Agenda



This forum will qualify for CFP/CIMA CE Credits
 
8:30 AM – 8:55 AM REGISTRATION 
MORNING SESSIONS - WEST LOUNGE – 1ST FLOOR
8:55 AM - 9:00 AM Welcome Remarks  Mr. Nicolas Bornozis, President & CEO - Capital Link, Inc.
9:00 AM – 9:40 AM Where is the value in CEFs today?
Moderator:
Mariana Bush, CFA, Head of CEF & ETP Wells Fargo Advisors

Panelists:
  • Rennie McConnochie, Global Head of Banks – Aberdeen Standard Investments  
  • Douglas Bond, Executive Vice President – Cohen & Steers
  • Jeff Margolin, Senior Vice President – First Trust Portfolios
9:40 AM – 10:20 AM
Alternative Income Generation Strategies
Moderator:
Alex Reiss, Director – Stifel

Panelists:
  • Barry Nelson, Partner – Advent Capital Management, LLC
  • Brian Cordes, Senior Vice President – Cohen & Steers
  • Ken Fincher, Senior Vice President, Portfolio Manager – First Trust
  • Mike Taggart, Vice President, Director of Closed-End Fund Research – Nuveen Investments
10:20 AM – 10:40 AM
Investment Opportunities in Ireland
Noel O'Halloran, Portfolio Manager - The New Ireland Fund
10:40 AM – 11:00 AM COFFEE BREAK
11:00 AM – 11:40 AM
ETF Industry Roundtable
Moderator:
Tom Champion, Managing Director - NYSE

Panelists:
  • Deborah Fuhr, Managing Partner  ETFGI LLP
  • Mike Cronan, President   Exchange Traded Concepts
  • Jennifer Kim, Sr. ETF Capital Markets Relationship Manager Invesco PowerShares
  • Jeremie Capron, Director of Research & Managing Partner Robo Global 
11:40 AM – 12:10 PM
How Disruptive Technology is Changing the Future of Investing
  • Thematic investing is shifting the way the new generations of investors are building portfolios
  • New technologies are impacting the way that we as global consumers interact
  • Companies at the forefront of innovation, those that are disrupting the status quo, may provide significant growth opportunities
Taylor Ames, Vice President, Product Strategies - ALPS
12:25 PM – 1:30 PM


LUNCHEON KEYNOTE ADDRESS



John Stoltzfus, Managing Director, Chief Investment Strategist, Oppenheimer Asset Management Inc.

AFTERNOON SESSIONS - WEST LOUNGE – 1ST FLOOR
1:45 PM – 2:20 PM
Use of Leverage in CEFs
Moderator:
Greg Fayvilevich, Senior Director - Fitch Ratings

Panelists:
  • Curtis Halloway, Senior Vice President, Head of Fund Administration, CFO and Treasurer – Calamos Investments
  • Brian Knudsen, Associate Director - Fitch Ratings
  • Andrew Hanson, ‎Managing Director - Morgan Stanley      
  • Steve Nelli, Managing Director - ‎Wells Fargo Securities (TBC)
2:20 PM – 3:00 PM CEFs – Addressing the Primary & Secondary Markets Moderator:
Allison Fumai, Partner, Dechert LLP

Panelists:
  • Robert F. Bush, Jr., Senior Vice President – Calamos Investments 
  • Michael Occi, Executive Director, Global Capital Markets – Morgan Stanley         
  • Steven A. Baffico, Managing Partner & Chief Executive Office – Four Wood Capital Partners L.L.C
  • Gaston Yordan, Vice President – Nuveen Investments
  • Jerry Raio, Managing Director – Wells Fargo Securities
3:00 PM – 3:40 PMM BDCs – Financing America’s Growth
Moderator:
Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel

Panelists:
3:40 PM – 4:20 PM MLP Industry Roundtable Moderator:
Michael Jabara, Executive Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management

Panelists:
  • Ganesh V. Joise, CFA, Managing Director, Portfolio Manager, Energy & Infrastructure - Goldman Sachs Asset Management
  • Jay Hatfield, Co-founder and CEO - Infrastructure Capital Advisors          
  • Brian Sulley, CFA, Client Portfolio Manager - Tortoise 
4:20 PM – 5:00 PM Crypto Currency/Blockchain Roundtable Moderator:
Doug Jones - Head of Exchange Traded Products - ‎NYSE

Panelists:      
  • Christian Magoon, Founder & CEO, Amplify ETFs
  • Michael Sonnenheim, Managing Director, Grayscale Investments
  • Matt Markiewicz, Managing Director - Innovation Shares
  • Jan VanEck, PresidentVanEck
5:00 PM – 6:00 PM COCKTAIL RECEPTION


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