BNET Industries

Market Cap:$210.5M
Last Fiscal Year Sales:$391.5M
  • Public
Dow Jones Description

Unless the context otherwise requires, references to we, us, our and our company refer to Calamos Asset Management, Inc., a Delaware corporation incorporated on July 23, 2004, and its consolidated subsidiaries, including Calamos Holdings LLC and the operating company subsidiaries of Calamos Holdings LLC.

Chief Executive Officer
John P. Calamos Sr.
Number of Employees 320
Contact Information

calamos.com

NAICS Code Miscellaneous Financial Investment Activities: 523999

Recent Events

  • Calamos Asset Management, Inc. Reports Third Quarter 2009 Results and Declares Dividend

    10/27/09 - Financial Announcement - View Story

  • Calamos Asset Management appoints exec for institutional business in Europe

    10/12/09 - Mgmt. Change Entering - Other - View Story

  • The Ratings Game: Analysts see fortunes improving for fund firms

    9/25/09 - Bond / Stock Rating - View Story

  • Calamos Asset Management, Inc. Reports Second Quarter 2009 Results and Declares Dividend

    7/28/09 - Financial Announcement - View Story

News & Analysis

calamos asset management inc. and seeking alpha - All News and Analysis

Decision Makers

Name (plus bio) Position
John P. Calamos Sr. Chief Executive Officer
Philip (Phipps) E. Moriarty, II President, Calamos Financial Services Llc
Cris Wasiak CFO
Cristina Wasiak Senior Vice President, Chief Financial Officer and Treasurer
James J. Boyne Senior Vice President, General Counsel and Chief Operating Officer Distribution
Nick P. Calamos Senior Executive Vice President and Co-Chief Investment Officer
Nimish S. Bhatt Chief Operating Officer
Randall T. Zipfel Senior Vice President, COO - Investments and It
Robert M. Kunimura Senior Vice President and Chief Technology Officer
Scott Craven Jones Chief Administrative Officer
Timothy W. Kaczmarek CTO & Executive Vice President
James F. Baka Executive Vice President Wealth, Management
James S. Hamman Executive Vice President
Philip E. Moriarty Executive Vice President
Maryann Bianchini Senior Vice President
Patrick Imeson Senior Vice President
Ken Fincher Vice President
Scott Henderson Associate Vice President
Arthur L. Knight Business Consultant and Independent Director
Gary J Felsten Senior Vice President and Director of Human Resources
Maryellen T. Thielen Director, Investor Relations
Peter D Nash Director, Investor Relations
Karen Kane Coordinator, Corp & Media
Phipps Moriarty
Patrick H. Dudasik Treasurer

Board of Directors

Name (plus bio) Position
Richard W Gilbert Chairman
Bradford Bulkley Board of Directors
G Bradford Bulkley Board of Directors
Mitchell Feiger Board of Directors

John P. Calamos, Sr., is chairman, chief executive officer and chief investment officer of the firm he founded in 1977, which he took public as Calamos Asset Management in 2004. A pioneer in investment strategies and techniques to help manage risk, Mr. Calamos has created a reputation for using investment techniques to control risk, preserve capital and build wealth for clients over the long term. From its origins as an institutional convertible bond manager, Calamos Investments has grown into a diversified asset management firm with major institutional and individual clients in the U.S. and around the world. Mr. Calamos received his undergraduate degree in Economics and M.B.A. in Finance from the Illinois Institute of Technology. Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major. It was during his time in the Air Force that Mr. Calamos became intrigued by the risk management aspects of convertible bonds. By applying option price theory to the valuation of convertibles he was able to demonstrate the benefit of convertibles as part of an of investment strategy and began to attract institutional investors who remain clients today. Mr. Calamos won the Ernst & Young Entrepreneur Of The Year® award for the financial services sector, Lake Michigan Area program for 2006. He is a member of the Investment Analysts Society of Chicago. A frequent speaker at investment seminars and conferences, he has taught graduate level courses on finance and investments and is often quoted as an authority on risk-managed investment strategies in Barron's, Fortune, Forbes, Pensions & Investments, Financial World, Nation's Business, The Wall Street Journal and on CNBC and Bloomberg Forum. 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—read an excerpt now. The author of a chapter on convertibles for the Pension Investment Handbook by Ibbotson Associates, he has also written articles for publications such as Personal Financial Planning, Pension World, Pensions & Investments, Journal of Investing and Financial Executive. Mr. Calamos' latest press interviews include appearances on Kudlow & Company, Bloomberg's Market Week, Open Exchange with Suzy Asaad, CNNfn's Halftime Report, and Nightly Business Report.

Organization Position Status
Calamos Asset Management, Inc. Chief Executive Officer Current
Calamos Asset Management, Inc. Chairman Current
Calamos Asset Management, Inc. Chief Investment Officer Former
Calamos Asset Management, Inc. Director Former
Illinois Institute of Technology M.B.A. In Finance Former
Southern Illinois University Undergraduate Degree In Economics Former
Illinois Institute of Technology Undergraduate Degree In Economics Former

Organization Position Status
Calamos Asset Management, Inc. President, Calamos Financial Services Llc Current
Calamos Asset Management, Inc. Executive Vice President Former
Calamos Asset Management, Inc. National Sales Manager, Intermediary Channels Former
Calamos Asset Management, Inc. Head of Distribution and Business Development Former
Kellogg School of Management at Northwestern University MBA Former
Yale University Bachelor's Degree Former

Cristina Wasiak, 56, is our Senior Vice President and Chief Financial Officer. Ms. Wasiak joined the company in 2008 and is responsible for all financial and budgeting areas of the company. Ms. Wasiak had been a partner of Tatum, LLC since 2004. During her tenure at Tatum, Ms. Wasiak assisted in the reconstruction efforts at HealthSouth Corporation and was the Chief Financial Officer of LaserGrade. Ms. Wasiak holds an MBA from Harvard University and a Bachelor of Arts from Princeton University.

Organization Position Status
Calamos Asset Management, Inc. CFO Current
Calamos Global Current
Laser Grade Chief Financial Officer Former
Harvard University MBA Former
Princeton University Bachelor of Arts Former

Organization Position Status
Calamos Global Interim Chief Financial Officer Current
Calamos Asset Management, Inc. Senior Vice President, Chief Financial Officer and Treasurer Current
Tatum LLC Partner Current
Laser Grade Chief Financial Officer Former
Harvard University MBA Former
Princeton University Bachelor of Arts Former

Organization Position Status
Calamos Global Senior Vice President, General Counsel and Chief Operating Officer Distribution Current
Calamos Asset Management, Inc. Senior Vice President, General Counsel and Chief Operating Officer Distribution Current
Calamos Asset Management, Inc. Board of Directors Current
McDonnell Investment Management, LLC Chief Operating Officer Former
Jenner & Block LLP Senior Vice President Former
Van Kampen Investments Inc. Senior Vice President and Deputy General Counsel Former
McDonnell Investment Management, LLC Executive Managing Director Former
Jenner & Block LLP Attorney Former
McDonnell Investment Management, LLC General Counsel Former
Van Kampen Investments Inc. Assistant Secretary Former
IIT Chicago-Kent College of Law J.D. Degree Former
Chicago-Kent College of Law Degree Former

Organization Position Status
Calamos Global Senior Executive Vice President and Co-Chief Investment Officer Current
Calamos Asset Management, Inc. Senior Executive Vice President and Co-Chief Investment Officer Current
Calamos Asset Management, Inc. Director Current
CFA Institute CEO Peer Group Former
Calamos Asset Management, Inc. Portfolio Manager Former
Calamos Asset Management, Inc. Head of Investments Former
Kudlow & Company, LLC NA Former
CNBC NA Former
Southern Illinois University Undergraduate Degree In Economics Former

Nimish Bhatt oversees the operations, accounting and administration of our investment products. Before joining our predecessor company in 2004, he spent more than 15 years in accounting and tax administration in the financial services industry. From 1996 to 2003, Bhatt worked for BISYS Investment Services, where he last served as senior vice president of alternative investment products, tax and quality assurance. Bhatt has a bachelor's degree in advanced accounting and auditing and a law degree in taxation from India's Gujarat University. He also has an MBA from Ohio State University. Bhatt is a member of the Investment Company Institute's Accounting/Treasurer Committee and the board of National Investment Company Service Association.

Organization Position Status
Calamos Asset Management, Inc. Chief Operating Officer Current
Calamos Global Senior Vice President and Director of Operations Current
Calamos Asset Management, Inc. Senior Vice President, Operations Current
Calamos Asset Management, Inc. Director of Operations Current
Calamos Asset Management, Inc. Executive Vice President Former
Calamos Asset Management, Inc. Accounting and Tax Administration Former
Kmart Corporation Former
Calamos Asset Management, Inc. Board of Directors Former
The Ohio State University MBA Former
Gujarat University Law Degree In Taxation Former
Gujarat University Bachelor's Degree In Advanced Accounting Former
Gujarat University Degree In Taxation Former

Organization Position Status
Calamos Asset Management, Inc. Senior Vice President, COO - Investments and It Current
Calamos Global Senior Vice President and Chief Operating Officer, Investments and It Current
Bellarmine University MBA Former
Bowling Green State University Bachelor's Degree In Computer Science and Business Systems Former

Organization Position Status
Calamos Asset Management, Inc. Senior Vice President and Chief Technology Officer Current
Calamos Global Senior Vice President and Chief Technology Officer Current
Association for Computing Machinery Board of Directors Current
Association for Computing Machinery Member Current
Connor Associates Operations Analyst Former
O'Connor Associates, LLC Operations Analyst Former
Northwestern University Bachelor's Degree Former

Organization Position Status
Calamos Asset Management, Inc. Chief Administrative Officer Current
Calamos Global Executive Vice President and Chief Administrative Officer Current
Calamos Asset Management, Inc. Executive Vice President Current
Northwestern University School of Law Jd Former
Trinity College Bachelor's Degree Former

Organization Position Status
Calamos Asset Management, Inc. CTO & Executive Vice President Current

Mr. Baka oversees our wealth management group, which provides investment services to high net worth individuals, family offices and private foundations. Previously, Mr. Baka was our senior vice president and national sales manager-institutional sales, with responsibility for the institutional services and private wealth management areas. Before joining our predecessor company in 2003, Mr. Baka was vice president for Fidelity Investments in Chicago for nine years. He received his bachelor's degree in Finance and Management from Arizona State University.

Organization Position Status
Calamos Asset Management, Inc. Executive Vice President Wealth, Management Current
Calamos Asset Management, Inc. National Sales Manager, Institutional Sales Former
Arizona State University Bachelor's Degree In Finance Former

Jim Hamman is responsible for all legal, compliance and internal audit matters for the company. Before joining our predecessor company in 1998, Hamman was vice president and associate counsel for Scudder Kemper Investments, Inc. in Chicago from 1996 to 1998. In this role, he was responsible for legal and compliance matters related to the registration and administration of Kemper mutual funds. From 1993 to 1996, he was an associate with Vedder, Price, Kaufman and Kammholz, P.C., providing legal advice on general corporate and securities matters, with an emphasis on investment services law. Hamman has a bachelor's degree in accounting from the University of Notre Dame and a J.D. from Northwestern University School of Law.

Organization Position Status
Calamos Asset Management, Inc. Executive Vice President Current
Calamos Asset Management, Inc. Secretary Current
Scudder Kemper Investments Vice President Former
Vedder, Price, Kaufman & Kammholz Associate Former
Scudder Kemper Investments Associate Counsel Former
Calamos Asset Management, Inc. General Counsel Former
Northwestern University School of Law J.D. Former
University of Notre Dame Bachelor's Degree In Accounting Former

Philip E. Moriarty, II, 39, is our Executive Vice President, Head of Distribution and Business Development, and is President of Calamos Financial Services LLC. Mr. Moriarty oversees all our distribution activities as well as our marketing, business and product development. Before assuming his current role in 2007, Mr. Moriarty was our Senior Vice President and National Sales Manager Intermediary Channels, where he was responsible for managing our intermediary channel sales force and expanding our client relationships. Immediately prior to joining our company in 2005, Mr. Moriarty was a managing director overseeing UBS Midwest institutional distribution team from 2001 to 2005. Mr. Moriarty received his bachelor s degree from Yale University and his MBA from the Kellogg School of Management at Northwestern University.

Organization Position Status
Calamos Asset Management, Inc. Executive Vice President Current

Organization Position Status
Calamos Asset Management, Inc. Senior Vice President Current
Calamos Asset Management, Inc. Director Client Relationship Management Current

Patrick Imeson co-founded Calim Private Equity and has served as Managing Director since the firm's inception. Imeson brings to Calim a diverse career in finance and company operations. As a Senior Vice President of Calamos Asset Management, he lead initiatives in sales and marketing of alternative investments and international relationships. He has also held senior executive and entrepreneurial responsibilities in sectors ranging from engineering, regional airlines, insurance, food & beverage, to mining. Imeson was educated at New Mexico Military Institute and the U.S. Naval Academy at Annapolis, MD.

Organization Position Status
Calamos Asset Management, Inc. Senior Vice President Current
Calim Private Equity, LLC Managing Director Current
Calyx Financial LLC Chairman Current
Calim Private Equity, LLC Co-Founder Former
Calamos Asset Management, Inc. senior representative Former
New Mexico Military Institute Former
United States Naval Academy Md Former

Organization Position Status
Calamos Asset Management, Inc. Vice President Current

Organization Position Status
Calamos Asset Management, Inc. Associate Vice President Current

Since 1994, Arthur Knight has served as a business consultant and independent director for a number of private and public industrial, financial and service companies. Currently, he serves on the board of directors of STS Consultants, Ltd. and High-Tech Plastics, Inc. Before 1994, Knight was president, chief executive officer and a director of Morgan Products, Ltd., a New York Stock Exchange-listed company. Previously, he held a number of executive positions with Houdaille Industries, Inc, also a New York Stock Exchange-listed company, and its successors. His final position at Houdaille was president, chief executive officer and director of John Crane Houdaille, Inc. Knight is a member of the National Association of Corporate Directors. He received a bachelor's degree from Dartmouth College, Hanover, N.H., and an MBA from the University of New York at Buffalo.

Organization Position Status
Calamos Asset Management, Inc. Business Consultant and Independent Director Current
Calamos Asset Management, Inc. Chairman Current
Calamos Global Board of Directors Current
National Association of Corporate Directors Board of Directors Current
Calamos Asset Management, Inc. Board of Directors Current
STS Consultants, Inc. Board of Directors Current
Hi-Tech Plastics Board of Directors Current
National Association of Corporate Directors Member Current
Morgan Products Inc Chief Executive Officer Former
Morgan Products Inc President Former
Morgan Products Inc Executive Positions Former
Morgan Products Inc Director Former
University of New York at Buffalo MBA Former
Dartmouth College Bachelor's Degree Former

Mr. Felsten is responsible for oversight of the human resources department. Prior to joining Calamos in 2007, Mr. Felsten was managing director of human resources at the CFA Institute in Charlottesville, Virginia for almost three years. He has also held several senior human resources management positions at UBS Global Asset Management and its predecessor company, Brinson Partners, Inc. Mr. Felsten received his bachelor’s degree in Personnel Management from Western Illinois University and his master’s degree in Industrial Relations from Loyola University of Chicago.

Organization Position Status
Calamos Asset Management, Inc. Senior Vice President and Director of Human Resources Current
Calamos Global Senior Vice President and Director of Human Resources Current
CFA Institute Current
Loyola University Chicago Master's Degree In Industrial Relations Former

Organization Position Status
Calamos Asset Management, Inc. Director, Investor Relations Current

Organization Position Status
Calamos Asset Management, Inc. Director, Investor Relations Current

Organization Position Status
Calamos Asset Management, Inc. Coordinator, Corp & Media Current

Organization Position Status
Calamos Asset Management, Inc. Current
Kellogg School of Management at Northwestern University MBA Former
Yale University Bachelor's Degree Former

Organization Position Status
Bulkley Capital Managing Director Current
Horton Insurance Agency Inc. Independent Director Current
Calamos Asset Management, Inc. Chairman Current
Horton Insurance Agency Inc. Director Current
Calamos Asset Management, Inc. Board of Directors Current
Calamos Global Board of Directors Current
Bulkley Capital Director and Advisory Board Member Current
National Association of Corporate Directors Board of Directors Current
National Association of Corporate Directors Member Current
Pioneer Press Newspapers Inc. Chief Executive Officer Former
Greyhound Lines, Inc. Chief Executive Officer Former
Des Moines Register Co. President Former
Calamos Asset Management, Inc. President Former
Park Communications President Former
The Storehouse Chief Financial Officer Former
Park Communications Chief Operating Officer Former
Pioneer Press Newspapers Inc. Publisher Former
Des Moines Register Co. Publisher Former
Park Communications Publisher Former
Enginetech Inc. co-founder Former
Federal Home Loan Bank of Chicago Chairman and Director Former
Federal Home Loan Bank Chairman Former
Federal Home Loan Bank of Chicago Director Former
Federal Home Loan Bank Director Former
Simpson College Former

Organization Position Status
Calamos Asset Management, Inc. Board of Directors Current
National Association of Corporate Directors Member Current
Association for Corporate Growth Member Current
Harris N.A. Former

Organization Position Status
Bulkley Capital President and Founder Current
Calamos Global Board of Directors Current
Calamos Asset Management, Inc. Board of Directors Current
National Association of Corporate Directors Board of Directors Current
Association for Corporate Growth Member Current
National Association of Corporate Directors Member Current
Nacd Member Current
Association for Corporate Growth Member Current
The Savings Bank Former
Harris N.A. Former
DePaul University Mba In Finance Former
Trinity University Bachelor's Degree Former
Trinity University Business Administration With A Specialty In Finance Former
Harvard Business School Former

Organization Position Status
MB Financial Inc. Chief Executive Officer Current
MB Financial Bank President and Chief Executive Officer Current
Institute for Truth In Accounting President & CEO, Mb Financial Inc., Chicago, Il Current
Mb Mortgage Corporation Director and President and Chief, Executive Officer Current
MB Financial Inc. President Former
Mb Mortgage Corporation Director Current
Calamos Global Board of Directors Current
Institute for Truth In Accounting Board of Directors Current
MB Financial Inc. Director Current
Calamos Asset Management, Inc. Board of Directors Current
Union Bank NA Director Current
MB Financial Bank Director Current
M&B Corporation Chief Executive Officer Former
Touche Ross & Co. NA Former
University of Chicago MBA Former
University of Chicago Graduate School of Business MBA Former
University of Illinois Bachelor's Degree Former
University of Illinois Degree In Engineering Former

Pat Dudasik is responsible for general corporate oversight as well as management of the accounting, finance, operations, information technology and facilities functions. He joined our predecessor company in 2001. Previously, Dudasik worked for 18 years at Zurich Kemper Investments, Inc., where he last served as executive vice president and chief financial officer. Prior to that, he worked at KPMG LLP for three years. Dudasik has a bachelor's degree in accounting from Southern Illinois University and is a CPA.

Organization Position Status
Calamos Asset Management, Inc. Treasurer Current
Southern Illinois University Bachelor's Degree In Accounting Former
Calamos Asset Management, Inc. Executive Vice President Former

Executive News

  • Is hedge fund right for Chicago Reader?

    Chicago Tribune - 8/29/09 - View Story

  • Creative Loafing going corporate

    Tampa Tribune - 8/26/09 - View Story

  • MB Financial Bank Selects Elavon for Merchant Card Processing Alliance

    RBC Dain Raushcer - 8/21/09 - View Story

  • Calamos likes tech; convertibles still a good bet

    Reuters - 8/19/09 - View Story

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CLMS $10.73 +0.02 (0.19% )
Volume 185,287
Shares Outstanding 19.6M
Market Cap 210.5M
Year High 15.46
Year Low 2.74
Earnings Per Share -0.95
P/E Ratio N/A
Dividend 0.22
Yield 2.050
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