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COMPLIMENTARY REGISTRATION
This Forum has been approved for 5.5 CFP CE Credits
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| 8:00 AM - 8:55 AM |
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DOORS OPEN - Network & Connect Virtually with Delegates |
| 8:55 AM - 9:00 AM |
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Welcome Remarks
Nicolas Bornozis, President & CEO - Capital Link, Inc.
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| 9:00 AM - 9:40 AM |
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CEF Industry Roundtable
Moderator: Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute
Panelists:
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| 9:45 AM - 10:25 AM |
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ETF Industry Roundtable
Moderator: Douglas Yones, Head of Exchange Traded Products - New York Stock Exchange
Panelists:
- Jason Ronca, ETF Capital Markets Specialist - BNY Mellon
- Luke Oliver, Managing Director, Head of Index Investing, Americas - DWS
- Greg Friedman, Head of ETF Management and Strategy - Fidelity Investments
- Jon Zimmerman, Chief Operating Officer - IndexIQ
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| 10:30 AM - 11:10 AM |
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Alternative Income Generation Strategies
REITs, Real Estate Interval Fund, Preferreds & Convertibles
Moderator: John F. Duggan, Vice President – Morgan Stanley Wealth Management
Panelists:
- Svitlana Gubriy, Head of Global REIT Funds - Aberdeen Standard Investments
- Barry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management, LLC
- Collin Bell, Managing Director, Global Head of Client Portfolio Management, Fundamental Equity – Goldman Sachs Asset Management
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| 11:10 AM - 11:40 AM |
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COFFEE & NETWORKING BREAK
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| 11:40 AM - 12:00 PM |
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KEYNOTE ADDRESS
How The Global Pandemic Has Affected The ETF Industry: Five Key Themes
Susan Thompson, EVP, Head of Americas Distribution for SPDR ETFs – State Street Global Advisors
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| 12:05 PM – 12:45 PM |
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Analysts Roundtable
Moderator: Robert F. Bush, Jr., Senior Vice President - Calamos Investments
Panelists:
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| 12:50 PM - 1:10 PM |
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The YieldStreet Prism Fund
Michael Weisz, Founder & President - YieldStreet
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| 1:15 PM - 1:55 PM |
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Use of Leverage in CEFs
Moderator: Greg Fayvilevich, Senior Director - Fitch Ratings
Panelists:
- John Brown, Managing Director, Private Placements - Barings
- Christopher Larsen, Senior Product Manager, Global Alliances and New Business Strategies - Franklin Templeton
- Amit Jain, Managing Director, Financial Institutions Group - Nomura Securities
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| 2:00 PM - 2:40 PM |
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Rebirth of New CEFs Brought to Market & Looking Ahead
Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP
Panelists:
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| 2:45 PM - 3:45 PM |
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"Industry Leaders on Challenges & Opportunities"
A Roundtable Discussion among CEOs
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| 3:45 PM – 4:45 PM |
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VIRTUAL NETWORKING SESSION |
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