Forum Overview

With a 17-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, developments and investment strategies using Closed-End Funds, MLPs, BDCs, and 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 in CEFs today?
  • Alternative Income Generation Strategies
  • Use of Leverage in CEFs
  • CEFs – Addressing Primary & Secondary Market Challenges
  • Investment Opportunities in Ireland
  • BDCs - Financing America’s Growth
  • MLP Industry Roundtable
  • ETF Industry Roundtable
  • How Disruptive Technology is Changing the Future of Investing
  • Crypto Currency/Blockchain Roundtable


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


Distinguished industry analysts

Capital Link’s Forums are known for combining rich educational content with extensive marketing and networking opportunities. With a 17-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 Olga Bornozi, Managing Director at or call +1 212-661-7566. 

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


Media Partners