In Cooperation With

Silver Sponsors

Bronze Sponsors

Supporting Sponsor

Forum Overview

With a 18-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 800 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:

CEF Industry Roundtable
Alternative Income Generation Strategies – REITs, Preferreds, Convertibles
Use of Leverage in CEFs
Evolving Case Study of New CEFs Brought to Market
BDCs - Financing America’s Growth
MLP Industry Roundtable
ETF Industry Roundtable

LUNCHEON KEYNOTE SPEAKER
The 2019 outlook for digital assets and the markets

Jan van Eck
President and Chief Executive Officer, Van Eck Associates Corporation

EVENT ADVISORY BOARD
Distinguished industry analysts

  Mariana Bush, CFA
  CEF & ETP Research
  Wells Fargo
  Investment Institute

  Michael Jabara
  Managing Director and Head of ETF
  and Closed-End Fund Research
  Morgan Stanley Wealth Management

  Alexander Reiss
  Director
  Stifel

Capital Link’s Forums are known for combining rich educational content with extensive marketing and networking opportunities. With a 18-year track record of success this Annual Forum is a meeting place for advisors, investors and fund sponsors.

Contacts:

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 forum@capitallink.com or call +1 212 661-7566.

Supporting Organization

Media Partners

Last Years Forum

Thursday, May 17, 2018