Tanner Isaacson
VP, Investment Consultant @Calamos Investments
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WORK HISTORY
VP, Investment Consultant @Calamos Investments
Dallas-Fort Worth, TX, US
Why advisors partner with Calamos:Bringing nearly 50 years of innovation in convertible securities, liquid alternatives, and structured income solutions to help practices scale revenue, capture next-generation wealth, and differentiate in increasingly commoditized markets. Solutions for Today\'s Challenges*The Income Gap: Autocallable strategies providing high, stable, and hughly tax efficient income (without traditional bond duration or credit risk*Private Markets Trifecta: Institutional-quality private credit, private equity, & hedge funds in accessible, transparent structures*Wealth Transfer: Strategies for engaging the children of your best clients before they take $30M to the robo advisor*Strategies to potentially generate returns in up, flat, or even down markets- a clear differentiator with your clients & prospects*1st asset manager to win SRP Americas \"Most Innovative Product\" award for democratizing autocallable strategies previously available only to ultra-high-net-worth investors*Pioneered convertible securities investing in the 1970sMy Value to Advisory Practices:Revenue Growth: targeted & timely prospecting to find your ideal clients, orchestrating referrals naturallyClient Retention: Help advisors navigate the \"what about my kids?\" Practice Efficiency: Educational content, client event support, & access to subject matter expertiseWhy Calamos?Over $20B in liquid alternatives—a multidecade leader in the spaceWorld\'s largest convertible securities manager—50 years of expertiseAward-winning ETF innovation (CAIE/CAIQ) Institutional quality meeting individual investor needs—private markets (CAPIX/CAPVX) without accreditation barriersMy Commitment to Advisors:Measure success by your practice growth. You\'ll find me bringing ideas, research, and strategic thinking to every interaction—whether it results in business for Calamos or not.I have the upmost respect for the impact a financial advisor can have on the lives of their clients!
SKILLS
ABOUT TANNER ISAACSON
Most financial wholesalers show up with a pitch deck. I want to talk about building your ideal business.Wealth management is changing, let’s work together to make sure you are prepared. The $84 trillion Great Wealth Transfer isn\'t just changing who your clients are—it\'s changing what they expect, how they invest, and whether they\'ll stay with you.What sets Calamos apart? Calamos Investments—the firm and founder that literally wrote the book on convertible securities (50+ years of leadership) & is now pioneering the democratization of sophisticated income strategies. Recent Innovation: First-to-market autocallable ETFs (CAIE won \"Most Innovative Product\" at SRP Americas 2025) delivering high, stable, tax-efficient income without traditional fixed-income risks. Bloomberg Intelligence called it \"the next wave in the surging income category.\"But here\'s what matters more to you:Rather than purely pitch product, I prefer to focus on practice management outcomes that move your business forward:• Client acquisition strategies that differentiate you in competitive markets• Next-generation engagement frameworks (the children of your $5M+ clients are your future)• Portfolio construction solutions for today\'s \"nowhere to hide\" environment• Tax-efficient income strategies your CPA clients will actually thank you for• Alternatives education that positions you as the expert voice in the roomThink of me as an extension of your team, not another wholesaler fighting for calendar time.I bring institutional-quality research, market intelligence, and actionable ideas for your business.I want to understand your practice, your goals, and your challenges before I ever talk about a ticker symbol.Current focus: Helping advisors solve the income dilemma (traditional 60/40 portfolio won’t cut it), navigate the private markets, and prepare for the largest wealth transfer in history.If you\'re building a practice that will matter in 2030, not just 2026, let\'s talk strategy.Call:(94••••••47Text:(945)3••••••••@calamos.com
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