* Capital Link Forum - 10th Annual Capital Link Closed-End Funds and Global ETFs Forum

Venue

2010 CEF & ETF Forum

2010 CEF & ETF Awards

DOWNLOAD AGENDA IN PDF

7:30 AM-8:00 AM	REGISTRATION & BREAKFAST
MORNING SESSIONS (West Lounge - 1st Floor)
8:00 AM - 8:10 AM	WELCOME REMARKS	Mr. Nicolas Bornozis , President - Capital Link, Inc. - Conference Chairman Mr. Lewis Aaron , Founder and Director, Fund Consultants LLC - Conference Master of Ceremonies
OPENING ADDRESS
8:10 AM - 8:30 AM	CLOSED-END FUNDS	THE STATE OF THE CLOSED-END FUND INDUSTRY IN 2011 Mr. John P. Calamos Sr. , Chairman, Chief Executive Officer & Co-Chief Investment Officer - Calamos Investments
8:30 AM - 8:50 AM	EXCHANGE TRADED FUNDS	THE STATE OF THE ETF INDUSTRY IN 2011 Ms. Deborah Fuhr , Managing Director, Global Head of ETF Research & Implementation Strategy - BlackRock
8:50 AM - 10:30 AM	FIXED INCOME INVESTING Introduced by: Mr. Michael Jabara , Vice President, Head of Exchange-Traded Fund (ETF) and Closed-End Fund Research, Morgan Stanley Smith Barney	EMERGING MARKET DEBT - A CHANGING ASSET CLASS Mr. Kevin Daly , Portfolio Manager, Global Emerging Market Equities - Aberdeen Asset Management THE EVOLUTION OF FIXED INCOME ETFs - ACTIVE MANAGEMENT Ms. Natalie Zahradnik , Senior Vice President. ETF Strategist - PIMCO MUNICIPAL FIXED INCOME MARKET Muni Bonds - Crisis or Opportunity Mr. Joe Deane , Portfolio Manager - Western Asset Management Company GUGGENHEIM MARKET OUTLOOK & OPPORTUNITY Mr. Steven Baffico , Senior Managing Director, Head of US Private Client Group - Guggenheim Funds Distributors, Inc. MLP'S AS AN ALTERNATIVE TO FIXED INCOME Mr. Jerry Swank , Managing Partner - Swank Capital & Cushing MLP Asset Management FIXED INCOME INVESTING Q&A
10:30 AM - 11:50 AM	EQUITY & TOTAL RETURN INVESTING Introduced by: Mr. Jon Maier , Global Macro Research, Closed-End Fund Analyst and ETF Strategist, Bank of America Merrill Lynch	CONVERTIBLES AND HIGH YIELD Mr. John P. Calamos Sr. , Chairman, Chief Executive Officer & Co-Chief Investment Officer - Calamos Investments GLOBAL REAL ESTATE SECURITIES: From Recovery to Expansion Mr. Robert H. Steers , co-chairman and co-chief executive officer - Cohen & Steers Capital Management, Inc. LATIN AMERICAN OPPORTUNITIES Mr. Andy Brown , Investment Manager, Global Emerging Market Equities - Aberdeen Asset Management INVESTMENT OPPORTUNITIES IN ENERGY INFRASTRUCTURE SECTOR: Why Pipelines Belong in Your Portfolio Mr. Jeff Fulmer , Energy Portfolio Advisor - Tortoise Capital Advisors EQUITY & TOTAL RETURN INVESTING Q&A
11:50 AM - 12:25 PM	RISK MITIGATION STRATEGIES Introduced by: Mr. Alexander Reiss , Analyst Closed-End Fund Research, Stifel Nicolaus	DIVERSIFICATION AND RISK MITIGATION IN TIMES OF HIGH CORRELATIONS AND VOLATILITY Mr. Matthew Moran , Vice President, Chicago Board Options Exchange (CBOE) INNOVATIVE FUNDING SOLUTIONS FOR CLOSED-END FUNDS Mr. Tomer Seifan , Head of Structuring for Global Equities and Commodity Derivatives - BNP Paribas RISK MITIGATION STRATEGIES Q&A
12:25 AM - 12:30 PM	RAISING AWARENESS OF CEFs AND ETFs TO A WIDER AUDIENCE	Mr. Nicolas Bornozis , President - Capital Link, Inc.
PARALLEL BREAK OUT SESSIONS (James Room - 2nd Floor)
9:50 AM - 10:30 AM	*Moderated by:* Mr. Ian Rasmussen , Senior Director - Fitch Ratings	USE OF LEVERAGE IN CLOSED-END FUNDS Mr. Yuriy Layvand , CFA, Associate Director - Fitch Ratings Mr. William Meyers , Vice President - Nuveen Investments Mr. Steve O'Neill, CFA , Portfolio Manager - RiverNorth Capital Management, LLC Ms. Mariana Bush , Closed-End Funds & Exchange Traded Funds Analyst - Wells Fargo Advisors
10:30 AM - 11:10 AM		INCORPORATING CEFs AND ETFs INTO DYNAMIC PORTFOLIO STRATEGIES Mr. Kevin D. Mahn , Chief Investment Officer - Hennion & Walsh Asset Management and Portfolio Manager - SmartTrust Unit Investment Trusts
11:10 AM - 11:50 AM		Energy MLP ETPs vs. CEFs: Which one is right for your portfolio? Exploring the advantages and trade-offs of the various structures available to gain exposure to the emerging MLP asset class. Mr. Jerry Swank , Managing Partner - Swank Capital & Cushing MLP Asset Management
11:50 AM - 12:30 PM	Moderated by: Mr. Bruce H. Goldfarb , President and Chief Executive Officer - Okapi Partners LLC	OPTIMIZING INVESTOR RESPONSE AND PROXY SOLICITATION CAMPAIGNS Mr. Chris Cernich , Director of M&A and Proxy Contest Research - ISS Governance Ms. Jennifer R. Gonzalez , Partner - K&L Gates Ms. Laura A. Bissell , Managing Director - Okapi Partners LLC
3:10 PM - 3:50 PM		COMMODITY ETFs - A Brief History of Commodity Indexes Mr. Kurt J. Nelson , Partner - SummerHaven Investment Management, LLC Mr. John T. Hyland, CFA , Chief Investment Officer - United States Commodity Funds
LUNCH SESSION (Main Dining Room - 3rd Floor)
1:00 PM - 1:50 PM	KEYNOTE SPEAKER	Mr. Dean Maki Managing Director, Chief US Economist Barclays Capital US Economic Outlook Focusing on the Risks of Today's Easy Monetary Policies
1:50 PM - 2:20 PM	CEF, ETF & ANALYST AWARDS CEREMONY
AFTERNOON SESSIONS (West Lounge - 1st Floor)
*ROUNDTABLE DISCUSSIONS*
2:40 PM - 3:10 PM	CEF INDUSTRY ROUNDTABLE Moderated by: Ms. Mariana Bush , Closed-End Funds & Exchange Traded Funds Analyst - Wells Fargo Advisors	CURRENT TRENDS, OPPORTUNITIES & OUTLOOK Mr. Marc Loughlin, US CEF Sales - Canaccord Genuity Inc. Mr. Jonathan Isaac , Vice President, Director of Product Management - Eaton Vance Investment Managers Mr. Will Korver , Senior Vice President - Guggenheim Funds Distributors, Inc.
3:10 PM - 3:40 PM	CEF INDUSTRY ROUNDTABLE Moderated by: Mr. Mike Taggart , Closed-End Fund Strategist - Morningstar	NEW PRODUCT DEVELOPMENT IN TODAY'S MARKET PLACE Mr. William Meyers , Senior VP, Product Developments - Nuveen Mr. Bill Golden , Managing Director, Closed-End Funds - Legg Mason & Co. Mr. Stephen Dougherty , CFA, Senior Vice President, Head of Structured Assets & Alternatives Investment Solutions Team - ING Investment Management
3:40 PM - 4:20 PM	INDUSTRY ROUNDTABLES ETFs Moderated by: Mr. Scott Burns Mr. Scott Burns, Director ETF Research - Morningstar	CURRENT TRENDS, OPPORTUNITIES & OUTLOOK Mr. Stephen Cook , Managing Director of Product Strategy - Bank of New York Mellon Mr. Dominic Maister , Director - iShares Due Diligence Team, BlackRock Mr. Eric M. Pollackov , Managing Director, ETF Capital Markets- Charles Schwab & Co., Inc. Mr. Solomon G. Teller, CFA , Head of Investment Analytics - ProShares Mr. Luciano Siracusano , Chief Investment Strategist & Director of Sales - WisdomTree
4:20 PM - 4:50 PM	COMMODITY ETFs Moderated by: Mr. Dennis Emanuel , Managing Director, CEF & ETF Research - Citigroup Investment Research	Mr. Alex Depetris , Vice President of Deutsche Bank Commodity Services LLC Mr. Tim Harvey , Senior Vice President - ETF Securities Mr. John T. Hyland, CFA , Chief Investment Officer - United States Commodity Funds
4:50 PM - 5:20 PM	INDICES Moderated by: Mr. Scott Burns , Director ETF Research - Morningstar	Mr. Lucas Garland , Head of Product Management - Thomson Reuters Indices Mr. Mark Abssy , Index & ETF Manager - International Securities Exchange Mr. Kurt J. Nelson , Partner - SummerHaven Investment Management, LLC
5:20 PM - 5:50 PM	TRADING & BEST EXECUTION Moderated by: Ms. Laura V. Morrison , Senior Vice President, Global Index and Exchange Traded Products - NYSE Euronext	Mr. Thomas R. Smykowski , Managing Director, Global Head Portfolio and ETF Trading - ConvergEx Group Mr. Dean Kordalis , Director of National ETF Sales - Knight Equity Markets, L.P. Mr. Andrew McOrmond , Managing Director, ETF Group - WallachBeth Capital LLC Mr. Dave Abner , Director of Institutional ETF Sales - WisdomTree Investments
6:00 PM - 7:00 PM	COCKTAIL RECEPTION

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