"Industry Leaders on Challenges & Opportunities"A Roundtable Discussion among CEOs Moderator: John S. Koudounis, CEO - Calamos Investments Panelists: John P. Calamos, Founder, Chairman and Global CIO - Calamos Investments Mario Gabelli, CFA, Chairman & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

Exchange-Traded Funds (ETFs)

2021 Capital Link's 20th ETFs & Global CEFs Forum - "Industry Leaders on Challenges & Opportunities" A Roundtable Discussion among CEOs

Analyst Roundtable Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments Panelists: Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management Alexander Reiss, Director - Stifel Mike Taggart, CFA, CEO & Head of CEF Insights - Taggart Fund Intelligence, LLC

2021 Capital Link's 20th ETFs & Global CEFs Forum - Analyst Roundtable

ETF Industry Roundtable Moderator: Douglas Yones, Head of Exchange Traded Products - New York Stock Exchange Panelists: Arne Noack, Head of Systematic Investment Solutions - Americas - DWS Paul Kim, CEO and Cofounder - Simplify ETFs  Gunjan Chauhan, Senior Managing Director, Global Head of SPDR Capital Markets - State Street Global Advisors

2021 Capital Link's 20th ETFs & Global CEFs Forum - ETF Industry Roundtable

KEYNOTE ADDRESSMulti-Year Trends: Energy Transition and "Crypto" Beyond Bitcoin Jan Van EckPresident and Chief Executive Officer Van Eck Associates Corporation

2021 Capital Link's 20th ETFs & Global CEFs Forum - KEYNOTE ADDRESS - Jan Van Eck

BDCs Roundtable – Financing America’s Growth Moderator: Allen G. Laufenberg, CFA, Managing Director, Investment Banking - KEEFE, BRUYETTE & WOODS /  Stifel Panelists: Jim Labe, Co-CEO & Co-Founder - TriplePoint Capital Steve Brown, Chairman, CEO & Founder - Trinity Capital Inc. Rob Pomeroy, Chief Executive Officer, Chairman & Co-Founder - Horizon Technology Finance Corporation

2021 Capital Link's 20th ETFs & Global CEFs Forum - BDCs Roundtable - Financing America's Growth

The Use of Leverage Moderator: Peter Gargiulo, Director - Fitch Ratings Panelists: Kimberly Green, Analyst - Fitch Ratings Nate Jones, CFA, Senior Managing Director, Head of Fund Finance and Treasury - Nuveen Mark B. Quaglia, Director - TD Prime Services LLC

2021 Capital Link's 20th ETFs & Global CEFs Forum - The Use of Leverage

New CEFs Brought to Market & Looking Ahead Moderator: Jefferey D. LeMaster, Partner - Clifford Chance US LLP  Panelists: Stephen Minar, Director - BlackRock  Finbar Ward, Vice President - Morgan Stanley Wealth Management Dave Lamb, Sr. Managing Director, Head of Closed-End Funds - Nuveen

2021 Capital Link's 20th ETFs & Global CEFs Forum - New CEFs Brought to Market & Looking Ahead

Alternatives & Real AssetsREITs, MLPS, Preferreds & Convertibles Moderator: Alexander Reiss, Director - Stifel Panelists: Barry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management Ryan Sullivan, CFA, Co-Head of Real Assets - abrdn Matthew Sallee, CFA, Sr. Managing Director & Sr. Portfolio Manager - Tortoise  Paulo Almeida, CIO - Tufton Investment Management

2021 Capital Link's 20th ETFs & Global CEFs Forum - Alternatives & Real Assets REITs, MLPS, Preferreds & Convertibles

Welcome Remarks Nicolas Bornozis, President - Capital Link, Inc   CEF Industry Roundtable Moderator: Mariana Fariña Bush, 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 Jonathan Isaac, Director of Product Management - Eaton Vance  Parth Doshi, Vice President, Closed-End Fund Product Management and Development - Nuveen

2021 Capital Link's 20th ETFs & Global CEFs Forum - Welcome Remarks & CEF Industry Roundtable

Keynote Address - Overview How The Global Pandemic Has Affected The ETF Industry: Five Key Themes Susan Thompson EVP, Head of Americas Distribution for SPDR ETFs State Street Global Advisors

2020 19th Annual Closed-End Funds & Global ETFs Forum - Keynote Address

ETF Industry Roundtable - Overview Moderator: Douglas Yones, Head of Exchange Traded Products - New York Stock Exchange Panelists: Jason Ronca, ETF Capital Markets Specialist - BNY Mellon Luke Oliver, Managing Director, Head of Index Investing, Americas - DWS Greg Friedman, Head of ETF Management and Strategy - Fidelity Investments Jon Zimmerman, Chief Operating Officer - IndexIQ

2020 19th Annual Closed-End Funds & 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: 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: 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

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

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Exchange-Traded Funds (ETFs)

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