About the Event

 The forum has been approved for 6 CFP CE Credits

Capital Link’s 20th Annual Digital Closed-End Funds & Global ETFs Forum will take place on Tuesday, October 5, 2021 from 11am - 6pm EST as a digital event.

With a 20-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 brings together 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.

The event will focus on topics of critical interest for the CEF and ETF space and also on investment strategies involving CEFs & ETFs.

Capital Link’s Forums are known for combining rich educational content with extensive marketing and networking opportunities. With a 20-year track record of success this Annual Forum is a meeting place for advisors, investors and fund sponsors.

Agenda Topics

  • CEF Industry Roundtable
  • Alternatives & Real Assets
  • New CEFs Brought to Market & Looking Ahead
  • The Use of Leverage in CEFs
  • BDCs Industry Roundtable - Financing America's Growth
  • ETF Industry Roundtable
  • Analyst Roundtable


Jan Van Eck

President and Chief Executive Officer

Van Eck Associates Corporation

Industry Leaders on Challenges & Opportunities
A Roundtable Discussion among CEOs


John S. Koudounis


Calamos Investments


John P. Calamos

Founder, Chairman and Global CIO

Calamos Investments

Mario Gabelli, CFA

Chairman & CEO

GAMCO Investors, Inc. and LICT Corp

Event Advisory Board
Distinguished Industry Analysts

Mariana Fariña Bush, CFA

Research Director - CEFs & ETPs/Passive Products

Wells Fargo Investment Institute

Michael Jabara

Managing Director and Head of ETF and Closed-End Fund Research

Morgan Stanley Wealth Management

Alexander Reiss



In Cooperation With

Gold Sponsor

Silver Sponsor

Bronze Sponsors

Supporting Organization


• Institutional Investors
• Financial Advisors
• Private Bankers
• Retail and Institutional Brokers
• ETF Industry Specialists & Analysts

• Registered Investment Advisors
• Financial Planners
• Securities Analysts
• CEF Industry Specialist & Analysts
• Financial Press & Media

Frequently Asked Questions

No. You do not need to download or install any software to participate. You only need to have access to the internet.
No. It is only required to request a video chat, it is not required in order to participate.
On the top of the page, please click the login button and enter your email address.
This is an online event. You do not have to travel to any specific location. You can participate anywhere that you have Internet access. The event is accessible from desktop, mobile and tablet devices.