IN COOPERATION WITH




Tuesday, October 5, 2021 - Digital Conference


In Cooperation With







Gold Sponsor







Silver Sponsor







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Forum Overview


 

Capital Link’s 20th Annual Digital Closed-End Funds & Global ETFs Forum will take place on Tuesday, October 5, 2021 as a digital event.

With a 20-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’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.

Topics to be addressed include:

• 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
• "Industry Leaders on Challenges & Opportunities" - A Roundtable Discussion among CEOs



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

“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

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




  

 

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