SOURCE: Capital Link, Inc.

Capital Link, Inc.

April 04, 2016 09:00 ET

TWO ETF Roundtable Discussions at Capital Link's 15th Annual Closed-End Funds & Global ETFS Forum Thursday, April 21, 2016 in New York City

NEW YORK, NY--(Marketwired - Apr 4, 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 has been submitted to the CFP Board and IMCA for 11 CFP/CIMA/CPWA continuing education credits

REGISTRATION
To register please click on the link below or copy and paste it in your browser: http://forums.capitallink.com/cef/2016/index.html.

MORNING KEYNOTE SPEAKER ON "THE CHANGING LANDSCAPE OF FINANCIAL ADVICE"
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)

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

Among others, the Forum will also feature TWO ETF Industry Roundtable Panels and Presentations discussing the latest trends, developments and outlook in the sector.

PANEL TOPICS AND SPEAKERS INCLUDE:

HOW SMART IS SMARTBETA?
Moderator:

  • Michael Jabara, Head of ETF and Closed-End Fund Research - Morgan Stanley Smith Barney

Panelists:

  • Arne Noack, Director, Exchange Traded Product Development - Deutsche Asset Management (NYSE Arca: DEEF), (NYSE Arca: DEUS)
  • Lukas Smart, Portfolio Manager - Dimensional Fund Advisors
  • Matthew Schwab, Managing Director - Goldman Sachs Asset Management

ETF INDUSTRY ROUNDTABLE
Moderator:

  • Doug Yones, Head of Exchange Traded Products - NYSE

Panelists:

  • David B. Mazza, Managing Director/Head of ETF & Mutual Fund Research - State Street Global Advisors (NYSE: STT); (NYSE Arca: SPY)
  • Kristine Delano, Managing Director - Navigate Fund Solutions (NYSE: EV)
  • David Sharp, ETF Product Manager - Vanguard (NYSE Arca: VTI); (NYSE Arca: VOO); (NYSE Arca: VWO); (NYSE Arca: BND); (NYSE Arca: VNQ)
  • Abby Woodham, ETF Strategist - Deutsche Asset Management

FORUM OVERVIEW
This event is one of the only industry educational, marketing, and networking events to focus on investment strategies through Closed-End Funds and ETFs. The conference consistently draws over 1,000 professionals every year. 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 closed-end funds, ETFs and other investment strategies, products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.

FOR MORE INFORMATION AND TO REGISTER:
Please visit: http://forums.capitallink.com/cef/2016/index.html
Or, contact Nicolas Bornozis at funds@capitallink.com.
Telephone: +1-212-661-7566

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.

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