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Wednesday, November 1, 2023
Digital Conference


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  3. 22nd Annual Closed-End Funds & Global ETFs Forum
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Agenda v 1.0


7/10/23 20:55
Wednesday, November 01, 2023
Digital Event
Attendance is Complimentary
The Forum has been approved for 3 CFP CE Credits

11:55 – 12:00 PM
Welcome Remarks

Mr. Nicolas Bornozis
President
Capital Link, Inc.
12:00 – 12:40 PM
CEF Industry Roundtable
Replay: Video

Ms. Mariana Fariña, CFA
Research Director - CEFs & ETPs/Passive Products
Wells Fargo Investment Institute

Panelists:

Mr. Mike Taggart
Closed-End Fund Specialist
abrdn
Mr. Stephen Minar
Managing Director
BlackRock
Mr. Robert F. Bush, Jr.
Senior Vice President, Director of Closed-End Fund Products
Calamos Investments
Mr. Stephen Davis
Closed-End Funds Product Specialist
Nuveen
12:50 – 1:30 PM
The Use of Leverage
Presentation By
Replay: Video Slides

Mr. Steven Johnson
CFA, Associate Director
Fitch Ratings
1:40 – 2:20 PM
ETF Industry Roundtable
Replay: Video

Mr. Mo Sparks
Director, Exchange Traded Products
New York Stock Exchange

Panelists:

Mr. Anthony Rochte
Managing Director and Global Head of Exchange-Traded Funds
Morgan Stanley Investment Management
Mr. Matthew Schwark
Vice President, ETF Capital Markets Group
State Street Global Advisors
Mr. Michael Venuto
Co-Founder & CIO
Tidal Financial Group
2:30 – 3:10 PM
Analyst Roundtable
Replay: Video

Mr. Robert F. Bush, Jr.
Senior Vice President, Director of Closed-End Fund Products
Calamos Investments

Panelists:

Mr. Alexander Reiss
Managing Director, Equity Research, Closed-End Funds
Stifel
Ms. Mariana Fariña, CFA
Research Director - CEFs & ETPs/Passive Products
Wells Fargo Investment Institute

22nd Annual Capital Link Closed - End Funds & Global ETFs Forum