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The Forum has been approved for 8 CFP/CIMA/CPWA CE Credits.
CE Forms submitted 14 days after the Forum will not be accepted.
7:30 AM - 7:55 AM REGISTRATION
MORNING SESSIONS - WEST LOUNGE - 1st Floor
7:55 AM - 8:00 AM Welcome Remarks  Nicolas Bornozis, President & CEO - Capital Link, Inc.
8:00 AM - 8:40 AM Are CEFs a Value Proposition Today?
Moderator:
Mariana Bush, CFA, Head of CEF & ETP - Wells Fargo Advisors

Panelists:
  • Robert F. Bush, Jr., Senior Vice President - Calamos Investments
  • David Sachs, Partner - Ares Management
  • Jim Robinson, Founder, CEO & CIO, Senior Portfolio Manager - Robinson Capital Management, LLC
  • John Bartlett, Vice President, Portfolio Manager, Electric & Gas Utility Research - Reaves Asset Management
ALTERNATIVE WAYS TO INVEST IN CEFS
8:40 AM - 9:00 AM Closed-End Funds:
Access vs. Alpha 
Ken Fincher, SVP, Portfolio Manager - First Trust Portfolios
9:00 AM - 9:20 AM Perspectives on Closed-End Funds Boaz Weinstein, Founder and Chief Investment Officer - Saba Capital Management, L.P.
INVESTMENT STRATEGIES
9:20 AM - 9:40 AM What’s Next for Broad Commodities? Key Themes and Portfolio Solutions Maxwell Gold, Director, Investment Strategy - ETF Securities
9:40 AM - 10:00 AM Healthcare Investing in a Closed-End Fund Format Daniel Omstead, CEO - Tekla Capital Management LLC
10:00 AM - 10:20 AM COFFEE BREAK
10:20 AM - 11:00 AM Are Term Trusts the Wave of the Future or a Passing Fad? Moderator:
Elias Lanik, Senior Closed-End Fund Analyst - BofA Merrill Lynch Global Research

Panelists:
11:00 AM - 11:20 AM European Equity Update Christopher Warren, Managing Director - Deutsche Asset Management
11:20 AM - 11:40 AM Generate Dividends through Global Equity Income Investing
11:40 AM - 12:20 PM Cohen & Steers Alternative Income Institute
REITs, MLPs, Preferred Securities and Closed-End Funds
  • Brian Cordes, Senior Vice President, Portfolio Specialist - Cohen & Steers
  • Douglas Bond, Executive Vice President, Portfolio Manager - Cohen & Steers
  • Elaine Zaharis-Nikas, CFA, Senior Vice President, Portfolio Manager and Research Analyst - Cohen & Steers
  • Eliott Trencher, Vice President, Associate Portfolio Manager - Cohen & Steers
  • Tyler Rosenlicht, Vice President, Portfolio Manager - Cohen & Steers
12:30 PM - 1:30 PM NETWORKING BUFFET LUNCH
AFTERNOON SESSIONS - WEST LOUNGE - 1st Floor
LEVERAGE IN CEFs
1:40 PM - 2:20 PM Use of Leverage in CEFs Moderator:
Greg Fayvilevich, Senior Director, Fund & Asset Management Ratings - Fitch Ratings

Panelists:
  • Brian Knudsen, Associate Director, Fund & Asset Management Ratings - Fitch Ratings
  • Amit Jain, Director, Financial Institutions Investment Banking - Wells Fargo Securities
  • Mark Kelly, Director – Product Oversight - BlackRock
  • Andrew Kleeman, Managing Director, Private Placements - Barings
FINTECH: WORLD CLASS ALTERNATIVE INVESTMENT OPPORTUNITIES
2:20 PM - 2:35 PM Optimizing Advisor Access to Alternative Investment Opportunities:
Mercury iFunds: Leveling the playing field in favor of RIAs
George Lucaci, Partner & Senior Advisor - Mercury Capital Advisors
INVESTING FOR YIELD
2:35 PM - 3:15 PM Uncovering Value in the BDC Industry Thomas Alonso, CFA, VP, Investor Relations - Prospect Capital Corporation
3:15 PM - 3:55 PM BDCs - Financing America's Growth Moderator:
Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director - Stifel

Panelists:
3:55 PM - 4:25 PM Don't Miss the MLP Comeback! Moderator:
Michael Jabara, Executive Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management

Panelists:
  • Ed Russell, Senior Managing Director - Tortoise Capital
  • Jay Hatfield, Co-founder and CEO - Infrastructure Capital Advisors
  • Benjamin Okin, Vice President - Goldman Sachs Asset Management
INNOVATION IN THE ETF SPACE
4:25 PM - 4:55 PM ETF Industry Roundtable Moderator:
Tom Champion, Managing Director – Global Index and Exchange Traded Products Group - NYSE

Panelists:
  • Charles Thomas, Head of US ETF Capital Markets - Vanguard
  • Steve Sachs, Managing Director, Head of Capital Markets - Goldman Sachs
  • Grayson Lipton, Head of ETF Execution & Liquidity Services – Invesco PowerShares
5:00 PM - 6:00 PM
COCKTAIL RECEPTION














             


                 












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