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Calamos Convertible Opportunities and Income Fund (CHI.O)

CHI.O on Nasdaq

11.00USD
30 Mar 2017
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Summary

Name Age Since Current Position

John Calamos

75 2002 President, Trustee

Nimish Bhatt

52 2007 Chief Financial Officer, Vice President

Mark Mickey

64 2005 Chief Compliance Officer

J. Christopher Jackson

64 2010 Vice President, Secretary

Robert Behan

51 2013 Vice President

Gary Black

54 2012 Vice President

Curtis Holloway

48 2010 Treasurer

Stephen Timbers

71 2005 Lead Independent Trustee

Weston Marsh

64 2002 Independent Trustee

John Neal

66 2002 Independent Trustee

William Rybak

65 2002 Independent Trustee

David Tripple

72 2006 Independent Trustee

Biographies

Name Description

John Calamos

Mr. John P. Calamos is President, Trustee of Calamos Convertible Opportunities and Income Fund. He is 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).

Nimish Bhatt

Mr. Nimish S. Bhatt is Chief Financial Officer, Vice President of Calamos Convertible Opportunities and Income Fund. He is Senior Vice President (since 2004), Chief Financial Officer (since May 2011), Head of Fund Administration (since November 2011), CAM, CILLC, Calamos Advisors, and CWM; Director, Calamos Global Funds plc (since 2007); prior thereto Director of Operations (2004-2011).

Mark Mickey

Mr. Mark J. Mickey is Chief Compliance Officer of Calamos Convertible Opportunities and Income Fund. He is Chief Compliance Officer (of CHY, CSQ and CGO since 2005 and of CHW since 2007). He is Chief Compliance Officer, Calamos Funds (since 2005).

J. Christopher Jackson

Mr. J. Christopher Jackson is Vice President, Secretary of Calamos Convertible Opportunities and Income Fund. He is Senior Vice President, General Counsel and Secretary, CAM, CILLC, Calamos Advisors; CFS and CWM (since 2010); Director, Calamos Global Funds plc (since 2011); Director, Calamos Arista Strategic Master Fund Ltd. and Calamos Arista Strategic Fund Ltd. (2013-2014); prior thereto Director, U.S. Head of Retail Legal and Co-Global Head of Retail Legal of Deutsche Bank AG (2006-2010).

Robert Behan

Mr. Robert F. Behan is Vice President of Calamos Convertible Opportunities And Income Fund. He is Executive Vice President, Head of Global Distribution (since April 2013), CFS; prior thereto, Senior Vice President (2009-2013), Head of US Intermediary Distribution (2010-2013); prior thereto, Head of Strategic Partners Team (2010-2010); prior thereto, National Accounts/Retirement Services (2009-2010).

Gary Black

Mr. Gary D. Black is Vice President of Calamos Convertible Opportunities and Income Fund, since September 2012. He is Executive Vice President, Global Co-Chief Investment Officer (since August 2012), CAM, CILLC, Calamos Advisors, and CWM; prior thereto CEO, Chief Investment Officer and Founding Member of Black Capital (2009-2012).

Curtis Holloway

Mr. Curtis Holloway is Treasurer of Calamos Convertible Opportunities and Income Fund. He is Vice President, Fund Administration (since 2013), Calamos Advisors; Treasurer (of Calamos Investment Trust, Calamos Advisors Trust, CHI, CHY, CSQ, CGO and CHW since 2010, of Calamos ETF Trust since 2013 and of CCD since 2015); prior thereto, Assistant Treasurer (2007-2010).

Stephen Timbers

Mr. Stephen B. Timbers is Lead Independent Trustee of Calamos Convertible Opportunities and Income Fund. He is a Private investor. He is Trustee (of CHI, CHY, CSQ and CGO since 2004 and of CHW since 2007); Lead Independent Trustee (of CHI, CHY, CSQ and CGO since 2005 and of CHW since 2007).

Weston Marsh

Mr. Weston W. Marsh is an Independent Trustee of Calamos Convertible Opportunities and Income Fund. He is Trustee (of CHI since 2002, of CHY and CSQ since 2003, of CGO since 2004 and of CHW since 2007) Of Counsel and, until December 31, 2005, Partner, Freeborn & Peters LLP (law firm ).

John Neal

Mr. John E. Neal is Independent Trustee of Calamos Convertible Opportunities and Income Fund. He is Private investor; Director, Equity Residential Trust (publicly-owned REIT) and Creation Investment (private international microfinance company); Partner, Linden LLC (health care private equity).

William Rybak

Mr. William R. Rybak is Independent Trustee of Calamos Convertible Opportunities and Income Fund. He is Private investor; Director, Christian Brothers Investment Services Inc. (since February 2010); Director, Private Bancorp (since December 2003); formerly, Executive Vice President and Chief Financial Officer, Van Kampen Investments, Inc. and subsidiaries (investment manager); Director, Howe Barnes Hoefer & Arnett (until March 2011); Trustee, JNL Series Trust, JNL Investors Series Trust, JNL Variable Fund LLC and JNL Strategic Income Fund LLC**; Trustee, Lewis University (since October 2012).

David Tripple

Mr. David D. Tripple is an Independent Trustee of Calamos Convertible Opportunities and Income Fund. He is Private investor; Director, Equity Residential Trust (publicly-owned REIT) and Creation Investment (private international microfinance company); Partner, Linden LLC (health care private equity).