CLICK HERE TO VIEW PRESENTATION ARCHIVE

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









  ©  Copyright 1996-2014. Capital Link, Inc. All rights reserved.

visit:   www.capitallink.com  |  www.capitallinkshipping.com  |  www.capitallinkgreece.com  |  www.capitallinkfunds.com  |  www.irprofiles.com


Disclaimer & Terms Of Use. The information herein is not an offer to buy or sell any kind of securities nor does it constitute investment advice of any kind. Capital Link does not represent or warrant the accuracy of the information in this site. The user of the site acknowledges that he/she accesses the information at his/her own risk and cannot hold Capital Link liable for any matter in any way. Please read full disclaimer and terms of use.