All Episodes - Closed-End Funds

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

Rebirth of New CEFs Brought to Market & 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 - Analyst Roundtable

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

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

CEF Industry Roundtable - Overview Moderator: Mariana Fariña Bush, CFA, Research Director - CEFs & 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 - Alternative Income Generation Strategies

Alternative Income Generation Strategies - Overview REITs, Real Estate Interval Funds, Preferreds & 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 - Industry Leaders on Challenges & Opportunities - CEOs

“Industry Leaders on Challenges & 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 & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp

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

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

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

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 & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - ETF Industry Roundtable

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 & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - MLP Industry Roundtable

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 - Use of Leverage in CEFs

Moderator: Greg Fayvilevich, Senior Director – Fitch Ratings Panelists:William Meyers, Vice President – Nuveen InvestmentsJohn Roglieri, Managing Director - Head of Structuring - Complex Prime Solutions and Financing – BNP ParibasAdam Joseph, Managing Director – Wells Fargo Securities   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

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

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 & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - What You Need to Know About Private Debt and How to Access It

Moderator: Dennis Emanuel, Director of ETF & Closed-End Fund Strategy – ALPS Advisors Panelists:Chris Flynn, CEO – THL CreditMike Krems, Managing Director – TorreyCove Capital Partners LLCPete Keliuotis, EVP, Head of Alternative Consulting – Callan LLC   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

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

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

2019 CEFs and Global ETFs Forum - CEF Industry Roundtable

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 & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Alternative Income Generation Strategies

Moderator: Alex Reiss, Director – Stifel Panelists:Barry Nelson, CFA, Partner – Advent Capital Management, LLC Presentation/PDFLarry Antonatos, Managing Director, Portfolio Manager, Real Assets – Brookfield Asset Management Presentation/PDFBrian Cordes, Senior Vice President - Head of Portfolio Specialists – Cohen & SteersJay Hatfield, Co-founder and CEO – Infrastructure Capital Advisors   This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2019 CEFs and Global ETFs Forum - Keynote Address from Jan van Eck on "The 2019 Outlook for Digital Assets and The Markets"

Jan van Eck, President and Chief Executive Officer – Van Eck Associates Corporation    This audio podcast was recorded on Wednesday, May 22, 2019 at our Closed-End Funds & Global ETFs Forum in NYC.

2018 CEFs and Global ETFs Forum - MLP Industry Roundtable

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 & 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 - LUNCHEON KEYNOTE ADDRESS

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 - Addressing the Primary & Secondary Markets

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 & 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:Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel Panelists:Raj Shrestha, SVP of Finance – Newtek Business Services Corp.Arthur Howard Penn, Chairman, CEO and Founder – PennantPark Investment Corporation   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: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 - Investment Opportunities in Ireland

Eoin Fahy, Chief Economist, Investment Strategist - KBI Global Investors Ltd   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

Moderator:Alex Reiss, Director – Stifel Panelists:Barry Nelson, Partner – Advent Capital Management, LLC Presentation/PDFEvan Serton, Senior Vice President – Cohen & 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 - Where is the value in CEFs today?

Moderator:Mariana F. Bush, CFA, CEF & ETP Research - Wells Fargo Investment Institute Panelists:Rennie McConnochie, Global Head of Banks – Aberdeen Standard Investments Douglas Bond, Executive Vice President – Cohen & SteersJeff Margolin, Senior Vice President – First Trust Portfolios   This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Opportunities in Ireland: The Growth Story Continues

Overview • Growth: Ireland has been among the strongest growing economies in Europe since 2011 • Improving Fundamentals: Strengthening government and corporate balance sheets. Growth has been organic, not debt driven • Positioned for Global Growth: Ireland's strong economy should benefit from improving European and global growth • Portfolio Positioning: Ireland's place in diversifying with European equities • New Ireland Fund: A portfolio of attractive stock picks   Presenters: • Noel O'Halloran, Executive Director & Chief Investment Officer - KBI Global Investors Ltd • Eoin Fahy B.A., A.S.I.A.I, Chief Economist, Investment Strategist - KBI Global Investors Ltd   This podcast was recorded on Thursday, November 16, 2017.

Leverage Trends and Utilization by U.S. Closed-End Funds

Overview • Range of operating leverage ratios today; • Types of leverage utilized in municipal and taxable sectors; • Impacts of regulation on closed-end fund leverage; • New forms of leverage utilized by closed-end funds; • Cost of funding for different leverage types. Presenters:• Greg Fayvilevich, Senior Director - Fitch Ratings• Brian Knudsen, Associate Director, Fund & Asset Manager - Fitch Ratings This podcast was recorded on Tuesday, October 24, 2017.

Use of Leverage in CEFs

Moderator: Greg Fayvilevich, Senior Director, Fund & Asset Management Ratings - Fitch Ratings Panelists: Brian Knudsen, Associate Director, Fund & Asset Management Ratings - Fitch Ratings Presentation/PDF Amit Jain, Director, Financial Institutions Investment Banking - Wells Fargo Securities Mark Kelly, Director - Product Oversight - BlackRock Andrew Kleeman, Managing Director, Private Placements - Barings

Perspectives on Closed-End Funds

Presentation by Boaz Weinstein, Founder and Chief Investment Officer - Saba Capital Management, L.P.

Closed-End Funds: Access vs. Alpha

Ken Fincher, SVP, Portfolio Manager - First Trust Portfolios

Are CEFs a Value Proposition Today?

Moderator: Mariana Bush, CFA, Head of CEF & ETP - Wells Fargo Advisors. Panelists: Robert F. Bush, Jr., Senior Vice President - Calamos Investments | David Sachs, Partner - Ares Management | Jim Robinson, Founder, CEO & CIO, Senior Portfolio Manager - Robinson Capital Management, LLC | John Bartlett, Vice President, Portfolio Manager, Electric & Gas Utility Research - Reaves Asset Management