Jeff Phlegar

Director/Board Member at CALAMOS STRATEGIC TOTAL RETURN FUND

60 year

Finance

Miscellaneous

Consumer Services

Profile

Jeffrey Scott Phlegar is currently Director at MacKay Shields High Yield Crossover Portfolio.
He is also Independent Trustee at Calamos Strategic Total Return Fund and Calamos Dynamic Convertible & Income Fund, both starting in 2025.
Formerly, Mr. Phlegar was Chairman & Chief Executive Officer at MacKay Shields LLC from 2011 to 2024.
Other past roles include Fixed Income Product Specialist at BNY Mellon Investment Adviser, Inc., Chief Investment Officer at Foursquare Capital Corp.
in 2009, Executive Vice President at AllianceBernstein LP from 1993 to 2011, and Portfolio Manager at Equitable Capital Management Corp.
Education includes an MBA from Adelphi University and an undergraduate degree from Hofstra University.

Jeff Phlegar active positions

Companies	Position	Start
CALAMOS STRATEGIC TOTAL RETURN FUND	Director/Board Member	01/09/2025
CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND	Director/Board Member	01/09/2025
MacKay Shields High Yield Crossover Portfolio MacKay Shields High Yield Crossover Portfolio Financial ConglomeratesFinance Functions as investment fund	Director/Board Member	-

All active positions of Jeff Phlegar

Former positions of Jeff Phlegar

Companies	Position	End
MacKay Shields LLC MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.	Chief Executive Officer	01/03/2024
AllianceBernstein LP AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.	Head-Fixed Income Invts	30/11/2011
BNY Mellon Investment Adviser, Inc. BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.	Corporate Officer/Principal	31/12/1992
Equitable Capital Management Corp. Equitable Capital Management Corp. Financial ConglomeratesFinance Provides investment services	Corporate Officer/Principal	31/12/1987
Foursquare Capital Corp. Foursquare Capital Corp. Investment Banks/BrokersFinance Engages in acquiring, financing, and managing a portfolio of commercial and residential mortgage-backed securities	Chief Investment Officer	-

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Linked companies

Private companies	10
BNY Mellon Investment Adviser, Inc. BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.	Finance
MacKay Shields LLC MacKay Shields LLC Investment ManagersFinance MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.	Finance
Foursquare Capital Corp. Foursquare Capital Corp. Investment Banks/BrokersFinance Engages in acquiring, financing, and managing a portfolio of commercial and residential mortgage-backed securities	Finance
Calamos Strategic Total Return Fund Calamos Strategic Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Calamos Dynamic Convertible & Income Fund Calamos Dynamic Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
AllianceBernstein LP AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.	Finance
Adelphi University Adelphi University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hofstra University Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Equitable Capital Management Corp. Equitable Capital Management Corp. Financial ConglomeratesFinance Provides investment services	Finance
MacKay Shields High Yield Crossover Portfolio MacKay Shields High Yield Crossover Portfolio Financial ConglomeratesFinance Functions as investment fund	Finance