ETF Industry Roundtable 
Moderator: 
Mo Sparks, Director- Exchange Traded Products - New York Stock Exchange 
Panelists: 

Steve Cook, Managing Director, Head of ETFs - Harbor Capital Advisors 
Fred Edwards, CFA, ETF Sales, ETF Portfolio Specialist - Neuberger Berman 
Michael A Giuliano , CFA, Manager of Strategic Initiatives – Putnam Investments 

Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum 
Thursday, October 13, 2022 3 West Club, New York City 
For more information on the program please visit here: http://forums.capitallink.com/cef/2022/

2022 Capital Link 21st Annual CEFs & Global ETFs Forum - ETF Industry Roundtable

The Capital Link ETF Podcast Series provides numerous investor related events that are focused on topics of contemporary interest in the industry.

Investing

Business

CEF Industry Roundtable
Moderator: 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

Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum. Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE. 
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

2023 22nd Capital Link CEFs & Global ETFs Forum - CEF Industry Roundtable

Analyst Roundtable
Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments
Panelists:

Mr. Alexander Reiss, Director – Stifel
Ms. Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

2023 22nd Capital Link CEFs & Global ETFs Forum - Analyst Roundtable

ETF Industry Roundtable
Moderator: 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

Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

2023 22nd Capital Link CEFs & Global ETFs Forum - ETF Industry Roundtable

The Use of Leverage
Presentation by: Mr. Steven Johnson – Associate Director, Fund & Asset Manager Ratings - Fitch Ratings
Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

2023 22nd Capital Link CEFs & Global ETFs Forum - The Use of Leverage

CEF Industry Roundtable
Moderator: 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

Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE.
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

2022 Capital Link 21st Annual CEFs & Global ETFs Forum - ETF Industry Roundtable

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