Attendance is free of charge for Financial Advisors and qualified delegates. 
The Forum will qualify for CFP CE Credits.

Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum will take place on Thursday, October 13, 2022 at the 3 West Club in New York City from 9am – 5pm (followed by a networking cocktail reception).

With a 21-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.

Capital Link Forums are known for combining rich educational content with extensive marketing and networking opportunities. With a 21-year track record of success this Annual Forum is a meeting place for advisors, investors and fund sponsors.


Agenda Topics

  • CEF Industry Roundtable
  • Alternatives & Real Assets
  • New CEFs Brought to Market & Looking Ahead
  • The Use of Leverage in CEFs
  • BDC Industry Roundtable
  • ETF Industry Roundtable
  • Analyst Roundtable


LUNCHEON KEYNOTE ADDRESS
Jan van Eck
President and Chief Executive Officer
Van Eck Associates Corporation

 


EVENT ADVISORY BOARD
Distinguished Industry Analysts
Mariana Fariña, 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

 


Contacts

For sponsorship and speaking opportunities please contact: Nicolas Bornozis, Olga Bornozi or Anny Zhu at forum@capitallink.com or Tel: +1-212-661-7566.

For more information, contact Eleni Bej at ebej@capitallink.com or Tel: +1-212-661-7566.

 


2021 CEF & ETFs Forum Photos

2019 CEF & ETFs Forum Video Highlights





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