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7:15 AM
MORNING SESSIONS
(West Lounge - 1st Floor)
7:50 AM - 7:55 AM WELCOME REMARKS
  • Mr. Nicolas Bornozis, President & Conference Chairman - Capital Link, Inc.
  • 7:55 AM - 8:00 AM CLOSED VERSUS OPEN-END FUNDS - WHO WAS THE BETTER PERFORMER IN 2011?
  • Mr. Lewis Aaron, Founder and Director - Fund Consultants LLC - Conference Chairman
     Presentation/PDF
  • OPENING ADDRESS
    8:00 AM - 8:20 AM CLOSED-END FUNDS THE STATE OF THE CEF INDUSTRY IN 2012
  • Mr. Jeff Margolin, Senior Vice President and Closed-End Fund Analyst - First Trust Advisors
  • 8:20 AM - 8:40 AM EXCHANGE TRADED FUNDS THE STATE OF THE ETF INDUSTRY IN 2012
  • Mr. Martin Kremenstein, Head of North America ETP Management - db-X Group
     Presentation/PDF
  • 8:40 AM - 9:20 AM REAL ASSETS FOR REAL RETURNS

    THE ELEMENTS OF INVESTING IN REAL ASSETS
  • Mr. Yigal Jhirad, Senior Vice President & Portfolio Manager - Cohen & Steers

    OPPORTUNITIES IN THE MLP MARKET
  • Mr. Kenny Feng, President and Chief Executive Officer - Alerian
     Presentation/PDF
  • 9:20 AM - 10:00 AM OUTLOOK AND OPPORTUNITIES FOR THE ASIA-PACIFIC
  • Mr. Donald Amstad, Director - Aberdeen Asset Management Asia
     Presentation/PDF
  • 10:00 AM - 11:00 AM FIXED INCOME INVESTING

    ROYALTY TRUST
  • Mr. Dan Spears, Partner & Portfolio Manager - Swank Capital / Cushing MLP Asset Management
     Presentation/PDF

    SENIOR LOAN MARKET UPDATE AND OUTLOOK
  • Mr. William Housey, Senior Vice President & Senior Portfolio Manager, Leveraged Finance Investment Team - First Trust Advisors
     Presentation/PDF

    FIXED INCOME ETF PORTFOLIO MANAGEMENT
  • Mr. Don Suskind, CFA, Senior Vice President & Head of ETF Product Management - PIMCO
     Presentation/PDF
  • 11:00 AM - 11:40 AM EQUITY & TOTAL RETURN INVESTING FACTOR INVESTING: MEASURING AND MANAGING FACTOR EXPOSURES
  • Mr. David Koenig, Director, Investment Strategy - Russell ETFs
     Presentation/PDF

    CURRENCY EFFECTS ON INTERNATIONAL EQUITY INVESTMENTS
  • Mr. Alex Depetris, Vice President - db-X Group
     Presentation/PDF
  • 11:40 AM - 12:40 PM INVESTING INTERNATIONALLY

    THE THIRD COMING OF EMERGING MARKETS
  • Mr. James Upton, Executive Director- Morgan Stanley Investment Management
     Presentation/PDF

    THE MEXICO FUND: MEXICAN ECONOMIC CLIMATE, PERSPECTIVES & INVESTMENT OPPORTUNITIES
  • Mr. Eduardo Solano, Investor Relations Vice President - The Mexico Fund, Inc.
     Presentation/PDF

    TACTICAL OPPORTUNITIES IN GLOBAL MARKETS
  • Mr. Bruno del Ama, Chief Executive Officer - Global X Funds
     Presentation/PDF
  • PARALLEL BREAK OUT SESSIONS
    (James Room - 2nd Floor)
    8:40 AM - 9:10 AM CAPITALIZING ON THE ADVANCEMENT TOWARD ENERGY INDEPENDENCE
  • Mr. Dan Spears, Partner & Portfolio Manager - Swank Capital / Cushing MLP Asset Management
     Presentation/PDF
  • 9:20 AM - 10:00 AM HIGH YIELD & CONVERTIBLES Moderated by:
    Mr. Michael Jabara, Vice President, Head of Exchange-Traded Fund (ETF) and Closed-End Funds Research Morgan Stanley Smith Barney

    Panelists:
  • Mr. Scott Becker, Senior Vice President & Portfolio Specialist - Calamos Investments
  • Mr. Gary Russell, CFA, Managing Director - DWS Investments Closed-End Funds
  • Ms. Jessica Tom, Senior Vice President , Senior Credit Analyst - PIMCO
  • 10:00 AM - 10:40 AM ALTERNATIVE FIXED INCOME ETFs: "IT'S THE YIELD, STUPID!"

    Moderated by:
    Mr. James Pacetti, Head of Business Development - S-Network Global Indexes

    Panelists:
  • Mr. Paul Mazzilli, CEO - Mazzilli Advisors and Chairman - S-Network CEF Indexes
     Presentation/PDF
  • Mr. Joseph Becker, Senior Income Product Strategist - Invesco PowerShares
     Presentation/PDF
  • Mr. Ed Lopez, Marketing Director - Market Vectors ETFs
     Presentation/PDF
  • 11:00 AM - 11:40 AM OPPORTUNITIES IN PREFERRED SECURITIES: AN EVOLVING ASSET CLASS IN AN ERA OF FINANCIAL REFORM
  • Mr. William Scapell, CFA, Senior Vice President & Director of Fixed-Income - Cohen & Steers
     Presentation/PDF
  • 11:40 AM - 12:20 AM LEVERAGE AND DERIVATIVES IN CLOSED-END FUNDS Moderated by:
    Mr. Yuriy Layvand, CFA, Director, Fund & Asset Manager Rating Group - Fitch Ratings
     Presentation/PDF

    Panelists:
  • Mr. Greg Fayvilevich, Associate Director, Fund & Asset Manager Rating Group - Fitch Ratings
  • Mr. Robert Crothers, Vice President - BlackRock
  • Mr. Jon Maier, Global Macro Research, Closed-End Fund Analyst and ETF Strategist - Bank of America Merrill Lynch
  • Mr. Tomer Seifan, Head of Structuring for Global Equities and Commodity Derivatives - BNP Paribas
  • 12:20 AM - 12:50 PM CAPITAL RAISING FOR CLOSED-END FUNDS & ETFS

    Panelists:
  • Mr. Fletcher Ladd, Global Prime Finance Sales - Deutsche Bank
     Presentation/PDF
  • Mr. Moe Cohen, Managing Director - JonesTrading
     Presentation/PDF
  • Mr. Andy Tuthill, Managing Director and Head of Capital Markets JonesTrading
  • 3:00 PM - 3:20 PM WHY GLOBAL BONDS?
  • Mr. Jack P. McIntyre, CFA, Portfolio Manager and Senior Research Analyst - Brandywine Global Investment Management, LLC
     Presentation/PDF
  • 3:30 PM - 4:10 PM SCOTT SCHULTZ'S CLOSED END FUND LONG ONLY, TOP PERFORMING STRATEGY
  • Mr. Scott Schultz, Founder, Manager & Chairman - Scott Schultz Closed End Funds, Inc.
     Presentation/PDF
  • LUNCH SESSION
    (Main Dining Room - 3rd Floor)
    1:00 PM - 2:00 PM KEYNOTE LUNCHEON ADDRESS

    Introductory remarks by
    Mr. Piers Currie, Global Head of Marketing, Aberdeen


    "The Age of the Enlightened Investor"

    Mr. Scott Burns
    Director of ETF, Closed-End, and Alternative Fund Research - Morningstar

     Presentation/PDF
    2:00 PM - 2:15 PM
    CEF, ETF & ANALYST AWARDS CEREMONY
    AFTERNOON SESSIONS
    (West Lounge - 1st Floor)
    2:30 PM - 3:00 PM CEF INDUSTRY ROUNDTABLE CURRENT TRENDS, OPPORTUNITIES & OUTLOOK

    Moderated by:
    Mr. Mike Taggart, Director of U.S. Closed-End Fund Research - Morningstar

    Panelists:
  • Mr. Robert Bush, Director of Closed-End Fund Products - Calamos Investments
  • Mr. Paul Williams, Managing Director, Product Development - Nuveen Investments, Global Structured Products Group
  • Mr. Robert Ionescu, Director and Senior Closed-End Fund Product Specialist - Legg Mason
  • Mr. Robert Shaker, Portfolio Manager - Shaker Financial Services
  • 3:00 PM - 3:30 PM ETF INDUSTRY ROUNDTABLE CURRENT TRENDS, OPPORTUNITIES & OUTLOOK

    Moderated by:
    Mr. Paul Justice, Director of North American ETF Research - Morningstar

    Panelists:
  • Mr. Martin Kremenstein, Head of North America ETP Management - db-X Group
  • Mr. Edward Rosenberg, Director, Head of ETF Capital Markets & Analytics - Russell ETFs
  • Mr. Erik Liik, President & CEO - FocusShares
  • Ms. Deborah Fuhr, Partner & Co-founder - ETF Global Insight
  • 3:30 PM - 4:00 PM INDICES CURRENT TRENDS, OPPORTUNITIES & OUTLOOK

    Panelists:
  • Mr. Mark Abssy, Senior Index & ETF Manager - International Securities Exchange (ISE)
     Presentation/PDF
  • Mr. Florian Fischer, Global Product Manager - Thomson Reuters Indices
     Presentation/PDF
  • 4:00 PM - 4:20 PM COMMODITY OPPORTUNITIES - A TOTAL RETURN STRATEGY
  • Mr. Jonathan Spencer, President - Gresham Investment Management LLC
     Presentation/PDF
  • 4:20 PM - 4:50 PM COMMODITY ETFs Moderated by:
    Ms. Mariana Bush, Closed-End Fund and Exchange-Traded Tracking Products - Wells Fargo Advisors, LLC

    Panelists:
  • Mr. John T. Hyland, CFA, CIO - United States Commodity Funds, LLC (USCF)
  • Mr. Ashmead Pringle, President - GreenHaven LLC
  • Mr. Jonathan Spencer, President - Gresham Investment Management LLC
  • 4:50 PM - 5:05 PM OUT LOOK FOR PRECIOUS METALS & ETFs IN 2012
  • Mr. William Rhind, Managing Director - ETF Securities (US) LLC
     Presentation/PDF
  • 5:05 PM - 5:25 PM EQUITY VOLATILITY MANAGEMENT
  • Mr. Matthew Moran, Vice President Chicago Board Options Exchange (CBOE)
     Presentation/PDF
  • 5:25 PM - 5:55 PM ANALYST PANEL Moderated by:
    Mr. Dennis P. Emanuel, Managing Director, ETFs & Closed-End Funds - Citigroup Investment Research

    Panelists:
  • Mr. Jon Maier, Global Macro Research, Closed-End Fund Analyst, and ETF Strategist - Bank of America Merrill Lynch
  • Ms. Mariana Bush, Closed-End Fund and Exchange-Traded Tracking Products - Wells Fargo Advisors, LLC
  • Mr. Michael Jabara, Vice President, Head of Exchange-Traded Fund (ETF) and Closed-End Funds Research - Morgan Stanley Smith Barney
  • Mr. Alex Reiss, Vice President, Closed-End Fund Research - Stifel Nicolaus
  • 6:00 PM - 7:00 PM COCKTAIL RECEPTION






                                           
                                           
                                           









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