Podcasts by Closed-End Funds

Closed-End Funds

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

Further podcasts by Capital Link, Inc.

Podcast on the topic Geldanlage

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Closed-End Funds
2020 19th Annual Closed-End Funds & Global ETFs Forum - CEF Industry Roundtable from 2020-09-10T09:00

CEF Industry Roundtable - Overview
Moderator: Mariana Fariña Bush, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute
Panelists:

Ro...

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Closed-End Funds
2020 19th Annual Closed-End Funds & Global ETFs Forum - Alternative Income Generation Strategies from 2020-09-10T09:00

Alternative Income Generation Strategies - Overview
REITs, Real Estate Interval Funds, Preferreds & Convertibles
Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Manage...

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Closed-End Funds
2020 19th Annual Closed-End Funds & Global ETFs Forum - Industry Leaders on Challenges & Opportunities - CEOs from 2020-09-10T09:00

“Industry Leaders on Challenges & Opportunities”
A Roundtable Discussion among CEOs
Moderator: John S. Koudounis CEO - Calamos Investments
Panelists:

Tracy Mait...

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Closed-End Funds
2020 19th Annual Closed-End Funds & Global ETFs Forum - Use of Leverage in CEFs from 2020-09-10T09:00

Use of Leverage in CEFs - Overview
Moderator: Greg Fayvilevich, Senior Director - Fitch Ratings
Panelists:

John Brown, Managing Director, Private Placements - Barings
Christoph...

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Closed-End Funds
2020 19th Annual Closed-End Funds & Global ETFs Forum - Rebirth of New CEFs Brought to Market from 2020-09-10T09:00

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 S...

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Closed-End Funds
2020 19th Annual Closed-End Funds & Global ETFs Forum - Analyst Roundtable from 2020-09-10T09:00

Analysts Roundtable - Overview
Moderator: Robert F. Bush, Jr., Senior Vice President - Calamos Investments
Panelists:

Michael Jabara, Managing Director and Head of ETF & CEF Re...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - MLP Industry Roundtable from 2019-06-13T00:00

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 Resea...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - Evolving Case Study of New CEFs Brought to Market from 2019-06-13T00:00

Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP
Panelists:Kevin R. Kramer, Executive Director, Institutional Business Development – FS InvestmentMichael Occi, Managing Direc...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - ETF Industry Roundtable from 2019-06-13T00:00

Moderator: Tom Champion, Director – NYSE
Panelists:Steve Dunn, Head of Exchange Traded Funds – Aberdeen Standard InvestmentsAlex Ashby, SVP, Head of Product Development - Global X E...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - BDCs - Financing Americas Growth from 2019-06-11T00:00

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 Pa...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - Use of Leverage in CEFs from 2019-06-11T00:00

Moderator: Greg Fayvilevich, Senior Director – Fitch Ratings
Panelists:William Meyers, Vice President – Nuveen InvestmentsJohn Roglieri, Managing Director - Head of Structuring - C...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - What You Need to Know About Private Debt and How to Access It from 2019-06-11T00:00

Moderator: Dennis Emanuel, Director of ETF & Closed-End Fund Strategy – ALPS Advisors
Panelists:Chris Flynn, CEO – THL CreditMike Krems, Managing Director – TorreyCove Cap...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - CEF Industry Roundtable from 2019-06-05T00:00

Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management
Panelists:Janis F. Kerns, General Counsel, Corporate Secretary and Chief Compliance Officer – Adams FundsRober...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - Alternative Income Generation Strategies from 2019-06-05T00:00

Moderator: Alex Reiss, Director – Stifel
Panelists:Barry Nelson, CFA, Partner – Advent Capital Management, LLC Presentation/PDFLarry Antonatos, Managing Director, Portfolio Manager...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - Managing High Yield Bonds Today & Closed-End Fund Structure from 2019-06-05T00:00

Matthew Kence, Investment Director & Senior Vice President – Global High Yield – Aberdeen Standard Investments 
 
This audio podcast was recorded on Wednesday, May...

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Closed-End Funds
2019 CEFs and Global ETFs Forum - Keynote Address from Jan van Eck on "The 2019 Outlook for Digital Assets and The Markets" from 2019-06-05T00:00

Jan van Eck, President and Chief Executive Officer – Van Eck Associates Corporation 
 
This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - MLP Industry Roundtable from 2018-05-29T00:00

Moderator:Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management
Panelists:Ganesh V. Jois, CFA, Managing Director, Portfolio Manager, ...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - LUNCHEON KEYNOTE ADDRESS from 2018-05-29T00:00

John Stoltzfus, Managing Director, Chief Investment Strategist, Oppenheimer Asset Management Inc.
 
This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CE...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - Addressing the Primary & Secondary Markets from 2018-05-24T00:00

Moderator:Allison Fumai, Partner, Dechert LLP
Panelists:Robert F. Bush, Jr., Senior Vice President – Calamos Investments Michael Occi, Executive Director, Global Capital Markets – M...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - Use of Leverage in CEFs from 2018-05-24T00:00

Moderator:Greg Fayvilevich, Senior Director - Fitch Ratings
Panelists:Curtis Holloway, Senior Vice President, Head of Fund Administration, CFO and Treasurer – Calamos InvestmentsBrian Knu...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - Alternative Income Generation Strategies from 2018-05-22T00:00

Moderator:Alex Reiss, Director – Stifel
Panelists:Barry Nelson, Partner – Advent Capital Management, LLC Presentation/PDFEvan Serton, Senior Vice President – Cohen & Stee...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - Investment Opportunities in Ireland from 2018-05-22T00:00

Eoin Fahy, Chief Economist, Investment Strategist - KBI Global Investors Ltd
 
This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Fo...

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Closed-End Funds
2018 CEFs and Global ETFs Forum - Where is the value in CEFs today? from 2018-05-22T00:00

Moderator:Mariana F. Bush, CFA, CEF & ETP Research - Wells Fargo Investment Institute
Panelists:Rennie McConnochie, Global Head of Banks – Aberdeen Standard Investments Douglas Bond, ...

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Closed-End Funds
Opportunities in Ireland: The Growth Story Continues from 2017-12-13T09:30

Overview • Growth: Ireland has been among the strongest growing economies in Europe since 2011 • Improving Fundamentals: Strengthening government and corporate balance sheets. Growth ha...

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Closed-End Funds
Leverage Trends and Utilization by U.S. Closed-End Funds from 2017-10-26T10:35

Overview • Range of operating leverage ratios today; • Types of leverage utilized in municipal and taxable sectors; • Impacts of regulation on closed-end fund leverage; • New f...

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Closed-End Funds
Use of Leverage in CEFs from 2017-04-27T13:40

Moderator:
Greg Fayvilevich, Senior Director, Fund & Asset Management Ratings - Fitch Ratings

Panelists:
Brian Knudsen, Associate Director, Fund & Asset Management Ratings - Fitc...

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Closed-End Funds
Perspectives on Closed-End Funds from 2017-04-27T09:00

Presentation by Boaz Weinstein, Founder and Chief Investment Officer - Saba Capital Management, L.P.

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Closed-End Funds
Closed-End Funds: Access vs. Alpha from 2017-04-27T08:40

Ken Fincher, SVP, Portfolio Manager - First Trust Portfolios

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Closed-End Funds
Are CEFs a Value Proposition Today? from 2017-04-27T08:00

Moderator: Mariana Bush, CFA, Head of CEF & ETP - Wells Fargo Advisors. Panelists:
Robert F. Bush, Jr., Senior Vice President - Calamos Investments | David Sachs, Partner - Ares Management | ...

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