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 London, New York and
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 48 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.
Mark Finn is a vice president of T. Rowe Price Group,
Inc., and T. Rowe Price Associates, Inc. He is the portfolio manager of
the Value Fund and chairman of its Investment Advisory Committee and
co-portfolio manager of the Institutional Large-Cap Value Fund. Mark is
also a vice president and Investment Advisory Committee member of the
Equity Income, New Era, Capital Opportunity, and Mid-Cap Value Funds
and is a vice president of the Balanced Fund. From 2005 to 2009, Mark
was an equity research analyst specializing in electric power
generation, utilities, and coal. Prior to this, he was an analyst in T.
Rowe Price's Fixed Income Division, where he also covered utilities and
power generation. From 1998 to 2001, Mark worked with the T. Rowe Price
recovery strategy team, where he evaluated financially distressed
companies. Mark began his career with T. Rowe Price in 1990 in the
Finance Division, where he served as controller of T. Rowe Price
Investment Services and as the principal accounting officer for the T.
Rowe Price realty income strategies. Prior to joining the firm, he had
five years of auditing experience with Price Waterhouse LLP, where he
worked on engagements for both public and private companies. Mark
earned a B.S. from the University of Delaware and has earned the
Chartered Financial Analyst designation. He is also a certified public