The 21st Annual Capital Link Closed-Ends Funds & Global ETFs Forum will take place on Thursday, October 13, 2022 at the 3 West Club in New York City from 9:00 am to 4:30 pm.

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

This Forum has been submitted for 6 CFP CE Credits.

REGISTRATIONRegistration is complimentary for Financial Advisors, RIAs and Institutional Investors.To register please follow this link:

AGENDATo view the full agenda, please follow this link:

FORUM OVERVIEWWith a 21–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, BDCs, and Exchange Traded Funds.

This conference brings together 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 seven INDUSTRY PANELS: CEF Industry Roundtable; Alternatives & Real Assets (REITs, Preferreds & Convertibles); New CEFs Brought to Market & Looking Ahead; The Use of Leverage; BDCs Roundtable – Financing America’s Growth; ETF Industry Roundtable; and Analyst Roundtable.

KEYNOTE SPEAKERJan Van Eck, President and Chief Executive Officer - Van Eck Associates Corporation will deliver the Keynote Address on NAVIGATING THROUGH THE CHALLENGES & CAPTURING OPPORTUNITIES - Investing in an Era of Energy Transition, Inflation, Geopolitics and Cryptocurrencies”


  • Abrdn (FAX)
  • Advent Capital Management
  • BlackRock (BMEZ)
  • BC Partners
  • Calamos Investments (CHY)
  • Cohen & Steers (UTF)
  • DWS
  • First Eagle Investments
  • Fitch Ratings
  • Guggenheim (GOF)
  • Harbor Capital Advisors
  • Logan Ridge Finance Corporation
  • Morgan Stanley Wealth Management
  • Neuberger Berman
  • New Mountain Finance Corporation
  • New York Stock Exchange
  • Nuveen (NMCO) (NPFD)
  • Oaktree Specialty Lending Corporation (OCSL)
  • PIMCO Investments
  • Portman Ridge Finance Corporation
  • Putnam Investments
  • SLR Investment Corp
  • Stifel
  • Sumitomo Mitsui Banking Corporation
  • Van Eck Associates Corporation (GDX)
  • Wells Fargo Investment Institute
  • XAI


  • Mariana Fariña, 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, Managing Director, Equity Research, Closed-End Funds - Stifel

FORUM TARGET AUDIENCEFinancial 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.

FORUM SPONSORS & PARTERSIn 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:, contact Nicolas Bornozis or Anny Zhu at +1-212-661-7566

ORGANIZER: CAPITAL LINK, INC. 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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