed put or call option is dependent, in part, upon the liquidity of the option market. Non-Diversification Risk — The Fund is classified as “non-diversified” under the 1940 Act. As a result, the Fund is only limited as to the percentage of its assets which may be invested in the securities of any one issuer by the diversification requirements imposed by the Internal Revenue Code of 1986, as amended. Portfolio Turnover Risk — The portfolio managers may actively and frequently trade securities or other instruments in the Fund’s portfolio to carry out its investment strategies. Small and Mid-Sized Company Risk — Small and mid-sized company stocks have historically been subject to greater investment risk than large company stocks. Synthetic Convertible Instruments Risk — The value of a synthetic convertible instrument will respond differently to market fluctuations than a convertible security because a synthetic convertible instrument is composed of two or more separate securities, each with its own market value.