Exchange-Traded Funds (ETFs) Presenting at Capital Link’s 17th Annual Closed-End Funds & Global ETFs Forum Thursday, May 17...
May 03 2018 - 12:51PM
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 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.
Among others, the Forum will also feature a Crypto
Currency/Blockchain Roundtable Panel and an ETF Industry Roundtable
Panel discussing the latest trends, developments and outlook in the
sector as well as a presentation on How Disruptive Technology is
Changing the Future of Investing.
CRYPTO CURRENCY/BLOCKCHAIN
ROUNDTABLEModerator:Douglas
Yones, Head of Exchange Traded Products -
NYSE
Panelists:
- Christian Magoon, Founder & CEO -
Amplify ETFs (NASDAQ:IBUY) (NYSE:BLOK) (NYSE:YYY)
(NYSE:YESR)
- Michael Sonnenheim, Managing Director
- Grayscale Investments
- Matt Markiewicz, Managing Director -
Innovation Shares (NYSEArca:KOIN) (NYSEArca:EKAR)
- Jan van Eck, President –
VanEck (NYSEArca:SMH) (NYSEArca:GDX) (NYSEArca:RAAX)
ETF INDUSTRY
ROUNDTABLEModerator:Tom
Champion, Managing Director – NYSE
Panelists:
- Deborah Fuhr, Managing Partner – ETFGI
LLP
- Mike Cronan, President –
Exchange Traded Concepts
- Jennifer Kim, Sr. ETF Capital Markets
Relationship Manager – Invesco PowerShares
- Jeremie Capron, Director of Research &
Managing Partner – Robo Global
HOW DISRUPTIVE TECHNOLOGY IS CHANGING
THE FUTURE OF INVESTINGTaylor Ames, Vice
President, Product Strategies – ALPS
(BATS:DTEC)
KEYNOTE SPEAKERJohn Stoltzfus,
Managing Director, Chief Investment Strategist - Oppenheimer Asset
Management Inc.
REGISTRATIONTo register please
click on the link below or copy and paste it in your
browser:http://forums.capitallink.com/cef/2018/index.html.
FORUM OVERVIEWWith 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.
ADVISORY BOARD MEMBERS
- 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
PARTICIPATING COMPANIES:
- Aberdeen Standard Investments
- Advent Capital Management, LLC
- ALPS
- Amplify ETFs
- Calamos Investments
- Cohen & Steers
- Dechert LLP
- DWS
- ETFGI LLP
- Exchange Traded Concepts
- First Trust Portfolios
- Fitch Ratings
- Four Wood Capital Partners LLC
- Goldman Sachs Asset Management
- Grayscale Investments
- Guggenheim Investments
- Infrastructure Capital Advisors
- Innovation Shares
- Invesco PowerShares
- Morgan Stanley
- Morgan Stanley Wealth Management
- The New Ireland Fund
- New York Stock Exchange
- Nuveen Investments
- Oppenheimer Asset Management, Inc.
- Robo Global
- Schroder Investment Management
- Stifel
- Tortoise
- VanEck
- Wells Fargo Investment Institute
- Wells Fargo Securities
FORUM TARGET AUDIENCE
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.
FORUM SPONSORS & MEDIA
PARTNERS
In Cooperation with: New York
Stock Exchange
Event Sponsors: Aberdeen
Standard Investments • ALPS • 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: Barron’s •
Hedge Fund Alert • Investor’s Business Daily • Seeking Alpha
FOR MORE INFORMATION AND TO REGISTER:Please
visit: http://forums.capitallink.com/cef/2018/overview.html
Or, contact Anny Zhu at Forum@CapitalLink.com.
Telephone: +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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