With a 15-year track record, Capital Link’s Annual Closed-End Funds & Global ETFs Forum is the longest running investment forum with significant branding and recognition in the industry. It updates the broader investment community on the latest trends and developments and investment strategies using Closed-End Funds & Exchange Traded Funds. 

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.

The event will focus on topics of critical interest for the CEF and ETF space and also on investment strategies involving CEFs & ETFs.

Topics to be addressed include:

  • The State of the CEF Sector
  • Where is the Value Today in CEFs
  • Maximizing Returns in the CEF Space
  • Revitalizing IPOs & Secondary Market Support for CEFs
  • The Use of Leverage in CEFs & The Rising Interest Rate Environment
  • MLPs: Navigating the New Energy Landscape & Beyond
  • BDCs: Financing America’s Growth
  • The State of the ETF Sector
  • How Smart is SmartBeta?
  • Product Innovation in the ETF Space
  • Advisor Panel – Using CEFs & ETFs in Client Portfolios

Capital Link’s Forums are known for combining rich educational content with extensive marketing and networking opportunities. With a 15-yeat track record of success this Annual Forum is a meeting place for advisors, investors and fund sponsors.

For further information, contact Eleni Bej at or call +1 212 661-7566.
For sponsorship opportunities, contact Nicolas Bornozis or Anny Zhu at or call +1 212 661-7566.


Jim Ross, Executive Vice President - State Street Global Advisors (SSGA), Global Head of SPDR ETFs. He also serves as Head of US Intermediary Distribution, and is Chairman of SSGA Funds Management, Inc. (SSGA FM)


Henry H. McVey, CIO of KKR’s Balance Sheet and Head of Global Macro & Asset Allocation , KKR


Distinguished industry analysts

Mariana Bush, CFA
Senior Analyst
Wells Fargo Advisors
Amy M. Charles
Managing Director, Closed-End Fund & Exchange-Traded Fund Research
Raymond James
Michael Jabara
Managing Director and Head of ETF and Closed-End Fund Research
Morgan Stanley Wealth Management
Elias Lanik
Senior Closed-End Fund Analyst
BofA Merrill Lynch Global Research
Alexander Reiss



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