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Agenda

The forum has been approved for 7 CIMA/CPWA/CFP CE Credits.

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8:30 AM – 8:55 AM	REGISTRATION
MORNING SESSIONS - WEST LOUNGE – 1ST FLOOR
8:55 AM – 9:00 AM	Welcome Remarks	Nicolas Bornozis, President & CEO – Capital Link, Inc.  Audio Webcast
9:00 AM – 9:40 AM	CEF Industry Roundtable	Moderator:  John F. Duggan, Vice President - Morgan Stanley Wealth Management Panelists: Janis F. Kerns, General Counsel, Corporate Secretary and Chief Compliance Officer – Adams Funds Robert F. Bush, Jr., Senior Vice President – Calamos Investments Jonathan Isaac, Director of Product Management – Eaton Vance  Audio Webcast  Video Webcast
9:40 AM – 10:20 AM	Alternative Income Generation Strategies REITs, Preferreds & Convertibles	Moderator: Alex Reiss, Director – Stifel Panelists: Barry Nelson, CFA, Partner – Advent Capital Management, LLC  Presentation/PDF Larry Antonatos, Managing Director, Portfolio Manager, Real Assets – Brookfield Asset Management  Presentation/PDF Brian Cordes, Senior Vice President - Head of Portfolio Specialists – Cohen & Steers Jay Hatfield, Co-founder and CEO – Infrastructure Capital Advisors  Audio Webcast  Video Webcast
10:20 AM – 10:40 AM	Managing High Yield Bonds Today & Closed-End Fund Structure	Matthew Kence, Investment Director & Senior Vice President – Global High Yield – Aberdeen Standard Investments  Presentation/PDF  Audio Webcast  Video Webcast
10:40 AM – 11:00 AM	COFFEE BREAK
11:00 AM – 11:40 AM	BDCs – Financing America’s Growth	Moderator: Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel Panelists: Barry Sloane, President and CEO – Newtek Business Services Corp. Eileen Patrick,  Head of Strategy –  PennantPark  Audio Webcast  Video Webcast
11:40 AM – 12:20 PM	What You Need to Know About Private Debt and How to Access It	Moderator: Dennis Emanuel, Director of ETF & Closed-End Fund Strategy – ALPS Advisors Panelists: Chris Flynn, CEO – THL Credit Mike Krems, Managing Director – TorreyCove Capital Partners LLC Pete Keliuotis, EVP, Head of Alternative Consulting – Callan LLC  Audio Webcast  Video Webcast
12:30 PM – 1:45 PM	LUNCHEON KEYNOTE ADDRESS “The 2019 Outlook for Digital Assets and The Markets” Jan van Eck, President and Chief Executive Officer – Van Eck Associates Corporation  Audio Webcast  Video Webcast
AFTERNOON SESSIONS - WEST LOUNGE – 1ST FLOOR
2:00 PM – 2:40 PM	Use of Leverage in CEFs	Moderator: Greg Fayvilevich, Senior Director – Fitch Ratings  Presentation/PDF Panelists: William Meyers, Vice President – Nuveen Investments John Roglieri, Managing Director - Head of Structuring - Complex Prime Solutions and Financing – BNP Paribas Adam Joseph, Managing Director – Wells Fargo Securities  Audio Webcast  Video Webcast
2:40 PM – 3:20 PM	Evolving Case Study of New CEFs Brought to Market	Moderator:  Clifford R. Cone, Partner - Clifford Chance US LLP Panelists: Kevin R. Kramer, Executive Director, Institutional Business Development – FS Investment Michael Occi, Managing Director – Morgan Stanley Gaston Yordan, Vice President – Nuveen Investments Kristin Blundo Douglass, CAIA, Director, Strategic Client Group – Tortoise  Audio Webcast  Video Webcast
3:20 PM – 4:00 PM	MLP Industry Roundtable	Moderator: Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research – Morgan Stanley Wealth Management Panelists: Jeff Jorgensen, Portfolio Manager, Director of Research, Energy Infrastructure Equities – Brookfield Asset Management  Presentation/PDF Collin Bell, Managing Director - Goldman Sachs Asset Management Jay Hatfield, Co-founder and CEO – Infrastructure Capital Advisors Greg Murphy, Director, Relationship Management - Tortoise  Audio Webcast  Video Webcast
4:00 PM – 4:40 PM	ETF Industry Roundtable	Moderator: Tom Champion, Director – NYSE Panelists: Steve Dunn, Head of Exchange Traded Funds – Aberdeen Standard Investments Alex Ashby, SVP, Head of Product Development - Global X ETFs Nicholas Elward, SVP, Head of Business Development and ETFs – Natixis Investment Managers Matt Collins, CFA, Co-Head of ETFs, VP – PGIM Investments  Audio Webcast  Video Webcast
5:00 PM – 6:00 PM	COCKTAIL RECEPTION

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