October 9, 2026 • 1:00PM ET • 1 CE Credit
Private Equity and Credit: How to Capitalize on Headline Turmoil
• 1 CE Credit
Lessons/Sessions to be included:
• Private Equity and Credit: How to Capitalize on Headline Turmoil
Recent headlines around private equity and private credit have raised questions around liquidity, defaults, and the impact of higher rates. But beneath the noise, dislocation is creating some attractive entry points.
Join us for a timely conversation on where relative value is emerging today, including:
• Opportunities in the lower middle market within private equity
• Relative value building in asset-backed finance and secondaries within private credit
• How CAPIX and CAPVX offer differentiated, institutional-style access to these markets through flexible portfolio construction
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers
Phil Bauer, CFA, CAIA
SVP, Portfolio Specialist
Calamos Investments
As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
Phil Bauer, CFA, CAIA
SVP, Portfolio Specialist
Calamos Investments
As a member of the firm’s portfolio specialist team, Phil focuses on our private market strategies. He is responsible for communicating our investment process and strategy, asset-class perspectives, strategy performance and positioning to clients. In addition, Phil works closely with investors on private markets research, education, and portfolio construction. Phil has more than 13 years of industry experience, including roles at Fort Washington Investment Advisors and Mercer. Prior to joining Calamos in 2024, Phil served as Principal, Private Markets at Mercer where he led coverage of private credit and helped manage the firm’s institutional private markets fund-of-funds offering. Before embarking on his corporate career, Phil played professional baseball with the Cincinnati Reds organization. Phil graduated from Xavier University with a BA in Accounting. In addition to being a CFA charterholder, he holds the CAIA designation.
Kevin Hitchen, CFA
Managing Director, Co-Head Private Equity
Aksia
Kevin is a Managing Director and Co-Head of Private Equity and has over 17 years of investment experience. He leads the global private equity investment team, focusing on the oversight of sourcing and diligence of managers across the North American buyouts sector. Kevin also works with global investors focused on private equity, directing strategic portfolio construction, management, and providing customized investment decisions.
Kevin Hitchen, CFA
Managing Director, Co-Head Private Equity
Aksia
Kevin is a Managing Director and Co-Head of Private Equity and has over 17 years of investment experience. He leads the global private equity investment team, focusing on the oversight of sourcing and diligence of managers across the North American buyouts sector. Kevin also works with global investors focused on private equity, directing strategic portfolio construction, management, and providing customized investment decisions.
Tom Leahy, CFA
Director of RIA Sales
Calamos Investments
Tom Leahy, CFA
Director of RIA Sales
Calamos Investments
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