Edition:
United States

Calamos Convertible Opportunities and Income Fund (CHI.O)

CHI.O on Nasdaq

11.25USD
26 Jun 2017
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$0.02 (+0.18%)
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Summary

Name Age Since Current Position

John Calamos

77 2002 President, Trustee

Curtis Holloway

50 2017 Chief Financial Officer, Treasurer

Mark Mickey

66 2005 Chief Compliance Officer

J. Christopher Jackson

66 2010 Vice President, Secretary

Robert Behan

53 2013 Vice President

Thomas Herman

56 2016 Vice President

John Koudounis

51 2016 Vice President

Stephen Timbers

71 2005 Lead Independent Trustee

Virginia Breen

53 2015 Independent Trustee

Theresa Hamacher

57 2015 Independent Trustee

John Neal

67 2002 Independent Trustee

William Rybak

66 2002 Independent Trustee

David Tripple

73 2006 Independent Trustee

Biographies

Name Description

John Calamos

Mr. John P. Calamos is President, Trustee of the Company. He is Founder, Chairman and Global Chief Investment Officer (“CIO”), CAM, Calamos Investments LLC (“CILLC”), Calamos Advisors, 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

Curtis Holloway

Mr. Curtis Holloway is Chief Financial Officer, Treasurer of the Company. He is Treasurer (of CHI, CHY, CSQ, CGO and CHW since 2010 and of CCD since 2015), prior thereto Assistant Treasurer (of CHI, CHY, CSQ, CGO and CHW from 2007-2010). He is Senior Vice President, Head of Fund Administration, (since 2017), Calamos Advisors; Vice President, Fund Administration (2010-2017).

Mark Mickey

Mr. Mark J. Mickey is Chief Compliance Officer of the Company. 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 the Company. He is Senior Vice President, General Counsel and Secretary, CAM, CILLC, Calamos Advisors; and CFS (since 2010); Director, Calamos Global Funds plc and Calamos Investments (HK) Limited (since 2011)

Robert Behan

Mr. Robert F. Behan is Vice President of the Company. He is President (since 2015), Head of Global Distribution (since April 2013), CAM, CILLC, Calamos Advisors, CFS; prior thereto Executive Vice President (2013-2015), Senior Vice President (2009-2013), Head of US Intermediary Distribution (2010-2013)

Thomas Herman

Mr. Thomas E. Herman is Vice President of the Company. Prior thereto Chief Financial Officer (2016-2017). He serves as Senior Vice President and Chief Financial Officer, CAM, CILLC, Calamos Advisors, CWM, and CFS (since 2016); Chief Financial Officer and Treasurer, Harris Associates (2010-2016).

John Koudounis

Mr. John S. Koudounis is Vice President of the Company. He is Chief Executive Officer, CAM, CILLC, Calamos Advisors, CWM, and CFS (since 2016); Director, CAM (2016-2017); President and Chief Executive Officer (2010-2016), Mizuho Securities USA Inc.

Stephen Timbers

Mr. Stephen B. Timbers is Lead Independent Trustee of the Company. 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).

Virginia Breen

Ms. Virginia G. Breen is Independent Trustee of the Company. She is Private Investor; Trustee, Neuberger, Berman Fund Complex (since 2015). Trustee, Jones Lang LaSalle Income Property Trust (since 2004); Director, UBS A&Q Fund Complex (since 2008). Director, Bank of America/US Trust Fund Complex (until 2015); Director of Modus Link Global Solutions, Inc. (until 2013).

Theresa Hamacher

Ms. Theresa A. Hamacher is Independent Trustee of the Company. She is President, Versanture Consulting, LLC (since 2016); President, NICSA, Inc. (non-profit association for investment management industry participants) (until 2015).

John Neal

Mr. John E. Neal is Independent Trustee of the Company. He is Private investor; Director, Equity Residential Trust (publicly-owned REIT) and Creation Investments (private international microfinance company); Partner, Linden LLC (health care private equity); Director, Centrust Bank (Northbrook, Illinois community bank).

William Rybak

Mr. William R. Rybak is Independent Trustee of the Company. He is Private investor; Chairman (since February 2016) and Director (since February 2010), Christian Brothers Investment Services Inc.; Director, Private Bancorp (since December 2003); Trustee, JNL Series Trust, JNL Investors Series Trust and JNL Variable Fund LLC** (since January 2007); Trustee, Lewis University (since October 2012); formerly Executive Vice President and Chief Financial Officer, Van Kampen Investments, Inc. and subsidiaries (investment manager)

David Tripple

Mr. David D. Tripple is Independent Trustee of the Company. He is Private investor; Trustee, Century Growth Opportunities Fund (since 2010), Century Shares Trust and Century Small Cap Select Fund (since January 2004).