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7:30 am - 8:00 am REGISTRATION
MORNING SESSIONS
  Welcome Remarks Nicolas Bornozis, President - Capital Link, Inc.
8:00 am - 8:20 am Opening Address: “The State of the CEF Industry in 2013” John Calamos, CEO & Global Co-CIO - Calamos Investments
8:20 am - 8:40 am Opening Address: “The State of the ETF/ETP Industry in 2013” Dodd Kittsley, Director, Global Head of ETP Research - BlackRock
West Lounge (First Floor) James Room (Second Floor)
FIXED INCOME INVESTING
Michael Jabara, Vice President, Head of Exchange Traded Funds & Closed-End Funds Research - Morgan Stanley Smith Barney
THE ENERGY RENAISSANCE & MLPs
Elias Lanik, Closed-End Fund & Exchange Traded Fund Research - Bank of America Merrill Lynch
8:40 am - 9:20 am A Recap & Outlook on TIPS Securities & Inflation Peter Stutz, Portfolio Manager, Research Analyst - Western Asset Management 8:40 am - 9:20 am The Energy Renaissance: Investing Across the Entire Energy Value Chain Jerry Swank, Founder, Managing Partner & CEO -Swank Capital & The Cushing Funds

Daniel Spears
Partner & Portfolio Manager - The Cushing Funds 
9:00 am - 9:20 am Active Cash Management: Cash & Short Duration Investments Jerome Schneider, Managing Director, Head of the Short-Term & Funding Desk - PIMCO
9:20 am - 9:40 am Active Management: The Benefits in High-Yield and Senior Loan ETFs William Housey, Senior Portfolio Manager, Leveraged Finance Investment Team - First Trust Advisors 9:20 am - 9:40 am The Shale Revolution: What it Means for MLPs Ron Logan, Managing Director - Kayne Anderson
9:40 am - 10:00 am Opportunities in Credit - A Focus on Senior Loans Larry Holzenthaler, Analyst - Symphony Asset Management 9:40 am - 10:00 am Investment Alternatives & Strategies in the MLP Sector through CEFs & ETFs Kenny Feng, President & CEO - Alerian
INTERNATIONAL INVESTING
Alex Reiss, Director, Closed-End Fund Research - Stifel Nicolaus
FIXED INCOME INVESTING
Mariana Bush, Closed-End Fund & Exchange Traded Funds Research - Wells Fargo Advisors
10:00 am - 10:20 am The Mexico Fund Eduardo Solano, Investor Relations VP - The Mexico Fund, Inc. 10:00 am - 10:20 am Innovation in Fixed Income Products Steve Laipply, Director, Model Based Fixed Income Portfolio Management Group -BlackRock
10:20 am - 10:40 am Emerging Markets James Upton, Managing Director, Senior Portfolio Manager & COO - Morgan Stanley 10:20 am - 10:40 am Investment Opportunities in Municipal Bonds Philip Condon, Head of Fixed Income U.S., Head of Municipal Bond Portfolio Management - Deutsche Asset & Wealth Management
10:40 am - 11:20 am The Merits of Asia Donald Amstad, Director - Aberdeen Asset Management Asia 10:40 am - 11:20 am Preferred Securities - Potential for High Income with Attractive Relative Value William Scapell, SVP, Director of Fixed Income & Portfolio Manager - Cohen & Steers
11:20 am - 11:40 am Investment Opportunities in European Equities David Wertheim, Director, Senior Investment Specialist Equities & Commodities - Deutsche Asset & Wealth Management 11:20 am - 11:40 am Senior Loan Portfolio Market Dan Norman, Managing Director & Group Head ING Senior Loan Group - ING
11:40 am - 12:00 pm Mexico: The Smart Alternative Investment Maria Eugenia Pichardo, Senior Portfolio Manager - Mexico Equity and Income Fund, Inc.

Roberto Barrera, Senior Portfolio Strategies - Pichardo Asset Management

Jose Arnulfo Rodriguez, Senior Debt Strategies - Citibank Banamex
THE USE OF LEVERAGE & CEFs
11:40 am - 12:20 pm
The Use of Leverage CEFs
Moderator:
Yuriy Layvand, Director, Fund & Asset Manager Group - Fitch Ratings

Panelists:
  • Greg Fayvilevich, Director, Fund & Asset Manager Group - Fitch Ratings
  • Brad Adams, Managing Director - Tortoise Capital Advisors
  • William Meyers, Managing Director, Capital Markets - Nuveen Investments
  • Andrew Hanson, Managing Director, Head of Debt Private Placements - Morgan Stanley
EQUITY & TOTAL RETURN INVESTING

John Duggan, Executive Director, Closed-End Fund & ETF Strategist - Oppenheimer & Co.
12:00 pm - 12:20 pm Global Listed Infrastructure & MLPs Benjamin Morton, SVP, Portfolio Manager - Cohen & Steers
12:20 pm - 12:40 pm The Energy Renaissance & Upstream Income Opportunities Jerry SwankFounder, Managing Partner & CEO -Swank Capital & The Cushing Funds

Dan Spears
Partnert & Portfolio Manager - The Cushing Funds
CURRENCY HEDGING
12:20 pm - 12:40 pm The Case For Currency Hedging Patrick Schramm, Vice President & ETF Investment Specialist - Deutsche Asset & Wealth Management
LUNCHEON & KEYNOTE ADDRESS
1:00 pm - 2:00 pm Introductory Remarks by
Laura Morrison
SVP, Global Index & Exchange Traded Products
NYSE Euronext

“Bridging the Transparency Gap: The Importance of Investor Relations”
Piers Currie
Group Head of Brand - Aberdeen Asset Management

2:00 pm - 2:30 pm Closed End Fund, ETF & Analyst Awards
AFTERNOON SESSIONS
INDUSTRY ROUNDTABLE
2:40 pm – 3:20 pm   CEF Industry Roundtable
Moderator:
Michael Taggart, Head of Closed-End Fund Research - Morningstar, Inc.

Panelists:
  • Robert Bush, SVP - Calamos Investments
  • Robert Ionescu, Director & Senior Closed-End Fund Product Specialist - Legg Mason & Co.
  • Jonathan Isaac, VP, Director of Product Mangement - Eaton Vance
  • Anne Kritzmire, Managing Director, Global Structured Products Marketing -  Nuveen Investments
West Lounge (First Floor) James Room (Second Floor)
RISK MITIGATION STRATEGIES
Jon Maier, Head of ETF Strategy - Bank of America Merrill Lynch
INVESTING FOR YIELD THROUGH ETPs
3:20 pm - 3:40 pm Minimum Volatility Exposure to the Equity Markets Joseph Nelesen, Director, iShares Product Research & Development - BlackRock 3:20 pm - 4:00 pm       Yield Solutions: Alternative strategies using ETPs

Moderator:

Jeanene Timberlake, Managing Editor - Wall Street Letter

Panelists:
  • Joseph Becker, Senior Fixed & Equity Income Product Strategist
    - Invesco PowerShares
  • Michael Akins, Portfolio Manager - ALPS ETF Trust
  • James Pacetti, Director of Business Development -
    S-Network Global Indexes
  • Doug Bond, Executive Vice President, Portfolio Manager -
    Cohen & Steers
  • Michael Jabara, Vice President, Head of Exchange Traded Funds &
    Closed-End Funds Research
    - Morgan Stanley Smith Barney
3:40 pm - 4:00 pm Equity Volatility Management Matthew Moran, VP, Business Development - Chicago Board Options Exchange (CBOE)
COMMODITIES & PRECIOUS METALS
Jon Maier, Head of ETF Strategy - Bank of America Merrill Lynch
PERMANENT CAPITAL & ALTERNATIVE INCOME STRATEGIES
4:00 pm - 4:20 pm Outlook for Precious Metals William Rhind, Managing Director - ETF Securities (US) LLC 4:00 pm - 4:40 pm     Using Permanent Capital to Effectively
Deliver Alternative Income Strategies


Moderator:

Steven A. Baffico, Managing Partner & CEOFour Wood Capital Partners, LLC

Panelists:
  • Michael McGrath, Partner - Perella Weinberg Partners
  • Ted Smith, Head of U.S. Intermediary Distribution -
    Ashmore Investment Management UK
  • Samuel Sahn, Portfolio Manager, Global Real Estate Securities -
    Timbercreek Asset Management
  • Michael Lehmann, Portfolio Manager - Third Avenue Management
4:20 pm - 4:40 pm GLDI: Generating Yield on Gold Gregory King, Director and Head of ETPs - Credit Suisse
4:40 pm - 5:00 pm Commodity ETFs John Hyland, CIO - United States Commodity Funds LLC      
INDUSTRY ROUNDTABLE
5:00 pm - 5:40 pm ETF Industry Roundtable
Moderator:
Scott Burns, Director of Fund Research Morningstar, Inc.

Panelists:
  • Matt Hougan, President, ETF Analytics & Global Head of Editorial - IndexUniverse / ETF Analytics
  • Edward McRedmond, SVP, Portfolio Strategies - Invesco PowerShares Capital Management LLC
  • Paul Lohrey, Managing Director, Head of iShares Global Investment Group - iShares by BlackRock
  • Deborah Fuhr, Partner & Co-Founder - ETFGI
6:00 pm – 7:00 pm COCKTAIL RECEPTION
The Event Qualifies for 9 hours of Continuing Education Credit









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