Closed-End Funds & Global ETFs: Recent Episodes
Capital Link, Inc.
The Capital Link ETF Podcast Series provides numerous investor related events that are focused on topics of contemporary interest in the industry.
The Use of LeverageWednesday, October 23, 2024Presentation by: Mr. Steven Johnson, Associate Director, Fund & Asset Manager Ratings – Fitch Ratings23rd Annual Capital Link Closed-End Funds & Global ETFs ForumOctober 22 & 23, 2024 - Digital Conference. For more information on the conference, visit here: https://forums.capitallink.com/cef/2024/
CEF Industry RoundtableTuesday, October 22, 2024Moderator: Ms. Mariana Fariña, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment InstitutePanelists:Mr. Stephen Minar, Managing Director - BlackRockMr. Scott Becker, CFA, Senior Vice President, Head of Portfolio Specialists – Calamos InvestmentsMr. Brandon Odenath, CFA, Vice President – Cohen & SteersMr. Stephen Davis, CEF Product Specialist – Nuveen23rd Annual Capital Link Closed-End Funds & Global ETFs ForumOctober 22 & 23, 2024 - Digital Conference. For more information on the conference, visit here: https://forums.capitallink.com/cef/2024/
Analyst RoundtableModerator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos InvestmentsPanelists:Mr. Alexander Reiss, Director – StifelMs. Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment InstituteCapital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSEFor more information click here: https://forums.capitallink.com/cef/2023/agenda.html
ETF Industry RoundtableModerator: Mr. Mo Sparks, Director, Exchange Traded Products - New York Stock ExchangePanelists:Mr. Anthony Rochte, Managing Director and Global Head of Exchange-Traded Funds - Morgan Stanley Investment ManagementMr. Matthew Schwark, Vice President, ETF Capital Markets Group - State Street Global AdvisorsMr. Michael Venuto, Co-Founder & CIO – Tidal Financial GroupCapital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSEFor more information click here: https://forums.capitallink.com/cef/2023/agenda.html
The Use of LeveragePresentation by: Mr. Steven Johnson – Associate Director, Fund & Asset Manager Ratings - Fitch RatingsCapital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSEFor more information click here: https://forums.capitallink.com/cef/2023/agenda.html
CEF Industry RoundtableModerator: Ms. Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment InstitutePanelists:Mr. Mike Taggart, Closed-End Fund Specialist - abrdnMr. Stephen Minar, Managing Director – BlackRockMr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos InvestmentsMr. Stephen Davis , Closed End Funds Product Specialist - NuveenCapital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE.For more information click here: https://forums.capitallink.com/cef/2023/agenda.html
Analyst Roundtable Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Panelists:
Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management Alexander Reiss, Director – Stifel Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/
ETF Industry Roundtable Moderator: Mo Sparks, Director- Exchange Traded Products - New York Stock Exchange Panelists:
Steve Cook, Managing Director, Head of ETFs - Harbor Capital Advisors Fred Edwards, CFA, ETF Sales, ETF Portfolio Specialist - Neuberger Berman Michael A Giuliano , CFA, Manager of Strategic Initiatives – Putnam Investments
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/
BDCs Roundtable – Financing America’s Growth Moderator: Al Laufenberg, CFA, Managing Director, Investment Banking - KEEFE, BRUYETTE & WOODS / Stifel Panelists:
John Kline, President – New Mountain Finance Corporation (NMFC) Ted Goldthorpe, Chairman & CEO - Portman Ridge Finance Corporation (PTMN); Partner, Head of Credit – BC Partners Matt Stewart, COO - Oaktree Specialty Lending Corporation (OCSL) Michael Gross, Co-CEO - SLR Investment Corp (SLRC)
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/
LUNCHEON & KEYNOTE ADDRESS NAVIGATING THROUGH THE CHALLENGES & CAPTURING OPPORTUNITIES Investing in an Era of Energy Transition, Inflation, Geopolitics and Cryptocurrencies Jan Van Eck President and Chief Executive Officer Van Eck Associates Corporation Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: https://forums.capitallink.com/cef/2022/
The Use of Leverage Moderator: Peter Gargiulo, Director - Fitch Ratings Panelists:
Steve Johnson, CFA, Associate Director - Fitch Ratings Brian Knudsen, Vice President, Global Financial Institutions Group - Sumitomo Mitsui Banking Corporation
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/
New CEFs Brought to Market & Looking Ahead Moderator: Jefferey D. LeMaster, Partner - CLIFFORD CHANCE US LLP Panelists:
Stephen Minar, Director – BlackRock Gaston Yordan, Senior Vice President - First Eagle Zvi Dubitzky, CLO/Chief Compliance Officer – PIMCO Investments William Meyers, Senior Advisor - XAI
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/
Alternatives & Real Assets REITs, Preferreds & Convertibles Moderator: Alexander Reiss, Managing Director, Equity Research, Closed-End Funds - Stifel Panelists:
Jonathan Mondillo, Head of U.S. Fixed Income – abrdn Barry Nelson, CFA, Partner, Senior Advisor — Advent Capital Management Brian Cordes, CAIA, Senior Vice President – Cohen & Steers
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/
CEF Industry Roundtable Moderator: Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Panelists:
Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Doug Bond, Executive VP, Head of Closed-End Funds - Cohen & Steers Matthew J. Nealon, CPA, Managing Director, Head of CEF Business Development – Nuveen
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum Thursday, October 13, 2022 3 West Club, New York City For more information on the program please visit here: http://forums.capitallink.com/cef/2022/