With a 16-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:
  • Where is the Value Today in CEFs?
  • Fund Initiatives to Maximize Shareholder Value - Optimizing NAV Distribution Policies & Fund Disclosure
  • Don’t Miss the MLP Comeback!
  • Are Term Trusts the Wave of the Future or a Passing Fad?
  • Use of Leverage in CEFs
  • BDC Roundtable
  • International Investing
  • Commodities Investing
  • Generate Dividends through Global Equity Income Investing
  • Actively-Managed ETF Portfolio of Closed-End Funds

Capital Link’s Forums are known for combining rich educational content with extensive marketing and networking opportunities. With a 16-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 ebej@capitallink.com or Olga Bornozi, Managing Director at obornozi@capitallink.com or call +1 212-661-7566.

For sponsorship opportunities, contact Nicolas Bornozis or Anny Zhu at funds@capitallink.com or call +1 212 661-7566.


Distinguished industry analysts

Mariana Bush, CFA
Senior Analyst
Wells Fargo Advisors
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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