In Cooperation With

Lead Sponsor

Bronze Sponsors

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.

KEYNOTE ADDRESS
	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 CEO 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 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