Closed-End Funds

CEF Industry Roundtable - Overview

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

Panelists:

Robert F. Bush, Jr., Senior Vice President - Calamos Investments

Jonathan Isaac, Director of Product Management - Eaton Vance

Dave Lamb, Head of Closed-End Funds - Nuveen

Alternative Income Generation Strategies - Overview

REITs, Real Estate Interval Funds, Preferreds & Convertibles

Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management

Panelists:

Svitlana Gubriy, Head of Global REIT Funds - Aberdeen Standard Investments

Barry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management, LLC

Collin Bell, Managing Director, Global Head of Client Portfolio Management, Fundamental Equity - Goldman Sachs Asset Management

“Industry Leaders on Challenges & Opportunities”

A Roundtable Discussion among CEOs

Moderator: John S. Koudounis CEO - Calamos Investments

Panelists:

Tracy Maitland President and Chief Investment Officer - Advent Capital Management, LLC

John P. Calamos Founder, Chairman and Global CIO - Calamos Investments

Mario Gabelli, CFA Chairman & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

Use of Leverage in CEFs - Overview

Moderator: Greg Fayvilevich, Senior Director - Fitch Ratings

Panelists:

John Brown, Managing Director, Private Placements - Barings

Christopher Larsen, Senior Product Manager, Global Alliances and New Business Strategies - Franklin Templeton

Amit Jain, Managing Director, Financial Institutions Group - Nomura Securities

Rebirth of New CEFs Brought to Market & Looking Ahead - Overview

Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP

Panelists:

Finbar Ward, Vice President - Morgan Stanley Wealth Management

William Meyers, Senior Managing Director - Nuveen

Patrick Galley, CIO - RiverNorth Capital

Mark A. Charles, Director, Equity Capital Markets - Wells Fargo Securities, LLC

Analysts Roundtable - Overview

Moderator: Robert F. Bush, Jr., Senior Vice President - Calamos Investments

Panelists:

Michael Jabara, Managing Director and Head of ETF & CEF Research - Morgan Stanley Wealth Management

Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

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 ManagementJay Hatfield, Co-founder and CEO – Infrastructure Capital AdvisorsGreg Murphy, Director, Relationship Management - Tortoise

 

 

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.

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, Co-Head of ETFs, VP – PGIM Investments

 

This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

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 & Global ETFs Forum in NYC.