The Use of Leverage

Wednesday, October 23, 2024

Presentation by: Mr. Steven Johnson, Associate Director, Fund & Asset Manager Ratings – Fitch Ratings

23rd Annual Capital Link Closed-End Funds & Global ETFs Forum

October 22 & 23, 2024 - Digital Conference. For more information on the conference, visit here: https://forums.capitallink.com/cef/2024/

CEF Industry Roundtable

Tuesday, October 22, 2024

Moderator: Ms. Mariana Fariña, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

Panelists:

Mr. Stephen Minar, Managing Director - BlackRock

Mr. Scott Becker, CFA, Senior Vice President, Head of Portfolio Specialists – Calamos Investments

Mr. Brandon Odenath, CFA, Vice President – Cohen & Steers

Mr. Stephen Davis, CEF Product Specialist – Nuveen

23rd Annual Capital Link Closed-End Funds & Global ETFs Forum

October 22 & 23, 2024 - Digital Conference. For more information on the conference, visit here: https://forums.capitallink.com/cef/2024/

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

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

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

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

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

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/