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

  • Capital Link's 14th Annual Closed-End Funds & Global ETFs Forum, scheduled for April 23, 2015 at the Metropolitan Club in New York City, is a strategic level meeting of financial advisors, financial planners, institutional investors, fund and asset managers, analysts and financial media, in addition to other wealth management professionals. 

    The Forum is designed to:

    • Reach an exclusive audience of senior investment executives from major wealth management institutions, financial advisory firms, RIA's, public and corporate pension funds, endowments, foundations, and family offices who currently are allocating or have plans to allocate to closed-end funds & ETFs.
    • Demonstrate your expertise to wealth managers and advisors who serve as gatekeepers in directing money to closed-end funds, ETFs and index funds.
    • Provide opportunity for attendees to find the most cost-effective and time-efficient ways to differentiate your fund from the thousands of other closed-end funds & global ETFs, branding your firm while maintaining and growing your business.


    Capital Link's Annual Closed-End Funds & Global ETFs Forum offers ideal sponsorship opportunities for you to make your case in front of a carefully selected audience of over 1000+ credentialed wealth management professionals. 

    Your firm will be highly visible through presentations, participation in panel discussions, and networking interaction with attendees. 

    The Forum offers numerous networking opportunities to help sponsors build relationships and learn what key investors are thinking. 

    Please contact Nicolas Bornozis or Anny Zhu at (212) 661-7566 or email funds@capitallink.com for further information.










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