John Koudounis

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.

Calamos Asset Management, Inc. is an investment management company, which engages in the provision of equity, fixed-income, convertible, and alternative investment strategies. It serves institutions and individuals via separately managed accounts and open-end and closed-end funds. The company was founded by John P. Calamos on July 23, 2004 and is headquartered in Naperville, IL.

Calamos Convertible Opportunities & Income Fund operates as a closed-end investment fund/investment trust. It seeks total return through capital appreciation and current income by investing in a diversified portfolio of convertible securities and high yield fixed income securities. The company was founded on April 17, 2002 and is headquartered in Naperville, IL.

Calamos Convertible & High Income Fund operates as a closed-end investment fund. It seeks total return through capital appreciation and current income by investing in a diversified portfolio of convertible securities and high yield corporate bonds. The company was founded on March 12, 2003 and is headquartered in Naperville, IL.

Calamos Strategic Total Return Fund operates as a Closed-End Investment Fund/Investment Trust. The Fund seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of equities, convertible securities and high yield corporate bonds. Its investment services are provided through Calamos Advisors LLC. The company was founded on December 31, 2003 and is headquartered in Naperville, IL.

Calamos Global Total Return Fund operates as a diversified, closed-end management investment company. It seeks total return through a combination of capital appreciation and current income by investing in a portfolio of equities, convertible securities, and high yield corporate bonds. The company was founded on March 30, 2004 and is headquartered in Naperville, IL.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a private company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016.

Calamos Dynamic Convertible & Income Fund is a closed-end management investment company which engages in the provision of total return through a combination of capital appreciation and current income. The company was founded on March 11, 2014 and is headquartered in Chicago, IL.