Lloyd Wennlund
Director/Board Member at CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST
Net worth: 139 732 $ as of 2024-05-30
Profile
Lloyd A.
Wennlund is currently the Chairman at Datum One Series Trust, Independent Trustee at Calamos Convertible Opportunities & Income Fund, Calamos Convertible & High Income Fund, Calamos Strategic Total Return Fund, Calamos Global Total Return Fund, Trustee at Calamos Dynamic Convertible & Income Fund, Calamos Global Dynamic Income Fund, Bates Group LLC, Independent Trustee at Calamos Long, and Trustee at Calamos Global Convertible & Dynamic Income Trust.
In the past, he worked as the Director at The Salvation Army, Director at Northern Trust Investments, Inc., President & Head-Business Unit at Northern Funds and Northern Institutional Funds, Member-Governors Board at Investment Company Institute and Securities Industry & Financial Markets Association, Inc., and Executive Vice President at The Northern Trust Co. He also served as a Trustee at Expert Affiliates LLC.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-30 | 4,617 ( 0.01% ) | 51 341 $ | 2024-05-30 | |
| 2024-03-30 | 4,306 ( 0.01% ) | 48 916 $ | 2024-05-30 | |
| 2024-03-30 | 2,570 ( 0.01% ) | 39 475 $ | 2024-05-30 |
Lloyd Wennlund active positions
| Companies | Position | Start |
|---|---|---|
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS GLOBAL TOTAL RETURN FUND | Director/Board Member | 2017-12-31 |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Director/Board Member | 2017-12-31 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Director/Board Member | 2017-12-31 |
| CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TERM TRUST | Director/Board Member | 2017-12-31 |
Bates Group LLC
 Bates Group LLC Miscellaneous Commercial ServicesCommercial Services Bates Group LLC provides information technology services. The firm’s solutions include IT project management, enterprise architecture and IT governance. It serves department of defense and U.S. government agencies. The company was founded in 2002 and is headquartered in Daytona Beach, FL. | Director/Board Member | 2017-12-31 |
Datum One Series Trust
 Datum One Series Trust Finance/Rental/LeasingFinance Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL. | Chairman | 2020-02-29 |
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Former positions of Lloyd Wennlund
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 18 |
|---|---|
| Northern Funds | Miscellaneous |
Northern Trust Investments, Inc.
 Northern Trust Investments, Inc. Regional BanksFinance Part of Northern Trust Corp., Northern Trust Investments, Inc. operates as a non-depository trust institution. The company is based in Chicago, IL. | Finance |
Calamos Convertible & High Income Fund
 Calamos Convertible & High Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Convertible & High Income Fund operates as a closed-end investment fund. It seeks total return through capital appreciation and current income by investing in a diversified portfolio of convertible securities and high yield corporate bonds. The company was founded on March 12, 2003 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Global Total Return Fund
 Calamos Global Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Global Total Return Fund operates as a diversified, closed-end management investment company. It seeks total return through a combination of capital appreciation and current income by investing in a portfolio of equities, convertible securities, and high yield corporate bonds. The company was founded on March 30, 2004 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Global Dynamic Income Fund
 Calamos Global Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Global Dynamic Income Fund operates as a diversified, closed-end management investment company. It provides a level of current income with a secondary objective of capital appreciation. The company was founded on April 10, 2007 and is headquartered in Naperville, IL. | Miscellaneous |
Calamos Dynamic Convertible & Income Fund
 Calamos Dynamic Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Dynamic Convertible & Income Fund is a closed-end management investment company which engages in the provision of total return through a combination of capital appreciation and current income. The company was founded on March 11, 2014 and is headquartered in Chicago, IL. | Miscellaneous |
Calamos Convertible Opportunities & Income Fund
 Calamos Convertible Opportunities & Income Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Convertible Opportunities & Income Fund operates as a closed-end investment fund/investment trust. It seeks total return through capital appreciation and current income by investing in a diversified portfolio of convertible securities and high yield fixed income securities. The company was founded on April 17, 2002 and is headquartered in Naperville, IL. | Miscellaneous |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Calamos Strategic Total Return Fund
 Calamos Strategic Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Calamos Strategic Total Return Fund operates as a Closed-End Investment Fund/Investment Trust. The Fund seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of equities, convertible securities and high yield corporate bonds. Its investment services are provided through Calamos Advisors LLC. The company was founded on December 31, 2003 and is headquartered in Naperville, IL. | Miscellaneous |
Northern Institutional Funds
 Northern Institutional Funds Investment Trusts/Mutual FundsMiscellaneous Northern Institutional Funds operates as a open-end investment fund/unit trust. The company is headquartered in Chicago, IL. | Miscellaneous |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Commercial Services |
Datum One Series Trust
Datum One Series Trust Finance/Rental/LeasingFinance Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL. | Finance |
Calamos Long/Short Equity & Dynamic Income Trust
 Calamos Long/Short Equity & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Calamos Long/Short Equity & Dynamic Income Trust is a diversified and closed-end management investment company, which engages in the business of seeking to provide current income and risk-managed capital appreciation. The firm is also involved in providing hedged market exposure through time-tested global long and short equity strategy. The company was founded on September 21, 2017 and is headquartered in Naperville, IL. | Miscellaneous |
| Expert Affiliates LLC | Commercial Services |
Bates Group LLC
Bates Group LLC Miscellaneous Commercial ServicesCommercial Services Bates Group LLC provides information technology services. The firm’s solutions include IT project management, enterprise architecture and IT governance. It serves department of defense and U.S. government agencies. The company was founded in 2002 and is headquartered in Daytona Beach, FL. | Commercial Services |
The Salvation Army
 The Salvation Army Investment Trusts/Mutual FundsMiscellaneous The Salvation Army is a non-profit organization. It is an international movement which is part of the universal Christian church. The organization was founded by William Booth in 1865 and is headquartered in London, the United Kingdom. | Miscellaneous |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
Calamos Global Convertible & Dynamic Income Trust
 Calamos Global Convertible & Dynamic Income Trust Investment Trusts/Mutual FundsMiscellaneous Calamos Global Convertible Dynamic Income Trust is a closed-end mutual fund that engages in the provision of management investment services. Its objective is to seek total return. The fund was founded on July 1, 2021 and is headquartered in Naperville, IL. | Miscellaneous |
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