NEW YORK, NY--(Marketwired - Apr 20, 2015) - Capital Link's 14th Annual Closed-Ends Funds & Global ETFs Forum will take place on Thursday, April 23, 2015 at the Metropolitan Club in New York City.
This event is held in cooperation with NYSE Euronext.
Financial Advisors and Qualified Investors can attend the morning and afternoon sessions at no cost. The event has been approved for 10.5 CFP and 12 CIMA/CPWA continuing education credits by the CFP Board and IMCA.
To register please click on the link below or copy and paste it in your browser: http://forums.capitallink.com/cef/2015/index.html.
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.
There are seven INDUSTRY PANELS: CEF Industry Roundtable; The Use of Leverage & CEFs; Raising Capital for CEFs; ETF Industry Roundtable; Using CEFs & ETFs in Client Portfolios; MLP Industry Roundtable; and BDC Industry Roundtable.
INVESTMENT STRATEGIES to be covered include: The Evolution of Strategic Beta ETFs; New ETF Products; Energy Landscape & MLP Investing; Yield Investing & BDCs; Fixed Income Investing; International Investing; Equity & Total Return Strategies; Alternative Income Strategies; and Risk Mitigation Strategies.
FORUM TARGET AUDIENCE
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.
FORUM STRUCTURE & PRESENTERS
The Forum features thought provoking panel discussions and presentations by top industry experts, analysts, investors and senior industry executives, as well as individual company presentations.
John P. Calamos, Sr., Chairman, CEO and Global Co-CIO - Calamos Investments will deliver the Keynote Address during the Luncheon on the topic of "Asset Allocation during Periods of Market Uncertainty."
- Aberdeen Asset Management
- Bank of America Merrill Lynch
- Calamos Investments (
- Closed-End Fund Advisors
- Cohen & Steers (
- CM Finance (
- Deutsche Asset & Wealth Management (
- Eaton Vance Management (
- First Trust Advisors (
- Fitch Ratings
- Goldman Sachs Asset Management
- Infrastructure Capital Advisors
- J.P. Morgan Asset Management (
NYSE Arca: JPIN)
- Keefe, Bruyette & Woods
- Ladenburg Thalmann Asset Management
- Legg Mason
- Morgan Stanley
- Navigate Fund Solutions
- New Ireland Fund (
- New York Stock Exchange - NYSE
- Poliwogg Healthcare Investments
- Prospect Capital Corporation
- Raymond James Investment Banking
- Rich Investment Solutions
- Stone Harbor Investment Partners (
- Swank Capital (
- Tennenbaum Capital Partners (
- THL Credit (
- Tortoise Capital Advisors
- UBS Investment Bank
- Wells Fargo Securities
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.