Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP
Panelists:Kevin R. Kramer, Executive Director, Institutional Business Development – FS InvestmentMichael Occi, Managing Director – Morgan StanleyGaston Yordan, Vice President – Nuveen InvestmentsKristin Blundo Douglass, CAIA, Director, Strategic Client Group – Tortoise
 
This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Evolving Case Study of New CEFs Brought to Market

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

2019 CEFs and Global ETFs Forum - Evolving Case Study of New CEFs Brought to Market

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