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 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.

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 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 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.