NEW YORK, NY--(Marketwired - Apr 20, 2017) - Capital Link's 16th Annual Closed-Ends Funds & Global ETFs Forum will take place on Thursday, April 27, 2017 at the Metropolitan Club in New York City.

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

Financial advisors, RIAs and qualified investors can attend the morning and afternoon sessions at no cost. The event has been approved for 8 CFP/CIMA/CPWA continuing education credits by the CFP Board and IMCA.

Among others, the Forum will also feature a BDC Industry Roundtable Panel and Presentation discussing the latest trends, developments and outlook in the sector.


  • Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director - Stifel
  • Barry Sloane, Chairman & CEO - Newtek Business Services Corp. (NASDAQ: NEWT)
  • Joshua Siegel, Chairman & CEO - StoneCastle Financial Corp. (NASDAQ: BANX)
  • Thomas Majewski, Managing Director - Eagle Point Credit Company Inc. (NYSE: ECC)
  • Thomas Alonso, CFA, VP, Investor Relations - Prospect Capital Corporation (NASDAQ: PSEC)

To register please click on the link below or copy and paste it in your browser:

This event is one of the only industry educational, marketing, and networking events to focus on investment strategies through Closed-End Funds and ETFs. The 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 closed-end funds, ETFs and other investment strategies, products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.

EVENT ADVISORY BOARD MEMBERS - Distinguished industry analysts

  • Mariana Bush, CFA, Senior Analyst - Wells Fargo Advisors
  • Michael Jabara, Executive Director, Head of ETF & CEF Research - Morgan Stanley Wealth Management
  • Elias Lanik, Senior Closed-End Fund Analyst - BofA Merrill Lynch Global Research
  • Alexander Reiss, Director - Stifel


  • Aberdeen Asset Management
  • Alpine Funds
  • Ares Management LLC
  • Barings
  • BlackRock
  • BofA Merrill Lynch Global Research
  • Calamos Investments
  • Cohen & Steers
  • Deutsche Asset Management
  • Eagle Point Credit Company Inc.
  • ETF Securities
  • First Trust Portfolios
  • Fitch Ratings
  • Goldman Sachs Asset Management
  • Infrastructure Capital Advisors
  • Invesco PowerShares Capital Management, LLC
  • Mercury Capital Advisors
  • Morgan Stanley
  • Newtek Business Services Corp.
  • Prospect Capital Corporation
  • Reaves Asset Management
  • Robinson Capital
  • Saba Capital Management, LP
  • Stifel
  • StoneCastle Financial Corp.
  • Tekla Capital Management LLC
  • Tortoise Capital
  • Vanguard
  • Wells Fargo Advisors
  • Wells Fargo Securities

New York Stock Exchange
SILVER SPONSORS: Calamos Investments • Cohen & Steers • First Trust Advisors
BRONZE SPONSORS: Aberdeen Asset Management • Alpine Funds • ALPs • Ares Management • Deutsche Asset Management • Eaton Vance • ETF Securities • Fitch Ratings • Goldman Sachs Asset Management • Infrastructure Capital Advisors • Liberty Street Funds • Mercury iFunds • Prospect Capital Corporation • Saba Capital Management, LP • Stifel • Tekla Capital Management LLC • Tortoise Capital Advisors
MEDIA PARTNERS: Barclay Hedge • Barron's • • Hedge Fund Alert • Investor's Business Daily • Seeking Alpha

Founded in 1995, Capital Link is a New York based investor relations, financial communication and advisory firm with strategic focus on Closed-End Funds, 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.

Contact Information:

Please visit:
Or, contact Nicolas Bornozis
Telephone: +1-212-661-7566