A Pure Play, Institutional Grade Private Credit Portfolio

Gaining Perspective, featuring: Robert Behan of Calamos Investments, 10/31/23

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About This Episode

Calamos Investments and Aksia joined forces this year to launch the Calamos Aksia Alternative Credit and Income Fund (CAPIX), an interval fund designed to provide advisors and their clients access to private debt investments – most of them historically only accessible to institutions – with the liquidity investors demand. The accessibility concept was nothing new for Calamos – it created one of the first retail liquid alternatives funds three decades ago – and for private credit, it engaged a partner, Aksia, that has been managing private credit for institutions almost as long. (For its part, this is Aksia’s first foray into advisors and retail clients.). Calamos’s Bob Behan is here to talk about the partnership and the current opportunity set in private credit.

About Our Guest

Robert F. Behan, CFA

Executive Vice President, Chief Distribution Officer

Robert F. Behan leads global distribution, which includes Calamos’ Intermediary, Institutional, International, and strategic partner channels. His duties include distribution, market analysis, and product optimization, selection and placement. Bob serves as vice president to the Calamos Investment Trust.

He joined the firm in 2007 and has 35 years of industry experience. He has extensive industry experience in several senior positions including vice president – head of sales for Citizens Advisers, vice president – head of institutional northeast distribution for Strong Capital Management, and vice president – large market institutional for CIGNA Retirement and Investment Services.

At each of his prior firms, Bob attained #1 producer status, and at age 29 was the youngest person to join CIGNA’s prestigious “Gold Circle.” Bob is frequently sought out for his insights on trends in the financial services industry. He has recently been quoted in Ignites, Fund Action, MFWire, and Pensions & Investments. He received a B.A. in economics from Syracuse University and is also a CFA charterholder.

Show Notes

Here are a few links to resources about the fund:

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