THURSDAY, OCTOBER 13, 2022
3 WEST CLUB IN NEW YORK CITY
9:00 AM – 4:30 PM EST
NEW YORK, Oct. 11, 2022 (GLOBE NEWSWIRE) -- The 21st Annual Capital Link Closed-Ends Funds & Global ETFs Forum will take place on Thursday, October 13, 2022 at the 3 West Club in New York City from 9:00 am to 4:30 pm.
The event is held in cooperation with the New York Stock Exchange.
This Forum has been submitted for 6 CFP CE Credits.
Registration is complimentary for Financial Advisors, RIAs and Institutional Investors.
To register please follow this link: http://forums.capitallink.com/cef/2022/signup.html
To view the full agenda, please follow this link: http://forums.capitallink.com/cef/2022/
With a 21–year track record, Capital Link’s Annual Closed–End Funds & Global ETFs Forum is the longest running investment forum with significant branding and recognition in the industry. It updates the broader investment community on the latest trends, developments and investment strategies using Closed–End Funds, BDCs, and Exchange Traded Funds.
This conference brings together financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest CEF and ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.
There are seven INDUSTRY PANELS: CEF Industry Roundtable; Alternatives & Real Assets (REITs, Preferreds & Convertibles); New CEFs Brought to Market & Looking Ahead; The Use of Leverage; BDCs Roundtable – Financing America’s Growth; ETF Industry Roundtable; and Analyst Roundtable.
Jan Van Eck, President and Chief Executive Officer - Van Eck Associates Corporation will deliver the Keynote Address on “NAVIGATING THROUGH THE CHALLENGES & CAPTURING OPPORTUNITIES - Investing in an Era of Energy Transition, Inflation, Geopolitics and Cryptocurrencies”
Advent Capital Management
Calamos Investments (CHY)
CLIFFORD CHANCE US LLP
Cohen & Steers (UTF)
First Eagle Investments
Harbor Capital Advisors
KEEFE, BRUYETTE & WOODS / Stifel
Logan Ridge Finance Corporation
Morgan Stanley Wealth Management
New Mountain Finance Corporation
New York Stock Exchange
Nuveen (NMCO) (NPFD)
Oaktree Specialty Lending Corporation (OCSL)
Portman Ridge Finance Corporation
SLR Investment Corp
Sumitomo Mitsui Banking Corporation
Van Eck Associates Corporation (GDX)
Wells Fargo Investment Institute
ADVISORY BOARD MEMBERS
Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products -– Wells Fargo Investment Institute
Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research – Morgan Stanley Wealth Management
Alexander Reiss, Managing Director, Equity Research, Closed-End Funds - Stifel
FORUM TARGET AUDIENCE
Financial advisors, registered investment advisors, institutional investors, private bankers & wealth managers, securities analysts, retail & institutional brokers, industry specialists & analysts, financial press & media, and other qualified investors will be in attendance.
FORUM SPONSORS & PARTERS
In Cooperation with: New York Stock Exchange
Gold Sponsor: Calamos Investments
Silver Sponsor: Cohen & Steers
Bronze Sponsors: Abrdn • Clifford Chance US LLP • DWS • Fitch Ratings • Guggenheim • Nuveen • Stifel | KEEFE, BRUYETTE & WOODS
Supporting Organization: Closed-End Fund Association, Inc. – CEFA
ORGANIZER: CAPITAL LINK, INC.
Founded in 1995, Capital Link is a New York based investor relations, financial communication and advisory form with strategic focus on Closed-End Funds and ETFs, MLPs, the energy, commodities and maritime sectors. In addition, Capital Link organizes ten investment conferences a year in the United States and Europe all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a member of the Baltic Exchange. Based in New York City, Capital Link has offices in London, Athens & Oslo.