Closed-End Funds & Global ETFs

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

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...

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

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

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

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...

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

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...

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

Analyst Roundtable Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Panelists: Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management Alexander Reiss, Director – Stifel Mariana Fariña, CFA, Research...

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

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...

BDCs Roundtable – Financing America’s Growth Moderator: Al Laufenberg, CFA, Managing Director, Investment Banking - KEEFE, BRUYETTE & WOODS / Stifel Panelists: John Kline, President – New Mountain Finance Corporation (NMFC) Ted Goldthorpe, Chairman & CEO - Portman Ridge Finance...

2022 Capital Link 21st Annual CEFs & Global ETFs Forum - Luncheon & Keynote Address with Jan Van Eck

LUNCHEON & KEYNOTE ADDRESS NAVIGATING THROUGH THE CHALLENGES & CAPTURING OPPORTUNITIES Investing in an Era of Energy Transition, Inflation, Geopolitics and Cryptocurrencies Jan Van Eck President and Chief Executive Officer Van Eck Associates Corporation Capital Link's 21st Annual Closed-End Funds...

2022 Capital Link 21st Annual CEFs & Global ETFs Forum - The Use of Leverage

The Use of Leverage Moderator: Peter Gargiulo, Director - Fitch Ratings Panelists: Steve Johnson, CFA, Associate Director - Fitch Ratings Brian Knudsen, Vice President, Global Financial Institutions Group - Sumitomo Mitsui Banking Corporation Capital Link's 21st Annual Closed-End Funds & Global...

2022 Capital Link 21st Annual CEFs & Global ETFs Forum - New CEFs Brought to Market & Looking Ahead

New CEFs Brought to Market & Looking Ahead Moderator: Jefferey D. LeMaster, Partner - CLIFFORD CHANCE US LLP Panelists: Stephen Minar, Director – BlackRock Gaston Yordan, Senior Vice President - First Eagle Zvi Dubitzky, CLO/Chief Compliance Officer – PIMCO Investments...

2022 Capital Link 21st Annual CEFs & Global ETFs Forum - Alternatives & Real Assets

Alternatives & Real Assets REITs, Preferreds & Convertibles Moderator: Alexander Reiss, Managing Director, Equity Research, Closed-End Funds - Stifel Panelists: Jonathan Mondillo, Head of U.S. Fixed Income – abrdn  Barry Nelson, CFA, Partner, Senior Advisor — Advent Capital Management  Brian...

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

CEF Industry Roundtable Moderator: Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Panelists:  Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Doug Bond, Executive VP, Head...

2021 Capital Link's 20th ETFs & Global CEFs Forum - "Industry Leaders on Challenges & Opportunities" A Roundtable Discussion among CEOs

"Industry Leaders on Challenges & Opportunities"A Roundtable Discussion among CEOs Moderator: John S. Koudounis, CEO - Calamos Investments Panelists: John P. Calamos, Founder, Chairman and Global CIO - Calamos Investments Mario Gabelli, CFA, Chairman & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

2021 Capital Link's 20th ETFs & Global CEFs Forum - Analyst Roundtable

Analyst Roundtable Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Panelists: Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Michael Jabara, Managing Director and Head of ETF...

2021 Capital Link's 20th ETFs & Global CEFs Forum - ETF Industry Roundtable

ETF Industry Roundtable Moderator: Douglas Yones, Head of Exchange Traded Products - New York Stock Exchange Panelists: Arne Noack, Head of Systematic Investment Solutions - Americas - DWS Paul Kim, CEO and Cofounder - Simplify ETFs  Gunjan Chauhan, Senior Managing Director, Global Head of...

2021 Capital Link's 20th ETFs & Global CEFs Forum - KEYNOTE ADDRESS - Jan Van Eck

KEYNOTE ADDRESSMulti-Year Trends: Energy Transition and "Crypto" Beyond Bitcoin Jan Van EckPresident and Chief Executive Officer Van Eck Associates Corporation

2021 Capital Link's 20th ETFs & Global CEFs Forum - BDCs Roundtable - Financing America's Growth

BDCs Roundtable – Financing America’s Growth Moderator: Allen G. Laufenberg, CFA, Managing Director, Investment Banking - KEEFE, BRUYETTE & WOODS /  Stifel Panelists: Jim Labe, Co-CEO & Co-Founder - TriplePoint Capital Steve Brown, Chairman, CEO & Founder - Trinity Capital Inc. Rob Pomeroy, Chief...

2021 Capital Link's 20th ETFs & Global CEFs Forum - The Use of Leverage

The Use of Leverage Moderator: Peter Gargiulo, Director - Fitch Ratings Panelists: Kimberly Green, Analyst - Fitch Ratings Nate Jones, CFA, Senior Managing Director, Head of Fund Finance and Treasury - Nuveen Mark B. Quaglia, Director - TD Prime Services LLC

2021 Capital Link's 20th ETFs & Global CEFs Forum - New CEFs Brought to Market & Looking Ahead

New CEFs Brought to Market & Looking Ahead Moderator: Jefferey D. LeMaster, Partner - Clifford Chance US LLP  Panelists: Stephen Minar, Director - BlackRock  Finbar Ward, Vice President - Morgan Stanley Wealth Management Dave Lamb, Sr. Managing Director, Head of Closed-End Funds - Nuveen

2021 Capital Link's 20th ETFs & Global CEFs Forum - Alternatives & Real Assets REITs, MLPS, Preferreds & Convertibles

Alternatives & Real AssetsREITs, MLPS, Preferreds & Convertibles Moderator: Alexander Reiss, Director - Stifel Panelists: Barry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management Ryan Sullivan, CFA, Co-Head of Real Assets - abrdn Matthew Sallee, CFA, Sr. Managing Director & Sr. Portfolio Manager -...

2021 Capital Link's 20th ETFs & Global CEFs Forum - Welcome Remarks & CEF Industry Roundtable

Welcome Remarks Nicolas Bornozis, President - Capital Link, Inc   CEF Industry Roundtable Moderator: Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Panelists: Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Jonathan...

2020 19th Annual Closed-End Funds & Global ETFs Forum - ETF Industry Roundtable

ETF Industry Roundtable - Overview Moderator: Douglas Yones, Head of Exchange Traded Products - New York Stock Exchange Panelists: Jason Ronca, ETF Capital Markets Specialist - BNY Mellon Luke Oliver, Managing Director, Head of Index Investing, Americas - DWS Greg Friedman, Head of ETF Management...

2020 19th Annual Closed-End Funds & Global ETFs Forum - Keynote Address

Keynote Address - Overview How The Global Pandemic Has Affected The ETF Industry: Five Key Themes Susan Thompson EVP, Head of Americas Distribution for SPDR ETFs State Street Global Advisors

2019 CEFs and Global ETFs Forum - MLP Industry Roundtable

Moderator: Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research – Morgan Stanley Wealth Management Panelists:Jeff Jorgensen, Portfolio Manager, Director of Research, Energy Infrastructure Equities – Brookfield Asset Management Presentation/PDFCollin Bell, Managing Director - Goldman Sachs Asset...

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

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 –...

2019 CEFs and Global ETFs Forum - ETF Industry Roundtable

Moderator: Tom Champion, Director – NYSE Panelists:Steve Dunn, Head of Exchange Traded Funds – Aberdeen Standard InvestmentsAlex Ashby, SVP, Head of Product Development - Global X ETFsNicholas Elward, SVP, Head of Business Development and ETFs – Natixis Investment ManagersMatt Collins, CFA,...

2019 CEFs and Global ETFs Forum - BDCs - Financing Americas Growth

Moderator: Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel Panelists:Barry Sloane, President and CEO – Newtek Business Services Corp.Eileen Patrick, Head of Strategy – PennantPark   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds...

2019 CEFs and Global ETFs Forum - Use of Leverage in CEFs

Moderator: Greg Fayvilevich, Senior Director – Fitch Ratings Panelists:William Meyers, Vice President – Nuveen InvestmentsJohn Roglieri, Managing Director - Head of Structuring - Complex Prime Solutions and Financing – BNP ParibasAdam Joseph, Managing Director – Wells Fargo Securities   This audio podcast...

2019 CEFs and Global ETFs Forum - What You Need to Know About Private Debt and How to Access It

Moderator: Dennis Emanuel, Director of ETF & Closed-End Fund Strategy – ALPS Advisors Panelists:Chris Flynn, CEO – THL CreditMike Krems, Managing Director – TorreyCove Capital Partners LLCPete Keliuotis, EVP, Head of Alternative Consulting – Callan LLC   This audio podcast was recorded on...

2019 CEFs and Global ETFs Forum - CEF Industry Roundtable

Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management Panelists:Janis F. Kerns, General Counsel, Corporate Secretary and Chief Compliance Officer – Adams FundsRobert F. Bush, Jr., Senior Vice President – Calamos InvestmentsJonathan Isaac, Director of Product Management – Eaton...

2019 CEFs and Global ETFs Forum - Alternative Income Generation Strategies

Moderator: Alex Reiss, Director – Stifel Panelists:Barry Nelson, CFA, Partner – Advent Capital Management, LLC Presentation/PDFLarry Antonatos, Managing Director, Portfolio Manager, Real Assets – Brookfield Asset Management Presentation/PDFBrian Cordes, Senior Vice President - Head of Portfolio Specialists – Cohen...

2019 CEFs and Global ETFs Forum - Managing High Yield Bonds Today & Closed-End Fund Structure

Matthew Kence, Investment Director & Senior Vice President – Global High Yield – Aberdeen Standard Investments    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 - Keynote Address from Jan van Eck on "The 2019 Outlook for Digital Assets and The Markets"

Jan van Eck, President and Chief Executive Officer – Van Eck Associates Corporation    This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2018 CEFs and Global ETFs Forum - MLP Industry Roundtable

Moderator:Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management Panelists:Ganesh V. Jois, CFA, Managing Director, Portfolio Manager, Energy & Infrastructure - Goldman Sachs Asset ManagementJay Hatfield, Co-founder and CEO - Infrastructure Capital Advisors Brian...

2018 CEFs and Global ETFs Forum - LUNCHEON KEYNOTE ADDRESS

John Stoltzfus, Managing Director, Chief Investment Strategist, Oppenheimer Asset Management Inc.   This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

2018 CEFs and Global ETFs Forum - Crypto Currency/Blockchain Roundtable

Moderator:Douglas Yones, Head of Exchange Traded Products - NYSE Panelists: Christian Magoon, Founder & CEO, Amplify ETFsMichael Sonnenheim, Managing Director, Grayscale InvestmentsMatt Markiewicz, Managing Director - Innovation SharesJan van Eck, President and CEO – Van Eck Associates Corporation   This audio podcast was...

2018 CEFs and Global ETFs Forum - ETF Industry Roundtable

Moderator:Tom Champion, Director - NYSE Panelists:Deborah Fuhr, Managing Partner – ETFGI LLPMike Cronan, President of Marketing Services – Exchange Traded ConceptsJennifer Kim, Sr. ETF Capital Markets Relationship Manager – Invesco PowerSharesJeremie Capron, Director of Research & Managing Partner – Robo Global   This...

2018 CEFs and Global ETFs Forum - How Disruptive Technology is Changing the Future of Investing

Taylor Ames, Vice President, Product Strategies - ALPS Distributors, Inc.   This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Why Now Might be a Good Time to Invest in Midstream Energy

Overview Capital Links will host a webinar with Nicolas providing introductions. Michael Jabara with Morgan Stanley will moderate a discussion with Jeremy Goff of Tortoise on these timely topics: • The merits of investing via ETFs in the midstream space in current...

Grains in a Portfolio & Seasonal Price Patterns in Corn

Sal Gilbertie, President and CIO of Teucrium Trading, will lead Webinar attendees through a brief introduction to the agricultural markets, and a few reasons why an investor may want to consider adding agricultural commodity futures based securities to a portfolio.

Opportunities in Listed Infrastructure

Infrastructure generally refers to the network facilities and physical plant which enables productivity in an economy. In this webinar, members of the investment team at Reaves Asset Management will present an overview and outlook for three key infrastructure sectors: utilities,...

ETF Strategies in Today's Volatile Market

Moderator: Sebastian Mercado, CFA, Director – ETF Strategist – Deutsche Bank Securities Inc. Panelists:Kevin McGrath, High Yield Trader & Portfolio Manager – New Jersey Division of InvestmentPaul Pietranico, CFA, Director, Senior Portfolio Manager – Allianz Global Investors US LLCDoug...