CEF Industry Roundtable - Overview Moderator: Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Panelists: Robert F. Bush, Jr., Senior Vice President - Calamos Investments Jonathan Isaac, Director of Product Management - Eaton Vance Dave Lamb, Head of Closed-End Funds - Nuveen

Closed-End Funds

2020 19th Annual Closed-End Funds & Global ETFs Forum - CEF Industry Roundtable

“Industry Leaders on Challenges & Opportunities” A Roundtable Discussion among CEOs Moderator: John S. Koudounis CEO - Calamos Investments Panelists: Tracy Maitland President and Chief Investment Officer - Advent Capital Management, LLC John P. Calamos Founder, Chairman and Global CIO - Calamos Investments Mario Gabelli, CFA Chairman & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

2020 19th Annual Closed-End Funds & Global ETFs Forum - Industry Leaders on Challenges & Opportunities - CEOs

Use of Leverage in CEFs - Overview Moderator: Greg Fayvilevich, Senior Director - Fitch Ratings Panelists: John Brown, Managing Director, Private Placements - Barings Christopher Larsen, Senior Product Manager, Global Alliances and New Business Strategies - Franklin Templeton Amit Jain, Managing Director, Financial Institutions Group - Nomura Securities

2020 19th Annual Closed-End Funds & Global ETFs Forum - Use of Leverage in CEFs

Rebirth of New CEFs Brought to Market & Looking Ahead - Overview Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP Panelists: Finbar Ward, Vice President - Morgan Stanley Wealth Management William Meyers, Senior Managing Director - Nuveen Patrick Galley, CIO - RiverNorth Capital Mark A. Charles, Director, Equity Capital Markets - Wells Fargo Securities, LLC

2020 19th Annual Closed-End Funds & Global ETFs Forum - Rebirth of New CEFs Brought to Market

Analysts Roundtable - Overview Moderator: Robert F. Bush, Jr., Senior Vice President - Calamos Investments Panelists: Michael Jabara, Managing Director and Head of ETF & CEF Research - Morgan Stanley Wealth Management Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

2020 19th Annual Closed-End Funds & Global ETFs Forum - Analyst Roundtable

Alternative Income Generation Strategies - Overview REITs, Real Estate Interval Funds, Preferreds & Convertibles Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management Panelists: Svitlana Gubriy, Head of Global REIT Funds - Aberdeen Standard Investments Barry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management, LLC Collin Bell, Managing Director, Global Head of Client Portfolio Management, Fundamental Equity - Goldman Sachs Asset Management

2020 19th Annual Closed-End Funds & Global ETFs Forum - Alternative Income Generation Strategies

Moderator: Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research – Morgan Stanley Wealth Management Panelists:Jeff Jorgensen, Portfolio Manager, Director of Research, Energy Infrastructure Equities – Brookfield Asset Management Presentation/PDFCollin Bell, Managing Director - Goldman Sachs Asset ManagementJay Hatfield, Co-founder and CEO – Infrastructure Capital AdvisorsGreg Murphy, Director, Relationship Management - Tortoise    

2019 CEFs and Global ETFs Forum - MLP Industry Roundtable

Moderator: Tom Champion, Director – NYSE Panelists:Steve Dunn, Head of Exchange Traded Funds – Aberdeen Standard InvestmentsAlex Ashby, SVP, Head of Product Development - Global X ETFsNicholas Elward, SVP, Head of Business Development and ETFs – Natixis Investment ManagersMatt Collins, CFA, Co-Head of ETFs, VP – PGIM Investments   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - ETF Industry Roundtable

Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP Panelists:Kevin R. Kramer, Executive Director, Institutional Business Development – FS InvestmentMichael Occi, Managing Director – Morgan StanleyGaston Yordan, Vice President – Nuveen InvestmentsKristin Blundo Douglass, CAIA, Director, Strategic Client Group – Tortoise   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Evolving Case Study of New CEFs Brought to Market

Moderator: Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel Panelists:Barry Sloane, President and CEO – Newtek Business Services Corp.Eileen Patrick, Head of Strategy – PennantPark   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - BDCs - Financing Americas Growth

Moderator: Greg Fayvilevich, Senior Director – Fitch Ratings Panelists:William Meyers, Vice President – Nuveen InvestmentsJohn Roglieri, Managing Director - Head of Structuring - Complex Prime Solutions and Financing – BNP ParibasAdam Joseph, Managing Director – Wells Fargo Securities   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Use of Leverage in CEFs

Moderator: Dennis Emanuel, Director of ETF & Closed-End Fund Strategy – ALPS Advisors Panelists:Chris Flynn, CEO – THL CreditMike Krems, Managing Director – TorreyCove Capital Partners LLCPete Keliuotis, EVP, Head of Alternative Consulting – Callan LLC   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - What You Need to Know About Private Debt and How to Access It

Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management Panelists:Janis F. Kerns, General Counsel, Corporate Secretary and Chief Compliance Officer – Adams FundsRobert F. Bush, Jr., Senior Vice President – Calamos InvestmentsJonathan Isaac, Director of Product Management – Eaton Vance   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - CEF Industry Roundtable

Moderator: Alex Reiss, Director – Stifel Panelists:Barry Nelson, CFA, Partner – Advent Capital Management, LLC Presentation/PDFLarry Antonatos, Managing Director, Portfolio Manager, Real Assets – Brookfield Asset Management Presentation/PDFBrian Cordes, Senior Vice President - Head of Portfolio Specialists – Cohen & SteersJay Hatfield, Co-founder and CEO – Infrastructure Capital Advisors   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Alternative Income Generation Strategies

Matthew Kence, Investment Director & Senior Vice President – Global High Yield – Aberdeen Standard Investments    This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Managing High Yield Bonds Today & Closed-End Fund Structure

The Capital Link Closed-End Funds Podcast Series provides numerous investor related events that are focused on topics of contemporary interest in the industry.

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