NEW YORK, NY--(Marketwired - Apr 18, 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 approved by the CFP Board for 11 CFP continuing education credits, and submitted to IMCA for 11 CIMA/CPWA CE credits.
To register please click on the link below or copy and paste it in your browser: http://forums.capitallink.com/cef/2016/index.html.
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.
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 nine INDUSTRY PANELS: Where is the Value Today in Closed-End Funds; Trends in Closed-End Fund Leverage; Revitalizing IPOs & Secondary Market for CEFs; Fund Initiatives to Maximize Shareholder Value; 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
PRESENTATIONS 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.
FORUM TARGET AUDIENCE
Financial planners, 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.
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
ADVISORY BOARD MEMBERS
Mariana Bush, CFA, Senior Analyst -- Wells Fargo Advisors
Amy M. Charles, Managing Director, Closed-End Fund & Exchange-Traded Fund Research -- Raymond James
Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research -- Morgan Stanley Wealth Management
Elias Lanik, Senior Closed-End Fund Analyst -- BofA Merrill Lynch Global Research
Alexander Reiss, Director -- Stifel
Aberdeen Asset Management
Advent Capital Management (NYSE: AGC)
BofA Merrill Lynch Global Research
Calamos Investments (NYSE: CCD)
Closed-End Fund Advisors
Cohen & Steers (NYSE: RFI)
Cushing Asset Management (NYSE: SRV)
Deutsche Asset Management (NYSE Arca: DEEF)
Dimensional Fund Advisors
Eaton Vance Corp (NYSE: EV)
First Trust Advisors (NASDAQ: HYLS)
Goldman Sachs Asset Management
Infrastructure Capital Advisors
Investment Partners Asset Management
Merrill Lynch ETF Model Portfolios
Monroe Capital Corporation
Morgan Stanley Smith Barney
NextShares Solutions LLC
Prospect Capital Corporation (NYSE: PSEC)
RiverNorth Capital Management LLC
Sprott Asset Management
State Street Global Advisors (NYSE: STT)
The New Ireland Fund
Tortoise Capital Advisors
Vanguard (NYSE Arca: VTI)
Wells Fargo Securities
Willkie Farr & Gallagher LLP
FORUM SPONSORS & MEDIA PARTNERS
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 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 Solutions LLC • Nuveen Investments • Prospect Capital Corporation • Sprott Asset Management • Stifel • Tortoise Capital Advisors
Supporting Sponsor: Willkie Farr & Gallagher LLP
Media Partners: Barclay Hedge • Barron's • Bloomberg Brief • ETFdb.com • Hedge Fund Alert • Investius • Investor's Business Daily • Seeking Alpha
Supporting Organization: QWAFAFEW
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.