•  Complimentary registration for Advisors and Investors
  •  Approved for 12 CFP/CIMA/CPWA CE credits


  • The 14th Annual Closed-End Funds & Global ETFs Forum is the only educational, industry, marketing, and networking event to combine closed-end funds and ETFs. This conference consistently draws over 1,000 professionals every year. Financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest CEF and ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections. 

    This year's forum is designed to:

    • Discern and differentiate the latest CEFs and ETFs group investment products
    • Evaluate ETF types, its portfolios, and associated benefits and risks
    • Promote investor education on nuances of CEFs
    • Learn how to choose the right index
    • Identify upcoming trends for CEFs and ETFs
    • Understand effects on asset allocation
    • Create networking opportunities for attendees
    • Examine institutional investing in ETFs (such as in liquidity management)

    Our panels and presentations, which are spearheaded by key investors and professionals, will provide attendees with the chance to network with key industry professionals and learn how to capitalize on informed investments by avoiding the pitfalls of a diversified, changing market. 



    LUNCHEON KEYNOTE SPEAKER
     



    JOHN P. CALAMOS, SR.  
    Chairman, CEO and Global Co-CIO
    Calamos Investments










      ©  Copyright 1996-2017. 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.