Capital Link’s Monthly CEF & ETF Newsletter aims to provide a review of developments in the CEF & ETF space as well as commentaries and editorial from leading industry participants.
Capital Link has made a strategic commitment to raise visibility for CEFs and ETFs to a wider audience. We believe we have put together a unique platform that includes our CEF and ETF websites, interviews, webinars, market reports and newsletters.
Our internet portals are dedicated to providing free news and data as well as the latest in fund commentary and analysis on CEFs and ETFs. We welcome to visit our information portals today at: www.cefforum.com and www.etfforum.com.
Join Capital Link’s webinar series featuring Cohen & Steers on Examining Discounts and Yields in the Closed-End-Fund Market and Their Relationship to Expected Returns.
SPEAKER: Douglas Bond, Executive VP, Portfolio Manager - Cohen & Steers
OVERVIEW: Two things typically attract investors to closed-end funds: the potential for attractive income and the opportunity to buy shares at a discount to a fund’s underlying holdings. These factors remain a key part of the value proposition given the sizeable income advantage and wider-than-average discounts available in today’s closed-end-fund market. However, it is critical that investors look deeper when evaluating opportunities, as history shows that discounts and yields have done a poor job of indicating forward returns.
Opal Financial Group's investment consultants conference provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.
As part of the Private Wealth Series, the Family Office Winter Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.
Come and join us for a highly intense day of engaging discussions on the latest investment trends and soft issues with some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe.
HEDGEAnswers' Launch Sessions are unique, tightly packed educational opportunities, for interactive discussions that will raise your Hedge Fund IQ.
The 90-minute virtual event provides strategies for operating a hedge fund in today’s competitive marketplace from industry experts without having to leave your desk.
Join us March 19, May 14! To register for a Launch Session, get more information and/or join The Community for free, visit: HEDGEAnswers.com
IMN, along with the Equipment Leasing & Finance Association (ELFA), will host the 13th Annual Investors’ Conference on Equipment Finance, March 20, 2014 in New York City. This one day conference attracts decision-makers at the highest levels and will highlight expert professional speakers, allowing for timely and thorough coverage of topics of interest to the industry. Join more than 300 of the industry's leaders for this must-attend event.
The 8th Invest in International Shipping Forum organized in cooperation with the New York Stock Exchange and NASDAQ will take place in NYC. The world's most influential CEO level executives of US and Foreign listed shipping companies will gather to examine the macroeconomic issues that are shaping international shipping and further provide investors with a comprehensive review and outlook of the various shipping markets right after the companies’ annual results.
The Forum also aims to enhance the information flow between investors and shipping companies and to increase the awareness about shipping as an industry to a wide audience of investors.
Financial Research Associates’ Hedge Fund Due Diligence Master Class will feature seasoned investors, fund managers and prominent industry leaders who can detail their approaches to today’s intricate due diligence challenges.
View the conference brochure: http://www.frallc.com/pdf/B912.pdf
Subscribers of BarclayHedge are entitled to a 10% discount. Mention FMP102 during registration to enjoy this offer. For more information, please Theresa Powers at 704-341-2437 or email@example.com
Join over 100 Senior Risk Professionals in New York for CFP’s 2nd Annual Stress Testing USA 2014 Congress. Over 2 days hear presentations, discussions and debate, which will address the critical challenges faced by many FIs.
Key topics include CCAR, Stress Testing Legal Entities, Implementing An Enterprise-Wide Framework, Governance & Communication, Scenario Design & Choice, Reverse Stress Testing, Next-Generation Stress Testing, and Data Management.
Hear from institutions including Mitsubishi UFJ, Morgan Stanley, Federal Reserve Board, TD Ameritrade, HSBC, Citi, Union Bank, Bank of America, Goldman Sachs, RBC Capital Markets, OCC, GE Capital and many more.
BHA Select Hedge Funds: London 2014
March 26th & 27th
Stamford Bridge, UK
BHA Select Hedge Funds: London 2014 is hosting the largest European Capital Introduction Conference in 2014. This two-day conference is dedicated exclusively to 1-on-1 meetings between the premier hedge funds of 2014, individually selected by BHA as best of breed, with approximately 300 private and institutional investors from around the globe.
Top Reasons to Attend:
- Better than 3:1 Investor-to-Manager attendee-ratio
- Both of our previous events SOLD OUT months early
- Participate in over 2,000 Investor/Manager meetings
Over the last years all financial institutions have been face with an increasingly complex set of domestic and international challenges. Meeting new requirements is an increasing challenge for the financial community particularly when it comes to Internal Audit. Internal Audit can play a more strategic role within the organization including identifying enterprise-wide cost efficiences, and with a risk-based approach providing strategic insight to improve business performance.
The aim of our Forum is to look at the impact of these new requirements Internal Audit has to face and explore how the financial sector can develop Internal Audit and so that it find its place at the heart of financial institutions.
Network with the industry's leading experts as they analyze the opportunities and challenges in the real estate market! Our 2013 event was a great success, with some of the top industry leaders in attendance. Opal's 2014 real estate investors conference will focus on the latest developments in the marketplace. It will analyze the opportunities and challenges in the real estate market; examine best practices and explore new deal making strategies.
Opal's AnnualReal Estate Investors Summit promises to be 2014's leading conference and exposition for real estate professionals, hedge fund managers, private investors, family offices, pension funds and other institutional investors.
In just one day, you'll learn the ins-and-outs of how to develop and nurture a successful liquid alternative fund at Financial Research Associates’ conference on Establishing a ’40 Act Alternative Fund, taking place April 1 at The Princeton Club of New York.
View the conference brochure: http://www.frallc.com/pdf/B916.pdf
Subscribers of BarclayHedge are entitled to a 10% discount. Mention FMP102 during registration to enjoy this offer. For more information, please contact Kathie Eberhard at 704-341-2439 or firstname.lastname@example.org
Catalyst Cap Intro Events are sector focused, investor driven events that host hand-picked investment managers and investors that are introduced to each other with a view to become investment partners.
This Catalyst Cap Intro Event focuses only on the Credit and Fixed Income alternative investing sectors.
Investors constitute predominantly single and multi-family offices, endowment and foundations, and their advisors, located on the US East Coast corridor, but also internationally.
The Middle East Retail Banking Series is the only platform in the region that is being hosted successfully on an annual basis, bringing together industry guru’s and practitioners all under one roof. This event has evolved over the last 8 years and is now widely recognized in the region as the best retail banking event.
If your organization provides a product, services, solution, consultancy to the Retail/Consumer/Personal Banking sector and is keen to expand your business and increase your client base in the Middle East region, there is no better platform than Middle East Retail Banking Forum.
IMN will once again host the premier event for the CLO Sector April 22-23, 2014, in New York City. This year's program will feature extensive coverage on outlook for issuance in 2014, structural and legal considerations, relative value from a research analyst and investor perspective, the role of CLOs in commercial real estate finance, leveraged loan performance and analysis, ratings methodology for CLOs, and more. IMN’s Investors’ Conference on CLOs and Leveraged Loans gathers together the best minds in the industry to provide you with thought-leadership on the key challenges and opportunities facing the CLO market.
IMN’s 5th Annual Active-Passive Investor Summit will take place April 22, 2014 in New York City. The event will bring together the most prolific activist investors, the largest pension funds and institutional investors, hedge funds, board directors, CEOs, proxy solicitors, corporate and securities attorneys, investor relation professionals, investment banking professionals and others for a full day of networking and educational opportunities.
The 13th Annual Closed-End Funds & Global ETFs Forum will take place on Thursday, April 24, 2014, at the Metropolitan Club in New York City at One East 60th Street, Manhattan.
The only educational, industry, marketing, and networking event to combine CEFs and ETFs; this conference consistently draws over 1,000+ professionals every year. This annual event will not only address the benefits and challenges associated with using closed-end funds (CEFs) and ETFs, but will also present a networking platform for financial advisors, financial planners, institutional investors, fund and asset managers, analysts, other wealth management professionals, and major financial media.
Attendance is by invitation only at no cost for qualified delegates. The Forum will qualify for Continuing Education credit.
- Reading the Rates – Monitoring macro movements to increase fund resilience amid interest rate volatility
- ALMed and Ready – Successfully linking funding and asset allocation to protect the balance sheet and support risk-ready investment decisions
- The Governance Double Helix – Integrating a unified direction into pension fun DNA to profit from a robust risk framework
- Beyond Active vs Passive – Embracing benchmark-driven, risk-guided asset allocation to reduce cost and volatility while achieving stable returns
- Tuning out the Noise – Making sense of a tumultuous market to form clear expectations and brace for potential tail risk events
- The Contrarian’s Context – Swimming against the tide to capture attractively valued opportunities arising from gaps in the market
Now in its sixth year, Global AgInvesting 2014 offers a comprehensive overview of agriculture investment opportunities, risks and return profiles across all major global production regions, as well as strategies for diversified ag portfolios including regional variation, private equity, and liquid investments. Concurrent track sessions will highlight the surrounding themes of ag venture capital and agricultural technology, water opportunities, and protein plays in livestock and dairy, global fisheries and aquaculture.
After the success of last year, a fourth day has again been added to cover the burgeoning AgTech sector, and venture capital and private equity opportunities therein. The GAI AgTech Investment Summit will take place on Thursday, May 1 (additional registration required).
The Growth Capital Expo is taking place April 29 – May 1 at Caesars Palace in Las Vegas. This is the premier event in emerging growth company finance. The Growth Capital Expo brings together the best ideas, the most promising companies and the top deal makers in emerging growth finance for three days of education and networking in the nation's premier destination for meetings and entertainment. Join 300 of the top growth company executives, investors and finance specialists focused on the pre-IPO and public micro-cap market for an unparalleled experience in education, networking and deal making. Visit www.growthcapitalexpo.com for information.
The inaugural ETP Distribution Summit is the only event of its kind, with an exclusive focus on the sponsor community and potential market entrants. It will inspire new approaches to the industry as well as offer practical guidance on how to succeed in ETP distribution in the next phase of the market’s development.
View the conference brochure: https://www.frallc.com/pdf/B917.pdf
Subscribers of BarclayHedge are entitled to a 10% discount. Mention FMP102 during registration to enjoy this offer. For more information, please contact Whitney Betts at 704-341-2445 or email@example.com
IMN’s Sunshine Backed Bonds™ will take place in New York City on May 2, 2014 as “Solar Shines On Wall Street” at this one day conference aimed at educating investors and capital markets participants alike on the trends and possibilities that exist for this asset class. Last year's event was a huge success and featured over 250 participants from divergent industries that had previously not connected in this type of forum. We are expecting the 2014 event to grow even larger as the possibility of solar and renewable energy as a securitizable asset becomes a reality.
Guaraní International Advisors is proud to partner with Rediex and Steptoe & Johnson, PLLC to host Opportunities in Paraguay 2014 – Part Two, May 6-8, 2014, in Asunción, Paraguay. In addition to the conference and as part of the event, GIA has organized the first Conscious Capital Investment, Business and Trade Mission to Paraguay on May 5-6, 2014. A group of 30 conscious investors will travel to Paraguay to meet with the heads of the Paraguayan Government and Paraguay's largest private companies and tour sector-specific investment opportunities. Space is still available. Register by March 31 and save up to $200.
Join your industry peers for the must-attend European Wealth and Asset Managment event of the year for a unique opportunity to get insight into growth opportunities, focusing on segmentation, new delivery models, digital change that provides an opportunity of competitive differentiation. This forum will bring together the most respected private banks and leading wealth managers to discuss challenges and actual trends which professionals are facing currently.
Don’t miss out! Attendees will gain a competitive advantage by keynote presentations, success stories from Western Europe and CEE, CIS and SEE region and discerning panel discussions which maintain an interactive and highly practical guide for all industry fellows.