JOHN P. CALAMOS, SR.

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CALAMOS CONVERTIBLE & HIGH INCOME FUND

Filing Date Source Excerpt
2004-05-25 John P. Calamos, Sr., 63* Trustee and President (of CHI since 2002 and CHY since 2003) President and CEO, CH, CAM and CFS
2005-03-09 President and CEO, Calamos Asset Management, Inc. ("CAM") and Calamos Holdings LLC ("CHLLC"), Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2006-02-24 John P. Calamos, Sr., 65* Trustee and President (of CHI since 2002, of CHY and CSQ since 2003 and of CGO since 2005) - Principal Occupation: President and CEO, Calamos Asset Management, Inc. and Calamos Holdings LLC, Calamos Advisors LLC and its predecessor, and Calamos Financial Services LLC and its predecessor
2007-05-25 President and CEO, Calamos Asset Management, Inc. ("CAM") and Calamos Holdings LLC ("CHLLC"), Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2008-05-12 Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc.(“CAM”),Calamos Holdings LLC (“CHLLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2009-05-18 John P. Calamos, Sr., 68* - Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc. ("CAM"), Calamos Holdings LLC ("CHLLC") and Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2010-05-10 Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc. ("CAM"),Calamos Holdings LLC ("CHLLC") and Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and CEO and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2011-05-25 Chairman, CEO, and Co-Chief Investment Officer, CAM, Calamos Holdings LLC (“CHLLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2012-05-22 John P. Calamos, Sr., 71 Trustee and President (of CHI since 2002, of CHY and CSQ since 2003, of CGO since 2004 and of CHW since 2007) Principal Occupation(s) During Past 5 Years: Chairman, CEO, and Co- Chief Investment Officer, CAM, Calamos Investments LLC (CILLC) and Calamos Advisors LLC and its predecessor (Calamos Advisors) and Calamos Wealth Management, Inc. (CWM), and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (CFS); Director, CAM
2013-05-22 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC (CILLC) and Calamos Advisors LLC and its predecessor (Calamos Advisors) and Calamos Wealth Management, Inc. (CWM), and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (CFS); Director, CAM
2014-05-23 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC (CILLC), Calamos Advisors, and Calamos Wealth Management, Inc. (CWM); and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (CFS) (until 2013); Director, CAM
2015-06-04 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC; Chief Executive Officer, Calamos Financial Services LLC and its predecessor (until 2013)
2016-05-10 Chairman and Global Chief Investment Officer (CIO), CAM, Calamos Investments LLC (CILLC), Calamos Advisors, and Calamos Wealth Management LLC (CWM); previously CEO, Calamos Financial Services LLC and its predecessor (CFS) (until 2013); previously, Director, CEO and Co-CIO, CAM; previously CEO, CILLC, Calamos Advisors, and CWM
2017-05-04 Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2018-05-14 Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2019-05-24 Founder, Chairman and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor, CAM, CILLC, Calamos Advisors, and CWM; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2020-05-14 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor; Served for multiple years as a trustee of the Funds; more than 25 years of experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2021-05-12 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2022-05-11 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2023-05-08 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM; Global Chief Investment Officer, Calamos Antetokounmpo Asset Management LLC ("CGAM"); and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM
2024-05-14 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; Director, CAM; Global Chief Investment Officer, Calamos Antetokounmpo Asset Management LLC; and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor, CAM CILLC, Calamos Advisors, and CWM

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

Filing Date Source Excerpt
2004-05-25 John P. Calamos, Sr., 63* Trustee and President (of CHI since 2002 and CHY since 2003) President and CEO, CH, CAM and CFS
2005-03-09 John P. Calamos, Sr., 64* Trustee and President (of CHI since 2002 and of CHY and CSQ since 2003) - President and CEO, Calamos Asset Management, Inc. ("CAM") and Calamos Holdings LLC ("CHLLC"), Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2006-02-24 John P. Calamos, Sr., 65* Trustee and President (of CHI since 2002, of CHY and CSQ since 2003 and of CGO since 2005) ... Principal Occupation(s): President and CEO, Calamos Asset Management, Inc. and Calamos Holdings LLC, Calamos Advisors LLC and its predecessor, and Calamos Financial Services LLC and its predecessor; Director, Calamos Asset Management, Inc.
2007-05-25 President and CEO, Calamos Asset Management, Inc. ("CAM") and Calamos Holdings LLC ("CHLLC"), Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2008-05-12 Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc.(“CAM”),Calamos Holdings LLC (“CHLLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2009-05-18 John P. Calamos, Sr., 68 - Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc., Calamos Holdings LLC and Calamos Advisors LLC; President and Co-Chief Investment Officer, Calamos Financial Services LLC
2010-05-10 Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc. ("CAM"),Calamos Holdings LLC ("CHLLC") and Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and CEO and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2011-05-25 Chairman, CEO, and Co-Chief Investment Officer, CAM, Calamos Holdings LLC (“CHLLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2012-05-22 John P. Calamos, Sr., 71 Trustee and President (of CHI since 2002, of CHY and CSQ since 2003, of CGO since 2004 and of CHW since 2007) Chairman, CEO, and Co- Chief Investment Officer, CAM, Calamos Investments LLC (“CILLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”) and Calamos Wealth Management, Inc. (“CWM”), and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2013-05-22 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC (CILLC) and Calamos Advisors LLC and its predecessor (Calamos Advisors) and Calamos Wealth Management, Inc. (CWM), and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (CFS); Director, CAM
2014-05-23 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC (“CILLC”) , Calamos Advisors, and Calamos Wealth Management, Inc. (“CWM”); and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (“CFS”) (until 2013); Director, CAM
2015-06-04 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC; Chief Executive Officer, Calamos Financial Services LLC and its predecessor (until 2013)
2016-05-10 Chairman and Global Chief Investment Officer (CIO), CAM, Calamos Investments LLC, Calamos Advisors, and Calamos Wealth Management LLC; previously CEO, Calamos Financial Services LLC and its predecessor; previously Director, CEO and Co-CIO, CAM; previously CEO, CILLC, Calamos Advisors, and CWM.
2017-05-04 Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2018-05-14 Founder, Chairman and Global Chief Investment Officer ("CIO"), CAM, Calamos Investments LLC ("CILLC"), Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director of CAM and previously CEO, Calamos Financial Services LLC and its predecessor ("CFS"), CAM, CILLC, Calamos Advisors, and CWM; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2019-05-24 Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2020-05-14 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; earned a Masters of Business Administration degree.
2021-05-12 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2022-05-11 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2023-05-08 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM; Global Chief Investment Officer, Calamos Antetokounmpo Asset Management LLC ("CGAM"); and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM
2024-05-14 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; Director, CAM; Global Chief Investment Officer, Calamos Antetokounmpo Asset Management LLC; and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor, CAM CILLC, Calamos Advisors, and CWM

CALAMOS STRATEGIC TOTAL RETURN FUND

Filing Date Source Excerpt
2005-03-09 President and CEO, Calamos Asset Management, Inc. ("CAM") and Calamos Holdings LLC ("CHLLC"), Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2006-02-24 John P. Calamos, Sr., 65 Trustee and President (of CHI since 2002, of CHY and CSQ since 2003 and of CGO since 2005) Principal Occupation(s): President and CEO, Calamos Asset Management, Inc. and Calamos Holdings LLC, Calamos Advisors LLC and its predecessor, and Calamos Financial Services LLC and its predecessor; Director, Calamos Asset Management, Inc.
2007-05-25 President and CEO, Calamos Asset Management, Inc. ("CAM") and Calamos Holdings LLC ("CHLLC"), Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2008-05-12 Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc.(“CAM”),Calamos Holdings LLC (“CHLLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2009-05-18 John P. Calamos, Sr., 68* - Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc. ("CAM"), Calamos Holdings LLC ("CHLLC") and Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2010-05-10 Chairman, CEO, and Co-Chief Investment Officer, Calamos Asset Management, Inc. ("CAM"),Calamos Holdings LLC ("CHLLC") and Calamos Advisors LLC and its predecessor ("Calamos Advisors"), and CEO and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor ("CFS"); Director, CAM
2011-05-25 Chairman, CEO, and Co-Chief Investment Officer, CAM, Calamos Holdings LLC (“CHLLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”), and President and Co-Chief Investment Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2012-05-22 John P. Calamos, Sr., 71** Trustee and President (of CHI since 2002, of CHY and CSQ since 2003, of CGO since 2004 and of CHW since 2007) Chairman, CEO, and Co- Chief Investment Officer, CAM, Calamos Investments LLC (“CILLC”) and Calamos Advisors LLC and its predecessor (“Calamos Advisors”) and Calamos Wealth Management, Inc. (“CWM”), and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (“CFS”); Director, CAM
2013-05-22 John P. Calamos, Sr., 72 Trustee and President (of CHI since 2002, of CHY and CSQ since 2003, of CGO since 2004 and of CHW since 2007) Principal Occupation(s) During Past 5 Years: Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC and Calamos Advisors LLC and its predecessor and Calamos Wealth Management, Inc., and Chief Executive Officer, Calamos Financial Services LLC and its predecessor; Director, CAM
2014-05-23 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC (CILLC), Calamos Advisors, and Calamos Wealth Management, Inc. (CWM); and Chief Executive Officer, Calamos Financial Services LLC and its predecessor (CFS) (until 2013); Director, CAM
2015-06-04 Chairman, CEO, and Global Co-Chief Investment Officer, CAM, Calamos Investments LLC (“CILLC”), Calamos Advisors, and Calamos Wealth Management LLC (“CWM”); Chief Executive Officer, Calamos Financial Services LLC and its predecessor (“CFS”) (until 2013)
2016-05-10 Chairman and Global Chief Investment Officer (CIO), CAM, Calamos Investments LLC, Calamos Advisors, and Calamos Wealth Management LLC; previously CEO and Director of related financial firms.
2017-05-04 Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2018-05-14 Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2021-05-12 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2022-05-11 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree
2023-05-08 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC ("CWM"); Director, CAM; Global Chief Investment Officer, Calamos Antetokounmpo Asset Management LLC ("CGAM"); and previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor ("CFS"), CAM CILLC, Calamos Advisors, and CWM
2024-05-14 Founder, Chairman, and Global Chief Investment Officer, CAM, CILLC, Calamos Advisors and its predecessor, and Calamos Wealth Management LLC; Director, CAM; Global Chief Investment Officer, Calamos Antetokounmpo Asset Management LLC; previously Chief Executive Officer, Calamos Financial Services LLC and its predecessor; Served for multiple years as a trustee of the Funds; more than 25 years of experience in the financial services industry; experience serving on boards of other entities, including other investment companies; and earned a Masters of Business Administration degree

Data sourced from SEC filings. Last updated: 2026-02-03