Sign in

You're signed outSign in or to get full access.

Matt Freund

Matt Freund

Co-Chief Investment Officer at Calamos Advisors LLC

La Grange, IL , United States

About

Matt Freund is Co-Chief Investment Officer and Head of Fixed Income Strategies at Calamos Investments, where he oversees investment team resources, processes, risk management, and performance across a diverse range of fixed income and equity mutual funds and ETFs. He is a senior portfolio manager and serves on the Calamos Investment Committee, playing a key role in developing the firm's top-down investment framework and evaluating oversight metrics. Matt’s specific investment expertise lies in fixed income strategies, managing portfolios that include investment-grade bonds, credit, and multi-sector income solutions. He has led and contributed to the management of both taxable and municipal fixed income, as well as insurance-related asset classes and multi-asset portfolios, leveraging more than three decades of industry knowledge.

Prior to joining Calamos in 2016, Matt was the Chief Investment Officer at USAA Investments, responsible for managing mutual funds, insurance-related portfolios, and leading teams overseeing over $140 billion in assets. His career also includes senior portfolio management roles and analyst experience at MetLife's Capital Markets Group, with a recognized track record in managing highly regarded fixed income mutual funds. He holds a Master of Business Administration in Finance and Investments from Indiana University Bloomington, and a Bachelor of Arts in Accounting from Franklin & Marshall College. Matt is widely recognized for his contributions to fixed income portfolio management, investment process innovation, and leadership in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Calamos InvestmentsCo-Chief Investment OfficerNov 2016 to Present
Responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, manage investment team members and has portfolio management resp...
USAASVP, Investment PortfoliosJan 2010 to Nov 2016
Lead a team of over 70 investment professionals responsible for portfolio management, research, and trade-execution on investment portfolios with total assets of over $100 billion. Responsible for Sec...
USAAPortfolio Manager of USAA Intermediate-Term Bond Fund (USIBX)Jan 2002 to Nov 2016
USAAPortfolio Manager of USAA Short-Term Bond Fund (USSBX)Jan 2002 to Nov 2016
USAAPortfolio Manager of USAA High Income Fund (USHYX)Jan 1999 to Nov 2016
A $1.7 billion mutual fund, continually managed since 1999, of high-yield securities (including corporate bonds, bank loans, convertible bonds, preferred and common stocks). Excellent long-term perfo...
USAADirector of Fixed Income ResearchJan 1994 to May 1999
MetLife - Capital Markets GroupSenior Investment AnalystJan 1989 to Aug 1994
Arthur YoungAudit SeniorJan 1985 to Jan 1987

Education

Indiana University Bloomington

Master of Business Administration (M.B.A.), Finance and Investments

1988 1989

Franklin & Marshall College

Bachelor of Arts (BA), Accounting

1981 1985

Skills & Expertise

Portfolio Management
Asset Allocation
High Yield Bonds
Executive Management
Media Spokesperson
Spokesperson
Management
Series 7
Asset Management
Mutual Funds
Bonds
Financial Services
Securities
Equities
Financial Planning
Finance
Financial Analysis
Investment Strategies
Investments
Trading
Investment Banking

Others at Calamos Advisors LLC (44)

NameRoleLocation
Brendan James
Brendan James
Vice President - Investment Consultant -RIA and BANKSDenver, CO , United States
Brian Plonka
Brian Plonka
Equity TraderNaperville, IL , United States
Charles Carmody
Charles Carmody
Portfolio ManagerOak Park, IL , United States
D
Doug Berman
Vice President - Senior Investment ConsultantJupiter, FL , United States
Eileen Ward
Eileen Ward
Vice President, Investment ConsultantPhiladelphia, PA , United States
Eli Pars
Eli Pars
Co-Chief Investment Officer, Senior Co-PM, Head of Alternatives and Co-Head of ConvertiblesChicago, IL , United States
G
Glen Ingalls
SVP and Co-Portfolio ManagerOakland, CA , United States
Grant Potratz
Grant Potratz
Research AssociateChicago, IL , United States
Jason Hill
Jason Hill
Senior Vice President, Senior Co-Portfolio ManagerNaperville, IL , United States
J
Joe Mariano
SVP, Head of Global Trading and ETF Capital MarketsNaperville, IL , United States
Showing 1-10 of 44 team members