Closed-End Funds & Global ETFs Capital Link, Inc.

Analyst Roundtable
Moderator: Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments
Panelists:

Mr. Alexander Reiss, Director – Stifel
Ms. Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

ETF Industry Roundtable
Moderator: Mr. Mo Sparks, Director, Exchange Traded Products - New York Stock Exchange
Panelists:

Mr. Anthony Rochte, Managing Director and Global Head of Exchange-Traded Funds - Morgan Stanley Investment Management
Mr. Matthew Schwark, Vice President, ETF Capital Markets Group - State Street Global Advisors
Mr. Michael Venuto, Co-Founder & CIO – Tidal Financial Group

Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

The Use of Leverage
Presentation by: Mr. Steven Johnson – Associate Director, Fund & Asset Manager Ratings - Fitch Ratings
Capital Link's 22nd Annual Closed-End Funds & Global ETFs Forum Wednesday, November 1, 2023. Digital Event. Held in Cooperation with NYSE
For more information click here: https://forums.capitallink.com/cef/2023/agenda.html

Analyst Roundtable
Moderator:
Mr. Robert F. Bush, Jr., Senior Vice President, Director of Closed-End Fund Products - Calamos Investments
Panelists:

Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management
Alexander Reiss, Director – Stifel
Mariana Fariña, CFA, Research Director - CEFs & ETPs/Passive Products - Wells Fargo Investment Institute

Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum
Thursday, October 13, 2022 3 West Club, New York City
For more information on the program please visit here: http://forums.capitallink.com/cef/2022/

ETF Industry Roundtable
Moderator:
Mo Sparks, Director- Exchange Traded Products - New York Stock Exchange
Panelists:

Steve Cook, Managing Director, Head of ETFs - Harbor Capital Advisors
Fred Edwards, CFA, ETF Sales, ETF Portfolio Specialist - Neuberger Berman
Michael A Giuliano , CFA, Manager of Strategic Initiatives – Putnam Investments

Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum
Thursday, October 13, 2022 3 West Club, New York City
For more information on the program please visit here: http://forums.capitallink.com/cef/2022/

LUNCHEON & KEYNOTE ADDRESS NAVIGATING THROUGH THE CHALLENGES & CAPTURING OPPORTUNITIES
Investing in an Era of Energy Transition, Inflation, Geopolitics and Cryptocurrencies
Jan Van Eck President and Chief Executive Officer Van Eck Associates Corporation
Capital Link's 21st Annual Closed-End Funds & Global ETFs Forum
Thursday, October 13, 2022 3 West Club, New York City
For more information on the program please visit here: https://forums.capitallink.com/cef/2022/