Summit Guide

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Summit Guide
Summit Guide
Learning,
Leading
& Legacy
April 11-12, 2013
Hotel Arista, Naperville, IL
Calamos Family Financial Summit 1
2 Calamos Family Financial Summit
Thursday, April 11
TIME
SPEAKER/TOPIC
5:00 – 6:00 pm
Family Welcome Reception
6th FLOOR
CALAMOS HEADQUARTERS
2020 CALAMOS COURT
NAPERVILLE, IL
6:00 – 7:30 pm
Dinner and Conversations
CITY GATE GRILLE
TERRACE ROOM
2020 CALAMOS COURT
NAPERVILLE, IL
7:30 – 8:30 pm
CEO Welcome and Economic Update
CITY GATE GRILLE
TERRACE ROOM
2020 CALAMOS COURT
NAPERVILLE, IL
John P. Calamos Sr.
Chairman, CEO, Co-CIO, Calamos Investments
Calamos Family Financial Summit 3
Friday, April 12
TIME
SPEAKER/TOPIC
7:30 – 8:30 am
Breakfast Buffet
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
8:30 – 8:45 am
Welcome
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
Jim Baka
President, Calamos Wealth Management
8:45 – 9:45 am
The Road Ahead
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
Andrew Zolli
Futurist, Chairman of Z+ Partners, futurist in residence at Popular
Science Magazine and Fellow at National Geographic
We live in a time of accelerating change in virtually every area of
human society, from technology and demography to global culture
and business. Foresight and global trends consultant Andrew Zolli
will lead us through a discussion of the complex changes that lie
ahead and how we can respond to these changes. In this
provocative and entertaining tour of the future, Andrew will help
us analyze and understand how critical trends intersect with
culture, technology and global society.
9:45 – 10:45 am
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
Raising Financially Fit Children:
Financial Mentoring of the Next Generation
Joline Godfrey
CEO, Independent Means
This session will explore the ages and stages of financial readiness
as effective beneficiaries and stewards of family assets. We’ll look at
the trends and drivers that make financial education a must have
part of the next generation’s experience. And we’ll review what
the 2%--those families that outwit the shirtsleeves to shirtsleeves
syndrome--have in common.
10:45 – 11:00 am
4 Calamos Family Financial Summit
Break
Friday, April 12
TIME
SPEAKER/TOPIC
11:00 – 12:00 pm
Interactive Breakout Sessions
Choose from one of five sessions. These sessions will be repeated
at 2:00 pm.
2nd FLOOR SANTORINI AB
HOTEL ARISTA
NAPERVILLE, IL
SESSION A
BEYOND GOOD FORTUNE: MAKING SURE YOU HAVE ALL
THAT MONEY CAN’T BUY
Nadine Scully
Founder, In2Sync
This interactive session will focus on the challenges wealthy
individuals and families face in developing and maintaining a
strong sense of self worth independent of their net worth.
Nadine Scully, a social worker and 4th generation member of
a well-respected family dynasty, will lead the discussion about
minding the gap between money and happiness. She will share the
lessons she has learned growing up with great wealth and working
as a social worker with both affluent families and inner-city youth.
2nd FLOOR SANTORINI C
HOTEL ARISTA
NAPERVILLE, IL
SESSION B
WHAT SHOULD WEALTH INHERITORS LEARN ABOUT RISK
MANAGEMENT AND INSURANCE?
Ken Butler
Founder, Legacy Risk Solutions
Title: Risk Management- What Future Generations Need To Know
This presentation will provide independent and objective analysis
of the Insurance Products that are often recommended to affluent
family members. Also, guidelines for how much liability insurance
to purchase will be discussed. The advantages and disadvantages
of Life Insurance/Annuity products; Long Term Care Insurance;
Captive Insurance Company/Self Insurance; Identity Theft and
Kidnap/Ransom Insurance; Personal Directors & Officers Liability
and Employment Practices Liability will be reviewed. The
presentation will conclude with sharing the most frequently asked
questions asked by wealthy families and future Risk Management
trends, including National Health Care.
Calamos Family Financial Summit 5
Friday, April 12
TIME
SPEAKER/TOPIC
11:00 – 12:00 pm
Interactive Breakout Sessions
Choose from one of five sessions. These sessions will be repeated
at 2:00 pm.
12th FLOOR CYPRUS
HOTEL ARISTA
NAPERVILLE, IL
SESSION C
INVESTING 101
Calamos Investment Expert
This tutorial will cover the practice of investing from the ground
up. The global world of finance can be extremely intimidating, but
the markets and greater financial world won’t seem so complicated
once you learn some of the lingo and major concepts. Learn the
fundamentals of investing including the definition, pros and cons
of multiple assets classes, the reasoning behind diversification, and
the risk factors to consider when making investment decisions.
2nd FLOOR MYKONOS
HOTEL ARISTA
NAPERVILLE, IL
SESSION D
UNDERSTANDING THE CURRENT CYCLE:
OPPORTUNISTIC RESIDENTIAL REAL ESTATE INVESTING
Jonathan Reinsdorf
Thomas Meador
Michigan Avenue Real Estate Group
Unique insights into the opportunities in the residential real
estate market will be presented by two successful real estate moguls.
One with over 40 years of experience and the other who learned
from his father Jerry Reinsdorf, Chairman and owner of the
Chicago White Sox and Bulls and once one of the largest owner
of apartments in the U.S. An overview of residential real estate
development and acquisition industry will be discussed.
2nd FLOOR ATHENS
HOTEL ARISTA
NAPERVILLE, IL
SESSION E
DOCUMENTING YOUR FAMILY STORY AND LEGACY
FOR THE NEXT GENERATION – THE “HOW TO” GUIDE
Robert Jordan, Ph D
WGN News Anchor and Founder, Jordan and Jordan Communications
Making sure to capture your family’s stories and lessons is a
priceless gift for the next generation. Dr. Jordan, a renowned
news anchor and family video biographer, will guide attendees in
learning how to capture memories in photo, video and story. How
will you effectively communicate your legacy? What questions do
you wish you would have asked your grandparents and what answers
do you want to give to your children and grandchildren? Join us in
this interactive session as we realize that beginning to capture the
memories now will pay dividends later.
6 Calamos Family Financial Summit
Friday, April 12
TIME
SPEAKER/TOPIC
12:15 – 1:45 pm
Luncheon: Growing Up a Kennedy
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
Christopher Kennedy Lawford
Author, Actor, United Nations Goodwill Ambassador
and Founder of the Global Recovery Initiative
Christopher Kennedy Lawford, J.D. is known world-wide as a
best-selling author, activist and actor. Mr. Lawford has a rich
life story as the son of rat-pack actor Peter Lawford; nephew
of President John Kennedy; and friend of Marilyn Monroe.
Mr. Lawford provides a thought provoking, entertaining and
inspirational message about overcoming life’s trials and celebrating
personal triumphs amidst family fortune, influence and success.
Mr. Lawford speaks about intergenerational wealth transfer and
family governance as he shares what worked and failed within his
own family. Mr. Lawford speaks candidly about growing up in the
Kennedy family, living the American dream, as well as his struggles
and triumphs in overcoming the disease of addiction which touches
the lives of over half of the American population. His talk is
followed by an interactive Q&A session.
2:00 – 3:00 pm
Interactive Breakout Sessions
2nd FLOOR SANTORINI AB
HOTEL ARISTA
SESSION A
BEYOND GOOD FORTUNE: MAKING SURE YOU HAVE ALL
THAT MONEY CAN’T BUY
Choose from one of five sessions:
2nd FLOOR SANTORINI C
HOTEL ARISTA
SESSION B
WHAT SHOULD WEALTH INHERITORS LEARN ABOUT RISK
MANAGEMENT AND INSURANCE?
12th FLOOR CYPRUS
HOTEL ARISTA
SESSION C
INVESTING 101
2nd FLOOR MYKONOS
HOTEL ARISTA
SESSION D
UNDERSTANDING THE CURRENT CYCLE: OPPORTUNISTIC
RESIDENTIAL REAL ESTATE INVESTING
1st FLOOR BALLROOM
HOTEL ARISTA
SESSION E
DOCUMENTING YOUR FAMILY STORY AND LEGACY FOR THE
NEXT GENERATION – THE “HOW TO” GUIDE
Calamos Family Financial Summit 7
Friday, April 12
TIME
SPEAKER/TOPIC
3:00 – 3:15 pm
Break
3:15 – 4:15 pm
Asset Allocation Insights Panel:
What’s New In Investment Management
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
Moderated by Gary Black
Global Co-Chief Investment Officer, Calamos Investments
Panelists:
Jeff Miller
Senior Vice President, Value Investments
Brendon Maher
Senior Vice President, Alternative Investments
Steve Klouda
Senior Vice President, Equity Research
The investment world and the global economy are undergoing
significant generational changes that impact the way we invest and
build portfolios. This session will discuss the current environment
and its impact on the successes and failures of various investment
strategies. Learn about a “day-in-the-life” of a portfolio manager
as the panelists discuss how investments decisions are made in the
continued Risk-on, Risk-off markets.
4:15 – 4:30 pm
Thank You and Closing Remarks
1st FLOOR BALLROOM
HOTEL ARISTA
NAPERVILLE, IL
Jim Baka
President, Calamos Wealth Management
8 Calamos Family Financial Summit
Speaker Biographies
John P. Calamos, Sr. is the Chairman, CEO and Co-CIO of Calamos
Investments* (NASDAQ: CLMS), a $30 billion** global investment firm.
Calamos services affluent families, family offices and institutions around the
globe from locations in Illinois, New York and London.
John. P. Calamos, Sr.
Chairman, Chief Executive
Officer and Co-chief
Investment Officer
Calamos Investments
[email protected]
630-245-7250
John Calamos, Sr. founded Calamos Investments in 1977 and took Calamos
Asset Management public in 2004. He has developed pioneering investment
strategies and techniques to control risk, preserve capital and build wealth for
clients over the long term.
Mr. Calamos has authored two books, “Investing in Convertible Securities: Your
Complete Guide to the Risks and Rewards” and “Convertible Securities: the
Latest Instruments, Portfolio Strategies and Valuation Analysis.” He received
his undergraduate degree in economics and an M.B.A. in finance from the
Illinois Institute of Technology.
Mr. Calamos is often quoted as an authority on risk-managed strategies in
Barron’s, Fortune, Forbes, Pensions & Investments, IPE, Financial World,
Nation’s Business and The Wall Street Journal. As an active philanthropist in
the Greek community, he has been honored for his lifetime contributions by
the Hellenic Bar Association.
Jim Baka is the President of Calamos Wealth Management and a member of
the Investment Committee.
Jim Baka
President, Calamos
Wealth Management
[email protected]
630-245-8725
With over 22 years of industry experience, Mr. Baka has served in various
leadership roles at Calamos including the management of institutional
services. In his current role, Mr. Baka oversees the Wealth Management Group,
which provides wealth management services, including investment advisory,
investment management and wealth planning to high net worth individuals,
family offices, foundations, and endowments.
Before joining Calamos, Mr. Baka was head of Fidelity Investment’s Private
Client Office in Chicago.
Mr. Baka is on the Board of Directors at the Rush-Copley Foundation, serves
as an Advisory Board Member of Fidelity’s Institutional Wealth Services, and
is a member of Vistage International and the Executive Club of Chicago. He
received his Bachelor of Science in Finance and Management from Arizona
State University and holds the following FINRA registrations: Series 7, 8, 24,
63, and 65.
* Calamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such
services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and
Calamos Financial Services LLC. **Total Assets includes assets under management as well as $1.1 billion for which the company provides model portfolio
design and oversight.
Calamos Family Financial Summit 9
Speaker Biographies
Gary D. Black, Global Co-Chief Investment Officer and Chief Investment
Officer of Alternative Investments, has more than 21 years of industry
experience in a number of executive leadership roles. He oversees Calamos’
portfolio management, trading, research and risk management in partnership
with John P. Calamos, Sr., with whom he leads the Investment Committee.
Gary D. Black
Executive Vice President,
Global Co-Chief Investment
Officer,
Chief Investment Officer of
Alternative Investments
Calamos Investments
[email protected]
630-245-7251
Prior to joining Calamos in 2012, he served as Founder, Chief Executive Officer
and Chief Investment Officer of Black Capital, LLC. He incepted and led an
investment management team specializing in a long/short equity strategy.
Prior to that, Mr. Black served as Chief Executive Officer and Chief Investment
Officer of Janus Capital Group and previously was Chief Investment Officer
of Global Equities at Goldman Sachs Asset Management (GSAM). He also led
GSAM’s U.S. distribution efforts.
Previously, Mr. Black was Executive Vice President and Head of
AllianceBernstein’s Global Institutional Business. He started as a research
analyst and was ranked the top analyst in his category in Institutional Investor’s
“All America Research Team” from 1992 – 1998.
Mr. Black earned an M.B.A. from Harvard Business School and a B.S. in
Economics from the Wharton School of the University of Pennsylvania.
Mr. Butler is President & CEO of Legacy Risk Solutions, LLC. Mr. Butler
serves as the independent Risk Manager for Family Enterprise assets, including
the family’s personal, medical, life, and business interests. The firm sells no
insurance products.
Mr. Butler works with the client’s agents or brokers to streamline the family’s
insurance programs. The goal is to purchase the right coverage, with the right
agent, for the right price.
Ken Butler
Founder, Legacy Risk
Solutions
[email protected]
330.659.6337
330.283.0952 (cell)
Mr. Butler, an Associate in Risk Management and a Chartered Property &
Casualty Underwriter, graduated from The University of Akron in 1977. He is
an entrepreneur and a leader in the development of “Best Practice” standards
for Family Office and Family Business risk management programs. The firm’s
client advisories are published at www.summitas.com.
Mr. Butler’s vision is to be forever known as a passionate and independent
advocate for the insurance consumer and he defines the firm’s Risk
Management role as follows:
» Protecting the Family’s reputation and wealth
» Discovering opportunities to mitigate Family Liquidity Crisis Risks
» Enforcer of “Best Practice” risk management standards and cost controls
» Professional adjuster when claim disputes arise
» Independent voice in complex life insurance evaluations
10 Calamos Family Financial Summit
Speaker Biographies
Robert H. Jordan, Jr., is a weekend anchor for WGN-TV’s News at Nine. He
also produces, writes and reports stories for the weekday and weekend news
as a reporter. Jordan’s journalism career has spanned nearly 40 years and has
showcased his exceptional writing and verbal communications skills.
Jordan, earned his undergraduate degree from Roosevelt University, a master’s
degree form Northeastern Illinois University and a Ph.D. in Educational
Leadership & Policy Studies from Loyola University in Chicago.
Robert H.
Jordan, Jr., Ph.D.
Anchor/Reporter, WGN-TV
Founder/President,
Jordan & Jordan
Communications, Inc.
[email protected]
www.videofamilybiographies.com
312-330-7979
Jordan began his broadcast adventure in 1970 at WSM-TV in Nashville, Tenn.
where he anchored an early morning variety show and was responsible for
on-camera news breaks. In 1973, he began work at WGN-TV, in Chicago, as a
general assignment reporter and an anchor for the One O’clock News.
In 1978, Jordan left WGN for a network spot at CBS News. There, he covered
stories for the nightly news with Walter Cronkite until 1980 when he returned
to his WGN home.
Jordan has lent his pen, imagination and reporting skills to numerous writing
projects including two screen plays, “Anthony’s Key” and “Multi-Man.” He also
has written articles for the Chicago Tribune, including an awarding winning
article on surviving prostate cancer.
Fifteen years ago, Jordan opened his own video production company -- Jordan
& Jordan Communications, Inc. He has produced many independent projects,
including biographies for affluent families across the country. In 2000, Jordan
began devoting all of his energies to the biography projects and his production
company -- Video Family Biographies -- began working exclusively with highnet-worth families in preserving the family legacy by chronicling generational
stories for this “special” niche. In 2009, Jordan expanded his production
company to include Video For Foundations as a dedicated arm of his company.
An active participant in the community, Jordan serves on the Board of
Directors of several local organizations including, The Safer Foundation, The
Night Ministry, Project Exploration, The John G. Shedd Aquarium and the
Loyola Family Business Center. He also sits on the Salvation Army advisory
board.
A native of Atlanta, Ga., Jordan and his wife Sharon, a retired middle school
librarian, have one daughter, Karen, who is a weekend news anchor for WLSTV, Ch.-7, in Chicago. Karen’s husband Christian Farr is a reporter for NBC-5,
TV in Chicago. Karen and Christian have one daughter, Vivian.
Calamos Family Financial Summit 1 1
Speaker Biographies
Joline Godfrey is the CEO of Independent Means and an innovator in
financial education for children and families. Originator of a unique
developmental, experiential approach to financial education, her work gives
families new tools for developing their human capital and raising children
growing up in the midst of abundance.
Joline Godfrey
CEO
Independent Means
Godfrey is also the author of “Raising Financially Fit Kids, Our Wildest
Dreams: Women Making Money”, “Having Fun, Doing Good”, “No More Frogs
To Kiss: 99 Ways to Give Economic Power to Girls”, “Twenty $ecrets to Money
and Independence: The DollarDiva’s Guide to Life”.
Godfrey is a graduate of the University of Maine and Boston University (where
she received an MSW) and was awarded an Honorary Degree in Business
from Bentley College in 1995. She was a Kellogg Leadership Fellow and the
recipient of the Leavey Award for Excellence, as well as the Beta Gamma
Sigma Entrepreneurship Award. Recognized in features for The Today Show,
Oprah, Fortune, Business Week, The New York Times, and more, Ms. Godfrey
is a frequent speaker and consultant worldwide.
Christopher Kennedy Lawford spent 20 years in the film and television
industries as an actor, lawyer, executive, and producer. He is the author of two
New York Times best-selling books, “Symptoms of Withdrawal: A Memoir of
Snapshots and Redemption” (2005) and “Moments of Clarity” (2009), as well
as “Healing Hepatitis C” (2009). His latest title, “Recover to Live: Kick Any
Habit, Manage Any Addiction”, was released in January 2013.
Christopher Kennedy
Lawford
Author, Actor, United
Nations Goodwill
Ambassador and Founder
of the Global Recovery
Initiative
[email protected]
globalrecoveryinitiative.org
www.christopherkennedylawford.com
12 Calamos Family Financial Summit
In recovery for more than 26 years from drug addiction, Kennedy Lawford
campaigns tirelessly on behalf of the recovery community in both the public
and private sectors. He currently works with the United Nations, the Canadian
Center on Substance Abuse, the White House Office on Drug Control Policy,
and the World Health Organization.
In 2009, California Governor Arnold Schwarzenegger appointed Kennedy
Lawford to the California Public Health Advisory Committee. In 2011, he was
named Goodwill Ambassador for the United Nations Office on Drugs & Crime
to promote activities supporting drug treatment, care, and recovery. He also
serves as national advocacy consultant for Caron Treatment Centers.
Christopher Kennedy Lawford holds a BA from Tufts University, a JD from
Boston College Law School, and a master’s certification in clinical psychology
from Harvard Medical School, where he held an academic appointment as a
lecturer in psychiatry.
Speaker Biographies
Mr. Klouda is a senior member of the investment team with portfolio
management and research responsibilities. He is directly involved in
the fundamental analysis of companies, while investigating investment
opportunities consistent with the firm’s long-term philosophy and process.
In line with Calamos’ integrated investment team structure, he works within
a senior team of professionals and is an asset class generalist with sector
responsibilities across the Calamos strategies managed by the Growth/
Convertible team.
Steve Klouda, CFA
Sr. Vice President, Senior
Strategy/Sector Analyst
Calamos Investments
Mr. Klouda, is a CFA charterholder and a member of the CFA Institute. He
graduated from North Central College with a BA in Marketing, and holds an
MBA with a concentration in Finance from the Keller Graduate School of
Management. He joined Calamos in 1994.
[email protected]
630-245-7212
Brendon Maher
Senior Vice President,
Alternative Investments
Calamos Investments
[email protected]
212-474-6805
Mr. Maher is a senior vice president and portfolio manager within the Calamos
Long/Short Equity team. Previously, he served as a portfolio manager at Black
Capital. Prior to joining Black Capital, Mr. Maher was a founding partner of
Savannah-Baltimore Capital Management, LLC, a global long/ short equity
hedge fund. While at Savannah-Baltimore, Mr. Maher was a member of a
senior team responsible for managing over $1.5 billion in assets and a staff
of 14 professionals. Mr. Maher had primary analytical responsibility for the
global financials, retail, and real estate sectors. Prior to that, Mr. Maher was a
founding partner at Gothic Capital Management LLC, a $100 million long/
short equity hedge fund, from 1999 through 2004. Mr. Maher was one of three
investment partners directly responsible for allocating capital across multiple
industries and focused on the financials, consumer, and real estate sectors.
Previously, he was an equity research senior associate at Fidelity Management
and Research Company from 1997 through 1999. He began his career at
Credit Suisse First Boston as an equity research associate in 1994.
Mr. Maher is the Founder of FISH, Inc., a non-profit social venture incubator
and is currently a member of the Board of Trustees of TEAM Charter Schools
in Newark, New Jersey. Mr. Maher earned a BA in Finance, cum laude from the
University of Notre Dame. He is a CFA charterholder.
Calamos Family Financial Summit 1 3
Speaker Biographies
Thomas Meador began his career as an investment officer at the Harris
Bank in Chicago, later moving to Balcor, a diversified real estate investment
company. Balcor was subsequently sold to American Express and then grew
to an employee base of over 3,000 people with varied businesses including
development, build-to-suit, property management and Institutional Investment
Management.
Thomas Meador
President and CEO
Michigan Avenue Real
Estate Group
Michigan Avenue Real Estate Group
400 Skokie Boulevard, Suite 580
Northbrook, Illinois 60062
847-498-6400
[email protected]
In 1990, Mr. Meador became Chairman of Balcor and directed its strategic
disposition for American Express that was finalized in 1998.
Beginning in 1995, Mr. Meador also assumed the position of Senior Vice
President of Real Estate for American Express and was charged with building
a best-in class worldwide real estate delivery organization. While at American
Express, Mr. Meador also assumed leadership positions in a variety of other
businesses.
In 2005, Mr. Meador co-founded the company now known as Michigan Avenue
Real Estate Group. He is also on the Executive Committee of the Juvenile
Diabetes Research Foundation.
Mr. Meador has a BA in Economics and an MBA in Finance, both from
Indiana University.
Jeff Miller, with 18 years of investment industry experience, leads the Calamos
Value team.
Jeff Miller
Senior Vice President,
Value Investments
Mr. Miller was the Chief Investment Officer of the Large Cap Value Equity Team
and Portfolio Manager of the American Independence Stock Fund (ISISX) prior
to joining Calamos. Previously, Mr. Miller was co-Founder and co-Chief Investment
Officer of Miller & Jacobs Capital, LLC (MJC) where he managed the long/short
equity funds of Acadia Fund I, LP and Cerulean Partner, Ltd. Prior to that, Mr.
Miller was Vice President of Equity Research at Keefe, Bruyette & Woods, Inc. Mr.
Miller was instrumental in developing valuation models for KBW’s recommended
list, and was also a key proponent of focusing on capital management for banks
and thrifts as a primary driver of shareholder value creation.
Calamos Investments
[email protected]
630-245-6719
14 Calamos Family Financial Summit
Mr. Miller earned his Masters of Business Administration with Distinction
from Cornell University in 1994. He also earned a Bachelor of Arts degree in
History with Distinction from Cornell. He is a founder and member of the
Board of Directors of The Maasai Wilderness Conservation Fund.
Speaker Biographies
Jonathan Reinsdorf has extensive experience in real estate, law and investment
banking. He is responsible for investor and investment solicitation and deal analysis.
Jonathan Reinsdorf
Michigan Avenue
Real Estate Group
Michigan Avenue Real Estate Group
400 Skokie Boulevard, Suite 580
Northbrook, Illinois 60062
847-498-6400
312-590-5901 (cell)
[email protected]
Mr. Reinsdorf began his career as a real estate attorney at Katten Muchin &
Zavis. In this capacity, he negotiated and structured real estate transactions,
as well as led public zoning hearings, orchestrated government relations and
assisted in client development. Following his career in law, Mr. Reinsdorf
served five years as an investment banker with EVEREN Securities and
Mesirow Financial. In this capacity, he was responsible for managing
projects, negotiating transactions, preparing private debt and equity offering
memoranda, and leading management presentations. Most recently, Mr.
Reinsdorf founded Stonegate Development Partners, LLC, a real estate
development company with a focus on higher education.
He serves as a consultant for the Education Alliance, a nationally recognized
full service higher education consulting firm. He is an adjunct Professor in
Roosevelt’s Steinfeld School of Hospitality and Tourism Management and
serves on the Lasell College Sports Management and Balance BPO Advisory
Boards. He is also a member on the Executive Committee for the United
Center Joint Venture, which is home to The Chicago Bulls Professional
Basketball Team and The Chicago Blackhawks Professional Hockey Team. In
addition, Mr. Reinsdorf is the Vice Chairman of the Board for StreetWise and
Board of Trustee for the Noble Network of Charter Schools and the Academy
of Country Music’s Lifting Lives Charity.
Mr. Reinsdorf holds an MBA with concentrations in Accounting and Finance
from The University of Chicago Graduate School of Business and a JD from
Northwestern University School of Law.
Nadine Scully is a social worker, dancer, farmer, writer and founder of In2sync,
which has programs that are aimed at identifying and overcoming road
blocks that prevent people from realizing their full potential. Working as a
life and wellness coach, Nadine believes that if she can support people in the
development of healthy life habits, it will create a ripple effect in their own
lives and, consequently, in the life of the community.
Nadine Scully
Founder, In2Sync
[email protected]
312 266 4943
She has acted as a trustee for numerous family trusts, an estate executor and
a manager for a multi-generational family agricultural enterprise. In addition
to her knowledge of finance and organizational systems, she thinks carefully
about what money is, what it’s good for, and where it’s of no use. Nadine is also
a strong believer that at all socio-economic levels, an understanding of how
money can help or hinder everything from health and fitness to relationships,
is central to well-being.
Calamos Family Financial Summit 1 5
Speaker Biographies
Andrew Zolli is a big picture thinker at the intersection of trends, technology,
strategy and innovation. Zolli helps organizations see, understand and respond
to complex change. A great storyteller and captivating speaker, he helps
audiences look with fresh eyes at the future of their business.
Andrew Zolli
Futurist, Chairman of Z+
Partners, futurist in
residence at Popular
Science Magazine and
Fellow at National
Geographic
Andrew is co-author of the new book “Resilience: The Science of Why Things
Bounce Back”. The book is about why some organizations fall apart in the face
of disruption, while others flourish. Resilient organizations do not rely on any
single plan for the future, but are agile and responsive: they thrive, rather than
merely survive, amidst change. From finance to associations, healthcare to
industry, it is immediately relevant to anyone looking to “maintain their core
purpose and integrity in the face of dramatically changed circumstances.”
Zolli was formerly Chief Marketing Officer of the strategic branding
consultancy Siegel & Gale, and Founder of the research firm Z+Partners. He
has advised many of the world’s leading brands – from Nike and The Gap to
American Express, Sun Microsystems, and GE - helping them understand the
evolving marketplace and how they can excel in a new environment.
Andrew is also the Executive Director and curator of PopTech, an elite
group of thought leaders that explores key forces influencing the future.
Collaborating with a diverse network of prominent companies, well-respected
nonprofits, public policy groups, and venture-backed startups, Zolli leads
cutting-edge innovation that is helping to solve the world’s biggest problems.
16 Calamos Family Financial Summit
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2020 Calamos Court | Naperville, IL 60563

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