“Industry Leaders on Challenges &amp; Opportunities”A Roundtable Discussion among CEOsModerator: John S. Koudounis CEO - Calamos InvestmentsPanelists:Tracy Maitland President and Chief Investment Officer - Advent Capital Management, LLCJohn P. Calamos Founder, Chairman and Global CIO - Calamos InvestmentsMario Gabelli, CFA Chairman &amp; Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

“Industry Leaders on Challenges &amp; Opportunities” A Roundtable Discussion among CEOs Moderator: John S. Koudounis CEO - Calamos Investments Panelists: Tracy Maitland President and Chief Investment Officer - Advent Capital Management, LLC John P. Calamos Founder, Chairman and Global CIO - Calamos Investments Mario Gabelli, CFA Chairman &amp; Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

2020 19th Annual Closed-End Funds & Global ETFs Forum - Industry Leaders on Challenges & Opportunities - CEOs

Rebirth of New CEFs Brought to Market &amp; Looking Ahead - OverviewModerator: Clifford R. Cone, Partner - Clifford Chance US LLPPanelists:Finbar Ward, Vice President - Morgan Stanley Wealth ManagementWilliam Meyers, Senior Managing Director - NuveenPatrick Galley, CIO - RiverNorth CapitalMark A. Charles, Director, Equity Capital Markets - Wells Fargo Securities, LLC

Rebirth of New CEFs Brought to Market &amp; Looking Ahead - Overview Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP Panelists: Finbar Ward, Vice President - Morgan Stanley Wealth Management William Meyers, Senior Managing Director - Nuveen Patrick Galley, CIO - RiverNorth Capital Mark A. Charles, Director, Equity Capital Markets - Wells Fargo Securities, LLC

2020 19th Annual Closed-End Funds & Global ETFs Forum - Rebirth of New CEFs Brought to Market

Analysts Roundtable - OverviewModerator: Robert F. Bush, Jr., Senior Vice President - Calamos InvestmentsPanelists:Michael Jabara, Managing Director and Head of ETF &amp; CEF Research - Morgan Stanley Wealth ManagementMariana Fariña Bush, CFA, Research Director - CEFs &amp; ETPs/Passive Products - Wells Fargo Investment Institute

Analysts Roundtable - Overview Moderator: Robert F. Bush, Jr., Senior Vice President - Calamos Investments Panelists: Michael Jabara, Managing Director and Head of ETF &amp; CEF Research - Morgan Stanley Wealth Management Mariana Fariña Bush, CFA, Research Director - CEFs &amp; ETPs/Passive Products - Wells Fargo Investment Institute

2020 19th Annual Closed-End Funds & Global ETFs Forum - Analyst Roundtable

Alternative Income Generation Strategies - OverviewREITs, Real Estate Interval Funds, Preferreds &amp; ConvertiblesModerator: John F. Duggan, Vice President - Morgan Stanley Wealth ManagementPanelists:Svitlana Gubriy, Head of Global REIT Funds - Aberdeen Standard InvestmentsBarry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management, LLCCollin Bell, Managing Director, Global Head of Client Portfolio Management, Fundamental Equity - Goldman Sachs Asset Management

Alternative Income Generation Strategies - Overview REITs, Real Estate Interval Funds, Preferreds &amp; Convertibles Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management Panelists: Svitlana Gubriy, Head of Global REIT Funds - Aberdeen Standard Investments Barry Nelson, CFA, Partner, Senior Advisor - Advent Capital Management, LLC Collin Bell, Managing Director, Global Head of Client Portfolio Management, Fundamental Equity - Goldman Sachs Asset Management

2020 19th Annual Closed-End Funds & Global ETFs Forum - Alternative Income Generation Strategies

Use of Leverage in CEFs - OverviewModerator: Greg Fayvilevich, Senior Director - Fitch RatingsPanelists:John Brown, Managing Director, Private Placements - BaringsChristopher Larsen, Senior Product Manager, Global Alliances and New Business Strategies - Franklin TempletonAmit Jain, Managing Director, Financial Institutions Group - Nomura Securities

Use of Leverage in CEFs - Overview Moderator: Greg Fayvilevich, Senior Director - Fitch Ratings Panelists: John Brown, Managing Director, Private Placements - Barings Christopher Larsen, Senior Product Manager, Global Alliances and New Business Strategies - Franklin Templeton Amit Jain, Managing Director, Financial Institutions Group - Nomura Securities

2020 19th Annual Closed-End Funds & Global ETFs Forum - Use of Leverage in CEFs

CEF Industry Roundtable - OverviewModerator: Mariana Fariña Bush, CFA, Research Director - CEFs &amp; ETPs/Passive Products - Wells Fargo Investment InstitutePanelists:Robert F. Bush, Jr., Senior Vice President - Calamos InvestmentsJonathan Isaac, Director of Product Management - Eaton VanceDave Lamb, Head of Closed-End Funds - Nuveen

CEF Industry Roundtable - Overview Moderator: Mariana Fariña Bush, CFA, Research Director - CEFs &amp; ETPs/Passive Products - Wells Fargo Investment Institute Panelists: Robert F. Bush, Jr., Senior Vice President - Calamos Investments Jonathan Isaac, Director of Product Management - Eaton Vance Dave Lamb, Head of Closed-End Funds - Nuveen

2020 19th Annual Closed-End Funds & Global ETFs Forum - CEF Industry Roundtable

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 &amp; Global ETFs Forum in NYC.

Moderator: Clifford R. Cone, Partner - Clifford Chance US LLP Panelists: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 &amp; Global ETFs Forum in NYC.

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

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

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

2019 CEFs and Global ETFs Forum - MLP 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 &amp; Global ETFs Forum in NYC.

Moderator: Tom Champion, Director – NYSE Panelists: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 &amp; Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - ETF Industry Roundtable

Moderator: Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – StifelPanelists:Barry Sloane, President and CEO – Newtek Business Services Corp.Eileen Patrick, Head of Strategy – PennantPark This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds &amp; Global ETFs Forum in NYC.

Moderator: Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel Panelists:Barry Sloane, President and CEO – Newtek Business Services Corp.Eileen Patrick, Head of Strategy – PennantPark   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds &amp; Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - BDCs - Financing Americas Growth

The Capital Link Closed-End Funds Podcast Series provides numerous investor related events that are focused on topics of contemporary interest in the industry.

Closed-End Funds

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 &amp; Global ETFs Forum in NYC.

Moderator: John F. Duggan, Vice President - Morgan Stanley Wealth Management Panelists: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 &amp; Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - CEF Industry Roundtable

Matthew Kence, Investment Director &amp; Senior Vice President – Global High Yield – Aberdeen Standard Investments  This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds &amp; Global ETFs Forum in NYC.

Matthew Kence, Investment Director &amp; Senior Vice President – Global High Yield – Aberdeen Standard Investments    This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds &amp; Global ETFs Forum in NYC.

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

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.

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.

2018 CEFs and Global ETFs Forum - LUNCHEON KEYNOTE ADDRESS

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 &amp; 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.

Moderator:Michael Jabara, Managing Director and Head of ETF and Closed-End Fund Research - Morgan Stanley Wealth Management Panelists:Ganesh V. Jois, CFA, Managing Director, Portfolio Manager, Energy &amp; 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.

2018 CEFs and Global ETFs Forum - MLP Industry Roundtable

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 &amp; 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.

Moderator:Allison Fumai, Partner, Dechert LLP Panelists:Robert F. Bush, Jr., Senior Vice President – Calamos Investments Michael Occi, Executive Director, Global Capital Markets – Morgan Stanley Steven A. Baffico, Managing Partner &amp; 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.

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

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.

Moderator:Greg Fayvilevich, Senior Director - Fitch Ratings Panelists: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.

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

Moderator:Alex Reiss, Director – StifelPanelists:Barry Nelson, Partner – Advent Capital Management, LLC  Presentation/PDFEvan Serton, Senior Vice President – Cohen &amp; 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.

Moderator:Alex Reiss, Director – Stifel Panelists:Barry Nelson, Partner – Advent Capital Management, LLC Presentation/PDFEvan Serton, Senior Vice President – Cohen &amp; 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.

2018 CEFs and Global ETFs Forum - Alternative Income Generation Strategies

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