Family Financial Summit
Calamos hosts an annual Family Financial Summit for wealthy families from around the globe. It provides clients with a unique opportunity to learn and share in a comfortable, confidential environment. We hosted our most recent Summit in September 2014 which featured presentations by John Calamos Sr., members of our investment team, subject matter experts and speakers from some of the most prominent families in the nation who shared their own stories of success, failure and lessons learned. Further information about the 2014 summit can be found here.
Educational Courses and Learning Communities
- Professional athletes PDF
- Non-profit boards PDF
- Affluent women PDF
- Single family offices executives PDF
- Affluent families PDF
- Corporate Executives
The Calamos Wealth Management team is often asked to speak to client groups and at various industry conferences on topics pertaining to wealth planning, non-profit board governance, asset allocation, the global economy and investing.