Closed-End Funds Analyst Roundtable

Presented by 

THURSDAY, JUNE 13, 2013, 11:00 AM ET 

(4:00 PM LONDON) (5:00 PM PARIS) (6:00 PM PARIS) (11:00 PM HONG KONG)  




Topics of Discussion
  • CEF market activity update
  • CEF asset classes investors are interested in now
  • Various asset classes year to date performance
  • Raising awareness and understanding of CEFs among advisors and investors
  • Primary drivers of current CEF IPO and secondary market activity
  • New product development trends in today's market place

Featured Presenters: 


   Robert F. Bush, Jr.
Senior Vice President, Director of Closed-End Fund Products 
   Calamos Investments

As director of closed-end fund products, Mr. Bush is responsible for optimizing the firm’s closed-end fund business. He acts as a liaison for the firm, communicating with the investor, research and brokerage communities about the Calamos closed-end funds. In addition, Mr. Bush works closely with the Calamos executive, investment, marketing and distribution teams regarding product development, strategy and enhancements for new and established closed-end funds.

Previously, Mr. Bush worked as a managing director in the financial institutions group for Citigroup Investment Banking. In this capacity, he was responsible for the closed-end fund product development, syndication and capital raising for that firm’s asset management clients.  

Subsequent to his investment banking career, Mr. Bush worked as a financial advisor for Morgan Stanley Smith Barney’s Wealth Management Group.

Mr. Bush hold Series 7, 24, 31, 63 and 65 licenses.


   Alexander Reiss
Director, Closed-End Fund Research  
   Stifel Nicolaus

Alexander Reiss is a Vice President for the Closed-End Fund Research at Stifel Nicolaus. He joined the Stifel Nicolaus Research Team in March 2007 in connection with Stifel Financial Corp.'s acquisition of Ryan Beck & Co., Inc. Previously; Mr. Reiss had been an analyst with Ryan Beck and Company and an associate analyst with Gruntal and Co.

His coverage universe includes both fixed-income and equity Closed-End Funds. Earlier in his career, he held various analyst positions focused on the media, and advertising industries. Mr. Reiss received his B.A. in international affairs from the American University and is currently pursuing his MBA.

   Dan Brown
Closed-End Fund and Exchange-Traded Tracking Product Analyst
   Wells Fargo Advisors

Joining Wells Fargo Advisors in March 2009, Dan is a closed-end fund and exchange-traded tracking product analyst providing financial advisors and their clients with individual security recommendations in the CEF and ETP universes.

Dan began his career in 2006 with UBS Financial Services, LLC, where he had experience in equity single security research and ETP and equity portfolio management.

Dan is a CFA charterholder and received his B.A. in Economics from Vanderbilt University.

   David Perlman
Vice President, ETF and CEF Research
   Morgan Stanley Wealth Management

David Perlman is a Vice President at Morgan Stanley Wealth Management and a member of the Exchange-Traded Fund (ETF) and Closed-End Fund (CEF) Research team. The team is responsible for rating 100 CEFs and provides research and commentary on the ETF industry and coverage on over 300 ETFs listed in the United States.

David began his professional career at Morgan Stanley in 2005 and joined the ETF and CEF Research Team in 2007.

He graduated from Colgate University and has an MBA from the NYU Stern School of Business.

   Elias Lanik
Senior Closed-End Fund Analyst
   BofA Merrill Lynch Global Research

Elias Lanik is the senior Closed-End Fund analyst at BofA Merrill Lynch Global Research. In this role, he publishes a variety of reports on macro themes and individual CEFs, providing ratings across the Closed-End Fund sectors and helping financial advisors and their clients navigate the Closed-End Fund universe.

Before joining the Closed-End Fund group, Lanik covered Exchange Traded Funds and worked in the US Technical and Market Analysis group.

Lanik is a former Marine and received his bachelor's degree from the University at Albany.

Webinar Structure

The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 10-15 minutes.  This webinar will be archived and available for replay upon registration.

Q&A Session - Submitting Questions 

Participants can submit questions prior to or during the event through the special feature on the event page, or they can email them to Capital Link at The Q&A portion of the webinar is 10-15 minutes long.

The Closed-End Funds Analyst Roundtable webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.

Registrants can download the PowerPoint presentation from this webcast.



This webinar will also be available on demand at any time after the live broadcast.

Who Should Attend?

Broker-Dealers - Certified Financial Planners - Certified Trust and Financial Advisors - Closed-End Funds Issuers - Financial Advisors - Financial Media - Financial Planners - Hedge Fund Managers - Institutional Investors - Investment Consultants - Pension Fund Managers - Prime Brokers - Private Bankers

About Capital Link, Inc. 


Capital Link is a New York-based investor relations and financial communications firm, which, among other activities, maintains a strategic focus on closed-end funds and ETFs. 

Capital Link has developed specific investor outreach programs and IR tools focused on CEFs and ETFs in order to enhance their profiles among analysts, investors, and financial media. 

In pursuit of this objective, Capital Link maintains websites dedicated to CEFs ( and ETFs ( that track the news and developments of all U.S. listed CEFs and ETFs, providing investors with a free information resource on these topics. The 13th Annual Closed-End Funds & Global ETFs Forum (, considered a premier industry annual event, will take place in New York City on April 24, 2014, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. Capital Link also offers the "Closed-End Funds & Global ETFs Webinar Series (," an online interactive platform that is on CEFs, ETFs, and other pertinent industry topics. Open to the public, these virtual events provide an in-depth look into the CEF & ETF industry, and ground issues and timely topics in the context of the global economy, fostering a better understanding among participants. 

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