Capital Link 21st Annual Global Closed-End Funds & ETFs Forum

Get instant alerts when news breaks on your stocks. Claim your one week free trial for StreetInsider Premium here.

THURSDAY OCTOBER 13, 20223 WEST CLUB IN NEW YORK9:00 a.m. – 4:30 p.m. EST

NEW YORK, Oct. 11, 2022 (GLOBE NEWSWIRE) — The 211st Annual Capital Link Global Closed-End Funds & ETF Forum will take place on Thursday, October 13, 2022 at 3 West Club in New York City from 9:00 a.m. to 4:30 p.m.

The event is organized in cooperation with the New York Stock Exchange.

This forum has been submitted for 6 CE CFP credits.

REGISTRATIONRegistration is free for financial advisors, RIAs and institutional investors.To sign up, please follow this link: http://forums.capitallink.com/cef/2022/signup.html

AGENDATo view the full agenda, please follow this link: http://forums.capitallink.com/cef/2022/

FORUM OVERVIEWWith a 21-year history, Capital Link’s Annual Global Closed-End Funds & ETF Forum is the longest-running investment forum with significant industry branding and recognition. It updates the wider investment community on the latest trends, developments, and investment strategies using closed-end funds, BDC, and exchange-traded funds.

This conference brings together financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts and the financial media who use this forum not only as a resource to share and evaluate the latest CEF and ETF products and trends, but also as an interactive platform to improve visibility and make the right connections.

There are seven INDUSTRY PANELS: CEF Industry Panel; Alternatives & Real Assets (REITs, Preferreds & Convertibles); New CEFs placed on the market and future prospects; The use of leverage; BDC Roundtable – Financing US Growth; ETF industry roundtable; and round table of analysts.

KEY STAKEHOLDERJohn Van EckPresident and CEO – Van Eck Associates Corporation will deliver it main speech on “NAVIGATING CHALLENGES AND SEIZING OPPORTUNITIES – Investing in an era of energy transition, inflation, geopolitics and cryptocurrencies »

PARTICIPATING COMPANIES:

Address (FAX)
Advent capital management
Black Rock (BMEZ)
BC Partners
Calamos Investments (CHY)
CLIFFORD CHANCE US LLP
Cohen & Steers (UTF)
DWS
Early Eagle Investments
fitch reviews
Guggenheim (GOF)
Port Capital Advisors
KEEFE, BRUYETTE & WOODS / Stifel
Logan Ridge Financial Corporation
Morgan Stanley Wealth Management
Neuberger Berman
New Mountain Financial Corporation
New York Stock Exchange
Nuveen (NMCO) (NPFD)
Oaktree Specialty Lending Corporation (OCSL)
PIMCO Investments
Portman Ridge Financial Corporation
Putnam Investments
SLR investment company
Stifel
Sumitomo Mitsui Banking Corporation
Van Eck Associates Corporation (GDX)
Wells Fargo Investment Institute
XAI

ADVISORY COUNCIL MEMBERS

Mariana Farina, CFA, Research Director – CEF & ETP/Passive Products –– Wells Fargo Investment Institute
Michael Jabara, Managing Director and Head of ETFs and Closed-End Funds Research –Morgan Stanley Wealth Management
Alexander Reiss, Managing Director, Equity Research, Closed-End Funds -Stifel

TARGET AUDIENCE OF THE FORUMFinancial advisers, registered investment advisers, institutional investors, private bankers and wealth managers, securities analysts, retail and institutional brokers, industry specialists and analysts, financial press and media and other qualified investors will be present.

FORUM SPONSORS AND PARTNERSIn cooperation with: New York Stock ExchangeGold Sponsor: Calamos InvestmentsSilver Sponsor: Cohen & SteersBronze Sponsors: Abrdn • Clifford Chance US LLP • DWS • Fitch Ratings • Guggenheim • Nuveen • Stifel | KEEFE, BRUYETTE & WOODS Supporting Organization: Closed-End Fund Association, Inc. – CEFA

FOR MORE INFORMATION AND TO REGISTER:Please visit: http://forums.capitallink.com/cef/2022/Or, contact Nicolas Bornozis or Anny Zhu at [email protected].Phone: +1-212-661-7566

ORGANIZER: CAPITAL LINK, INC. Founded in 1995, Capital Link is a New York-based investor relations, financial communications and advisory firm with a strategic focus on closed-end funds and ETFs, MLPs, energy, materials raw and maritime. Additionally, Capital Link hosts ten investment conferences each year in the United States and Europe, all known for combining rich educational and informative content with unique marketing and networking opportunities. Capital Link is a member of the Baltic Exchange. Based in New York, Capital Link has offices in London, Athens and Oslo.