IN COOPERATION WITH





Thursday, September 10, 2020 - The Metropolitan Club, New York City


In Cooperation With







Silver Sponsors













Bronze Sponsors



























Forum Overview

 

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 consistently draws over 700+ 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:

  • Industry Leaders on Challenges & Opportunities
  • CEF Industry Roundtable
  • Alternative Income Generation Strategies – REITs, Preferreds, Convertibles
  • Use of Leverage in CEFs
  • Rebirth of New CEFs Brought to Market & Looking Ahead
  • ETF Industry Roundtable

   
     
 
LUNCHEON KEYNOTE SPEAKER
    Armando Senra
Managing Director,
Head of iShares Americas
BlackRock
   
MORNING KEYNOTE SPEAKER
"The Energy Evolution"
    Robert Thummel
Managing Director and
Senior Portfolio Manager, Energy
Tortoise


 

Featured Panel
“Industry Leaders on Challenges & Opportunities”
A Roundtable Discussion among CEOs

               
      John P. Calamos
   Founder, Chairman and Global CIO
   Calamos Investments
   Joseph Harvey
   President
   Cohen & Steers
   Kevin Birzer
   CEO
   Tortoise
 
               

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
  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. 




Last Years Forum

Wednesday, May 22, 2019