SOURCE: Capital Link, Inc.

Capital Link, Inc.

March 23, 2016 09:48 ET

Capital Link's 15th Annual Closed-End Funds & Global ETFs Forum Thursday, April 21, 2016 - The Metropolitan Club, New York City

NEW YORK, NY--(Marketwired - Mar 23, 2016) -  Capital Link's 15th Annual Closed-Ends Funds & Global ETFs Forum will take place on Thursday, April 21, 2016 at the Metropolitan Club in New York City.

This event is held in cooperation with the New York Stock Exchange.

Financial Advisors and Qualified Investors can attend the morning and afternoon sessions at no cost. The event will qualify for continuing education credits.

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

With a 15-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 and developments and investment strategies using Closed-End Funds & Exchange Traded Funds. CEFs & ETFs are different but complementary investment vehicles followed to a large extent by the same investor and analyst base and funds sponsors.

This conference consistently draws over 1,000 professionals every year who 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 eight INDUSTRY PANELS: Where is the Value Today in Closed-End Funds; Raising Interest Rates & The Use of Leverage in CEFs; Revitalizing IPOs & Secondary Market for CEFs; BDCs - Financing America's Growth; MLPs: Navigating the New Energy Landscape & Beyond; How Smart is SmartBeta; ETF Industry Roundtable; and Using CEFs & ETFs in Client Portfolios

PRESENTATION ON INVESTMENT STRATEGIES include: Maximizing Returns in the CEF Space; Yield Investing & BDCs; Fixed Income Investing; International Investing; Alternative Income Strategies; Risk Mitigation Strategies; and Innovation in the ETF Space.

Institutional investors, registered investment advisors, private bankers & wealth managers, securities analysts, retail & institutional brokers, industry specialists & analysts, financial press & media, and other qualified investors will be in attendance.

Jim Ross, Executive
Vice President - State Street Global Advisors (SSGA), Global Head of SPDR ETFs. He also serves as Head of US Intermediary Distribution, and is Chairman of SSGA Funds Management, Inc. (SSGA FM)

Henry H. McVey,
CIO of KKR's Balance Sheet and Head of Global Macro & Asset Allocation - KKR


  • Mariana Bush, CFA, Senior Analyst - Wells Fargo Advisors
  • Amy M. Charles, Managing Director, Closed-End Fund & Exchange-Traded Fund Research - Raymond James
  • Michael Jabara, Executive Director, Head of ETF & CEF Research - Morgan Stanley Wealth Management
  • Elias Lanik, Senior Closed-End Fund Analyst - BofA Merrill Lynch Global Research
  • Alexander Reiss, Director - Stifel


  • Aberdeen Asset Management (NYSE: FAX)
  • Advent Capital Management (NYSE: AVK)
  • BofA Merrill Lynch Global Research
  • Calamos Investments
  • CBOE
  • Closed-End Fund Advisors
  • Cohen & Steers (NYSE: RQI)
  • Cushing Asset Management (NYSE: SZC)
  • Deutsche Asset Management (NYSE: GF)
  • Dimensional Fund Advisors
  • Eaton Vance Corp (NYSE: EV)
  • First Trust Advisors
  • Fitch Ratings
  • Goldman Sachs Asset Management
  • HighTower Advisors/Bapis Group
  • Infrastructure Capital Advisors
  • Investment Partners Asset Management
  • KKR
  • Merrill Lynch ETF Model Portfolios
  • Monroe Capital Corporation (NASDAQ: MRCC)
  • Morgan Stanley Smith Barney
  • NextShares Solutions LLC
  • Nuveen Investments
  • NYSE
  • Prospect Capital Corporation
  • RiverNorth Capital Management LLC
  • Sprott Asset Management (NYSE ARCA: PHYS)
  • State Street Global Advisors
  • Stifel
  • The New Ireland Fund (NYSE: IRL)
  • Tortoise Asset Management (NYSE: TYG)
  • Wells Fargo Securities


In Cooperation with: New York Stock Exchange

Silver Sponsors: Calamos Investments • Cohen & Steers • Deutsche Asset Management • First Trust Advisors

Bronze Sponsors: Aberdeen Asset Management • ALPs • CBOE • Cushing MLP Asset Management • Eaton Vance Corp • Fitch Ratings • Goldman Sachs Asset Management • Guggenheim Investments • Infrastructure Capital Advisors • John Hancock Investments • Monroe Capital Corporation • The New Ireland Fund, Inc. • NextShares • Nuveen Investments • Prospect Capital Corporation • Sprott Asset Management • Stifel • Tortoise Capital Advisors

Media Partners: Barclay Hedge • Barron's • Bloomberg Brief • • Hedge Fund Alert • Investius • Investor's Business Daily • Seeking Alpha

Supporting Organization: QWAFAFEW

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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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