"James Madden, CFA - Senior Vice President, Co-Portfolio Manager Jim Madden joined Calamos Investments in 2021 and contributes more than 30 years of investment industry experience. Together with Co-Portfolio Manager Tony Tursich, Jim leads the firm’s Sustainable Equities Team. In the 1990s while at Portfolio 21, Jim and Tony developed a research and investment process that combined traditional fundamental analysis with a focus on sustainable and ESG-oriented business attributes. At Portfolio 21, Jim also served as Chief Investment Officer and senior portfolio manager, overseeing one of the first global ESG mutual funds in the United States. In 2014, the fund was acquired by Trillium Asset Management and renamed Trillium ESG Global Equity Fund (PORTX). Jim earned a bachelor’s degree and an MBA from the University of Wisconsin. "

"Anthony Tursich, CFA - Senior Vice President, Co-Portfolio Manager Tony Tursich contributes more than 25 years of experience in socially and environmentally responsible investing strategies. Together with Co-Portfolio Manager Jim Madden, Tony leads the firm’s Sustainable Equities Team. He joined Calamos Investments following its 2021 acquisition of Pearl Impact Capital, LLC, the company he founded in 2018, where he served as Chief Investment Officer and as portfolio manager since inception for three ESG-integrated portfolios. Prior to launching Pearl Impact Capital, Tony and Jim served as portfolio managers for Trillium ESG Global Equity Fund (PORTX), which was launched in 1999 at Portfolio 21 and acquired by Trillium Asset Management in 2014. Tony is an investment advisory board member for Multnomah County, Oregon, and a board member for the CFA Society of Portland. He graduated from Montana State University with a bachelor’s degree in Business Administration and received an MBA from Portland State University."

Beth Williamson is Vice President, Head of Sustainable Equity Research and Associate Portfolio Manager for Calamos Investments. She contributes 19 years of ESG investment experience. Prior to joining Calamos, Beth worked at Trillium Asset Management, rising to the position of Director of ESG with responsibilities for developing and implementing ESG research methodologies, overseeing corporate engagement efforts and the firm’s ESG materiality framework. Previously, she was a Sustainability Analyst for Portfolio 21 Investments. She began her career as a Shareholder Advocate at Green Century Capital Management. Beth earned a BS degree in Environmental Science from the University of Vermont and an MS degree in Sustainable International Development from Brandeis University.