Capital Link - Your Link To the global Investment Community

Welcome & Opening Remarks

Mr. Nicolas Bornozis, President – Capital Link, Inc.

Mr. Peter Wessel, CEO – Fearnley Securities

Capital Link's 14th Annual Shipping & Marine Services Forum

Tuesday, October 18, 2022 at 116 Pall Mall in London, UK.

For more information on the event, please visit here: https://forums.capitallink.com/shipping/2022london/

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 Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

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/

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/

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 Corporation (PTMN); Partner, Head of Credit – BC Partners

Matt Stewart, COO - Oaktree Specialty Lending Corporation (OCSL)

Michael Gross, Co-CEO - SLR Investment Corp (SLRC)

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/

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 & Global ETFs Forum

Thursday, October 13, 2022 3 West Club, New York City

For more information on the program please visit here: https://forums.capitallink.com/cef/2022/

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 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/

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

William Meyers, Senior Advisor - XAI

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/

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 Cordes, CAIA, Senior Vice President – Cohen & Steers

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/

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 of Closed-End Funds - Cohen & Steers

Matthew J. Nealon, CPA, Managing Director, Head of CEF Business Development – Nuveen

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/

AWARD PRESENTATION & KEYNOTE ADDRESS 2022 Capital Link Maritime Sustainability Award Award

Honoree & Keynote Speaker

Mr. Jan Dieleman President - Cargill Ocean Transportation; Chairman - Global Maritime Forum

Introduction & Award Presentation 

Mrs. Semiramis Paliou CEO – Diana Shipping; President - HELMEPA

12th Annual Capital Link Operational Excellence in Shipping Forum Best Industry Practices - A Competitive Advantage

Thursday, September 29, 2022 Divani Caravel Hotel - Athens, Greece

For more information on the program visit here: