Matt Freund
Head-Fixed Income Invts bij Calamos Advisors LLC
Oorsprong van het eerstegraads netwerk van Matt Freund
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Calamos Advisors LLC
 Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.
55
| Subsidiary | Investment Managers | 55 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Matt Freund via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Analyst-Equity | |
Thrivent Investment Management, Inc.
 Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Founder Corporate Officer/Principal Chief Executive Officer | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Sales & Marketing | |
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
Mizuho Securities USA LLC
 Mizuho Securities USA LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Chief Executive Officer | |
Calamos Financial Services LLC
 Calamos Financial Services LLC Investment Banks/BrokersFinance Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Banks/Brokers | Chief Executive Officer Chief Executive Officer | |
CFI Partners LLC
 CFI Partners LLC Investment ManagersFinance CFI Partners LLC (CFIP) is a SEC-registered investment adviser and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2005 by Brad Couri and Levoyd Robinson. They are a subsidiary of Amistad Investment Holdings LLC, which is ultimately owned by Amistad Financial Group LLC. CFIP provides discretionary investment advisory services to collateralized loan obligation (CLO) vehicles and closed-end, delayed draw private investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Founder Head-Equity Investments Head-Equity Investments Chief Investment Officer Director of Research - Equity Chief Executive Officer Analyst-Equity Analyst-Equity Chief Investment Officer Chief Investment Officer | |
| Northern Illinois University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
Progressive Investment Management Corp.
 Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Chief Investment Officer Investment Committee Member Analyst-Equity | |
| Illinois Institute of Technology | College/University | Director/Board Member Graduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Analyst-Equity | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
National Hellenic Museum
 National Hellenic Museum Other Consumer ServicesConsumer Services The National Hellenic Museum is a cultural institution located in Chicago, IL. The museum offers group and school tours on Greek culture, history, art, and the immigrant experience. Visitors can explore Hellenism, or Greek heritage and ideals that are represented in the exhibitions, programs, and collections. The museum's library and resource center includes books, publications, and documents on Greek immigrant history and the artistic and literary work of Greek people and the Greek culture. The National Hellenic Museum preserves the history of Greek Americans by collecting the recorded or written interviews and memoirs of individuals or groups. | Other Consumer Services | Chairman Director/Board Member | |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
Calamos Wealth Management LLC
 Calamos Wealth Management LLC Investment ManagersFinance Part of Calamos Family Partners, Inc., Calamos Wealth Management LLC provides advisory and wealth management services. The company is based in Naperville, IL. The company was founded by John Peter Calamos. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Managers | Founder Chief Executive Officer | |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| Lake Forest College | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal | |
Argus Research Co.
 Argus Research Co. Investment ManagersFinance Argus Research Co. (ARC) is a research firm headquartered in New York City and was founded in 1934. The firm is a subsidiary of Argus Research Group, Inc. ARC produces, distributes and markets investment and economic research. | Investment Managers | Analyst-Equity | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
| New York University | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 50 |
Sectoraal
| Finance | 26 |
| Consumer Services | 18 |
| Miscellaneous | 8 |
Operationeel
| Analyst-Equity | 69 |
| Corporate Officer/Principal | 61 |
| Undergraduate Degree | 54 |
| Portfolio Manager-Equities | 51 |
| Masters Business Admin | 27 |
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