IN COOPERATION WITH





Wednesday, May 22, 2019 - The Metropolitan Club, New York City

Agenda

 
8:30 AM – 8:55 AM REGISTRATION
MORNING SESSIONS - WEST LOUNGE – 1ST FLOOR
8:55 AM – 9:00 AM Welcome Remarks Nicolas Bornozis, President & CEO Capital Link, Inc.
9:00 AM – 9:40 AM CEF Industry Roundtable Moderator:
Mariana F. Bush, CFA, CEF & ETP Research - Wells Fargo Investment Institute

Panelists:
  • Janis F. Kerns, General Counsel, Corporate Secretary and Chief Compliance Officer – Adams Funds
  • Douglas Bond, Executive Vice President – Cohen & Steers
  • Jonathan Isaac - Director of Product Management – Eaton Vance
9:40 AM – 10:20 AM Alternative Income Generation Strategies
REITs, Preferreds & Convertibles
Moderator:
Alex Reiss, Director – Stifel

Panelists:
  • Barry Nelson, Partner – Advent Capital Management, LLC
  • Larry Antonatos, Managing Director, Portfolio Manager, Real Assets – Brookfield Asset Management
  • Jay Hatfield, Co-founder and CEO – Infrastructure Capital Advisors
  • Robert F. Bush, Jr., Senior Vice President – Calamos Investments
10:20 AM – 10:40 AM Managing High Yield Bonds Today & Closed-End Fund Structure Matthew Kence, Investment Director & Senior Vice President – Global High Yield – Aberdeen Standard Investments
10:40 AM – 11:00 AM COFFEE BREAK
11:00 AM – 11:40 AM BDCs – Financing America’s Growth Moderator:
Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel

Panelists:

11:40 AM – 12:20 PM What You Need to Know About Private Debt and How to Access It Moderator:
Dennis Emanuel, Director of ETF & Closed-End Fund Strategy at ALPS Advisors – ALPS Advisors

Panelists:
  • Chris Flynn, CEO – THL Credit
  • Mike Krems, Managing Director – TorreyCove Capital Partners LLC
  • Pete Keliuotis, EVP, Head of Alternative Consulting – Callan LLC
12:30 PM – 1:45 PM LUNCHEON KEYNOTE ADDRESS
“The 2019 Outlook for Digital Assets and The Markets”

Jan van Eck, President and Chief Executive Officer – Van Eck Associates Corporation
AFTERNOON SESSIONS - WEST LOUNGE – 1ST FLOOR
2:00 PM – 2:40 PM Use of Leverage in CEFs Moderator:
Greg Fayvilevich, Senior Director – Fitch Ratings

Panelists:
  • William Meyers, Vice President Nuveen Investments
  • John Roglieri, Managing Director - Head of Structuring - Complex Prime Solutions and Financing BNP Paribas
2:40 PM – 3:20 PM Evolving Case Study of New CEFs
Brought to Market
Moderator:

Panelists:
  • Kevin R. Kramer, Executive Director, Institutional Business Development  FS Investment
  • Michael Occi, Executive Director, Global Capital Markets – Morgan Stanley
  • Kristin Blundo Douglass, CAIA, Director, Strategic Client Group  Tortoise
3:20 PM – 4:00 PM MLP Industry Roundtable Moderator:
Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research – Morgan Stanley Wealth Management

Panelists:
  • Jeff Jorgensen, Portfolio Manager, Director of Research, Energy Infrastructure Equities – Brookfield Asset Management
  • Jay Hatfield, Co-founder and CEO – Infrastructure Capital Advisors
4:00 PM – 4:40 PM ETF Industry Roundtable Moderator:
Tom Champion, Director – NYSE

Panelists:
  • Steve Dunn, Head of Exchange Traded Funds – Aberdeen Standard Investments
  • Nicholas Elward, SVP, Head of Business Development and ETFs – Natixis Investment Managers
  • Matt Collins, CFA, Co-Head of ETFs, VP – PGIM
5:00 PM – 6:00 PM COCKTAIL RECEPTION



Supporting Organization





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