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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.

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The best episodes ranked using user listens.

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2019 CEFs and Global ETFs Forum - ETF Industry Roundtable

Moderator: Tom Champion, Director – NYSEPanelists: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.

36mins

13 Jun 2019

Rank #1

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

Moderator: Clifford R. Cone, Partner - Clifford Chance US LLPPanelists: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.

35mins

13 Jun 2019

Rank #2

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2019 CEFs and Global ETFs Forum - MLP Industry Roundtable

Moderator: Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research – Morgan Stanley Wealth ManagementPanelists: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

37mins

13 Jun 2019

Rank #3

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2019 CEFs and Global ETFs Forum - CEF Industry Roundtable

Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth ManagementPanelists: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.

40mins

5 Jun 2019

Rank #4

Most Popular Podcasts

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

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.

21mins

5 Jun 2019

Rank #5

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2018 CEFs and Global ETFs Forum - LUNCHEON KEYNOTE ADDRESS

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 CEFs and Global ETFs Forum in NYC.

38mins

29 May 2018

Rank #6

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2018 CEFs and Global ETFs Forum - MLP Industry Roundtable

Moderator:Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth ManagementPanelists:Ganesh V. Jois, CFA, Managing Director, Portfolio Manager, Energy & Infrastructure - Goldman Sachs Asset ManagementJay Hatfield, Co-founder and CEO - Infrastructure Capital Advisors Brian Sulley, CFA, Client Portfolio Manager - Tortoise This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

38mins

29 May 2018

Rank #7

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2018 CEFs and Global ETFs Forum - Addressing the Primary & Secondary Markets

Moderator:Allison Fumai, Partner, Dechert LLPPanelists:Robert F. Bush, Jr., Senior Vice President – Calamos Investments Michael Occi, Executive Director, Global Capital Markets – Morgan Stanley Steven A. Baffico, Managing Partner & Chief Executive Office – Four Wood Capital Partners L.L.CGaston Yordan, Vice President – Nuveen InvestmentsJerry Raio, Managing Director – Wells Fargo Securities This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

43mins

24 May 2018

Rank #8

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2018 CEFs and Global ETFs Forum - Use of Leverage in CEFs

Moderator:Greg Fayvilevich, Senior Director - Fitch RatingsPanelists:Curtis Holloway, Senior Vice President, Head of Fund Administration, CFO and Treasurer – Calamos InvestmentsBrian Knudsen, Associate Director - Fitch RatingsAndrew Hanson, Managing Director - Morgan Stanley Steve Nelli, Managing Director - ‎Wells Fargo Securities This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

38mins

24 May 2018

Rank #9

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2018 CEFs and Global ETFs Forum - Alternative Income Generation Strategies

Moderator:Alex Reiss, Director – StifelPanelists:Barry Nelson, Partner – Advent Capital Management, LLC Presentation/PDFEvan Serton, Senior Vice President – Cohen & SteersKen Fincher, Senior Vice President, Portfolio Manager – First TrustMike Taggart, Vice President, Director of Closed-End Fund Research – Nuveen Investments This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

37mins

22 May 2018

Rank #10