_functions/speaker_functions.php v3.0 cef/2023[292]
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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

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:

Closed-End Fund Specialist
abrdn
Managing Director
BlackRock
Senior Vice President, Director of Closed-End Fund Products
Calamos Investments
Closed-End Funds Product Specialist
Nuveen
12:50 – 1:30 PM
The Use of Leverage
Presentation By

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

Director, Exchange Traded Products
New York Stock Exchange

Panelists:

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

Senior Vice President, Director of Closed-End Fund Products
Calamos Investments

Panelists:

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

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