Market Overview

Reminder: Capital Link's 17th Annual Closed-End Funds & Global ETFS Forum Thursday, May 17, 2018 – the Metropolitan Club, New York City


NEW YORK, May 14, 2018 (GLOBE NEWSWIRE) -- Capital Link's 17th Annual Closed-Ends Funds & Global ETFs Forum will take place on Thursday, May 17, 2018 at the Metropolitan Club in New York City.

This event is held in cooperation with the New York Stock Exchange.

Financial Advisors, Registered Investment Advisors and Qualified Investors can attend the morning and afternoon sessions at no cost. The event has been approved for 7 CFP/CIMA/CPWA CE Credits.

To register please click on the link below or copy and paste it in your browser:                          

With a 17-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, developments and investment strategies using Closed-End Funds, MLPs, BDCs, and Exchange Traded Funds

This conference consistently draws over 1,000 professionals every year. Financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media 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 eight INDUSTRY PANELS: Where is the value in CEFs today; Alternative Income Generation Strategies; ETF Industry Roundtable; Use of Leverage in CEFs; CEFs – Addressing the Primary & Secondary Markets Challenges; BDCs – Financing America's Growth; MLP Industry Roundtable; and Crypto Currency/Blockchain Roundtable.

PRESENTATION ON INVESTMENT STRATEGIES include: Investment Opportunities in Ireland; and How Disruptive Technology is Changing the Future of Investing.

John Stoltzfus, Managing Director, Chief Investment Strategist - Oppenheimer Asset Management Inc.

Financial advisors, registered investment advisors, institutional investors, private bankers & wealth managers, securities analysts, retail & institutional brokers, industry specialists & analysts, financial press & media, and other qualified investors will be in attendance.


  • Mariana Bush, CFA, CEF & ETP Research – Wells Fargo Investment Institute
  • Michael Jabara, Managing Director, Head of ETF & CEF Research – Morgan Stanley Wealth Management
  • Alexander Reiss, Director - Stifel


  • Aberdeen Standard Investments (NYSE:AEF)
  • Advent Capital Management, LLC (NYSE:AVK)
  • ALPS Distributors, Inc. (NYSE:SBIO)
  • Amplify ETFs (NYSE:YYY)
  • Calamos Investments (NASDAQ:CHY)
  • Cohen & Steers (NYSE:UTF)
  • Dechert LLP
  • DWS
  • Exchange Traded Concepts
  • First Trust Portfolios
  • Fitch Ratings
  • Four Wood Capital Partners LLC
  • Goldman Sachs Asset Management
  • Grayscale Investments
  • Guggenheim Investments (NYSE:GPM)
  • Infrastructure Capital Advisors
  • Innovation Shares (NYSE:EKAR)
  • Invesco PowerShares
  • KBI Global Investors Ltd.
  • Morgan Stanley Securities
  • Morgan Stanley Wealth Management
  • The New Ireland Fund
  • New York Stock Exchange
  • Newteck Business Services Corp.
  • Nuveen Investments
  • Oppenheimer Asset Management, Inc.
  • PennantPark Investment Corporation
  • Robo Global
  • Schroder Investment Management
  • Stifel
  • Tortoise (NYSE:TPYP)
  • VanEck Associates Corporation (NYSE:GDX)
  • Wells Fargo Investment Institute
  • Wells Fargo Securities


In Cooperation with: New York Stock Exchange

Event Sponsors: Aberdeen Standard Investments • ALPS Distributors, Inc. • Amplify ETFs • Calamos Investments • Cohen & Steers • Dechert LLP • DWS • First Trust • Fitch Ratings • Goldman Sachs • Guggenheim Investments • Infrastructure Capital Advisors • The New Ireland Fund, Inc. • Schroder Investment Management • Stifel • Tortoise

Media Partners: Asset TV • Barron's • Hedge Fund Alert • Investor's Business Daily • Seeking Alpha

Supporting Organization: QWAFAFEW

Please visit:
Or, contact Anny Zhu at
Telephone: +1-212-661-7566

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.


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