Thursday, September 10, 2020 - Digital Conference

Forum Overview


The forum has been approved for 5.5 CFP CE Credits

Capital Link’s 19th Annual Digital Closed-End Funds & Global ETFs Forum will take place on September 10, 2020.

With a 19-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 brings together 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.

Susan Thompson
EVP, Head of SPDR Americas Distribution
State Street Global Advisors

Featured Panel
“Industry Leaders on Challenges & Opportunities”
A Roundtable Discussion among CEOs
John Koudounis
Calamos Investments
John P. Calamos
Founder, Chairman and Global CIO
Calamos Investments
Mario Gabelli, CFA
Chairman & Chief Executive Officer 
GAMCO Investors, Inc. and LICT Corp
Tracy Maitland
President and Chief Investment Officer
Advent Capital Management, LLC

Event Advisory Board
Distinguished Industry Analysts
Mariana Fariña Bush, CFA
Research Director - CEFs & ETPs/Passive Products
Wells Fargo Investment Institute
Michael Jabara
Managing Director and Head of ETF and Closed-End Fund Research
Morgan Stanley Wealth Management
Alexander Reiss


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.  


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. 

Last Years Forum

Wednesday, May 22, 2019