Capital Link 19th Annual Closed-End Funds & Global ETFs Forum Thursday, September 10, 2020 – Digital Conference 8:00 AM – 4:00 PM EST

Capital Link 19th Annual Closed–End Funds & Global ETFs Forum Thursday, September 10, 2020 – Digital Conference 8:00 AM – 4:00 PM EST

NEW YORK, Sept. 08, 2020 (GLOBE NEWSWIRE) — Capital Link’s 19th Annual Closed-Ends Funds & Global ETFs Forum will take place on September 10, 2020, as a digital event.

This event is held in cooperation with the New York Stock Exchange and the Lead Sponsor is Calamos Investments.

Registration is complimentary. To register please click on the link below or copy and paste it in your browser:

The event has been approved for 5.5 CFP CE Credits.

With a 19–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, MLPs, 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.

This year, for the first time, we have the privilege to feature three industry gurus on a roundtable discussion sharing their unique insight on the current investment climate and its outlook, as well as on the developments in the CEF & ETF space: Tracy Maitland, President and Chief Investment Officer of Advent Capital Management, LLC, John P. Calamos, Founder, Chairman and Global CIO of Calamos Investments and Mario Gabelli, CFA, Chairman & Chief Executive Officer of GAMCO Investors, Inc. and LICT Corp. The session will be moderated by John Koudounis, CEO of Calamos Investments.

There are seven INDUSTRY PANELS: CEF Industry Roundtable; ETF Industry Roundtable; Alternative Income Generation Strategies (REITs, Real Estate Interval Funds, Preferreds & Convertibles); Analysts Roundtable; Use of Leverage in CEFs; and Industry Leaders on Challenges & Opportunities.

A PRESENTATION ON The YieldStreet Prism Fund – An Entirely new Closed-End Fund.

KEYNOTE SPEAKER – “How the Global Pandemic Has Affected The ETF Industry: Five Key Themes”

Ms. Susan Thompson, EVP, Head of SPDR Americas Distribution of State Street Global Advisors.

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.


  • Mariana Fariña Bush, 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, Director – Stifel


  • Aberdeen Standard Investments (AWP)
  • Advent Capital Management, LLC (AVK)
  • Barings
  • BNY Mellon (BK)
  • Calamos Investments (CSQ)
  • Clifford Chance US LLP
  • DWS (SNPE)
  • Eaton Vance (EV)
  • Fidelity Investments
  • Franklin Templeton (HIX)
  • Fitch Ratings
  • GAMCO Investors, Inc. (GBL)
  • Goldman Sachs Asset Management
  • Guggenheim Investments (GBAB)
  • IndexIQ
  • Morgan Stanley
  • Morgan Stanley Wealth Management
  • New York Stock Exchange
  • Normura Securities
  • Nuveen (NUV)
  • RiverNorth Capital
  • State Street Global Advisors
  • Stifel
  • Wells Fargo Investment Institute
  • Wells Fargo Securities, LLC
  • YieldStreet

In Cooperation with: New York Stock Exchange
Lead Sponsor: Calamos Investments
Bronze Sponsors: Aberdeen Standard Investments • Clifford Chance US LLP • DWS • Eaton Vance • Fitch Ratings • Goldman Sachs Asset Management • Guggenheim Investments • YieldStreet
Supporting Organization: Closed-End Fund Association, Inc (CEFA) • QWAFAFEW
Media Partners: Financial Advisor • Hedge Fund Alert • Seeking Alpha

Please visit:
Or, contact Anny Zhu at [email protected].
Telephone: +1-212-661-7566

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.

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