DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK Overview Capital Links will host a webinar with Nicolas providing introductions. Michael Jabara with Morgan Stanley will moderate a discussion with Jeremy Goff of Tortoise on these timely topics: • The merits of investing via ETFs in the midstream space in current market conditions • Tax loss harvesting during the final quarter of the year Featured Presenters
Michael Jabara, Managing Director at Morgan Stanley Wealth Management is head of the Exchange-Traded Fund (ETF) and Closed-End Fund (CEF) Research team. The team is responsible for rating approximately 100 CEFs and provides research commentary on the ETF industry and coverage on over 400 ETFs listed in the US. Michael is quoted in financial publications and frequently participates on industry conference panels. He began his professional career at Prudential Securities in ETF and CEF Research in 2002, joined Citigroup in 2005, and then transitioned to Morgan Stanley Wealth Management in 2010.
Jeremy Goff joined Tortoise in 2011. Previously, Mr. Goff worked for The Blackstone Group where he raised capital for and designed Blackstone’s private investment funds and maintained relationships with Blackstone’s limited partners. Prior to his time with Blackstone, he served as a ranger infantry officer in the U.S. Army. Mr. Goff earned a Bachelor of Science degree in economics from the United States Military Academy at West Point. Webinar Structure
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 questions@capitallink.com. The Q&A portion of the webinar is 10 minutes long. Registrants can download the PowerPoint presentation from this webcast. A FREE AND INVALUABLE RESOURCE 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 (www.CEFForum.com) and ETFs (www.ETFForum.com) 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 17th Annual Closed-End Funds & Global ETFs Forum (www.CapitalLinkForum.com), considered a premier industry annual event, will take place in New York City on Thursday, May 17, 2018, 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 (www.CapitalLinkWebinars.com)," 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. The Capital Link Closed-End Funds & Global ETF Webinar Series provides numerous live and on-demand playback investor webinars that are focused on topics of contemporary interest in the industry. As a sponsor of one of these webinars, your company will provide updates and enlightenment on issues of importance while aligning your organization with the interests of our audience. Sponsors of these webinars will receive brand recognition and exposure as well as the ability to offer a white paper or PowerPoint presentation at registration to webcast attendees so as to generate leads.
For more information on webinar sponsorship opportunities, please contact Nicolas Bornozis at funds@capitallink.com or call +1 212 661-7566. 230 Park Avenue - Suite 1536 - NY - New York 10169, USA - Tel.: +1 212 661 7566 - Fax: +1 212 661 7526 Longcroft House,2-8 Victoria Ave, London, EC2M 4NS, U.K - Tel. +44(0) 203 206 1320 - Fax. +44(0) 203 206 1321 40, Agiou Konstantinou Str, Suite A 5, 151-24 Athens, Greece - Tel. +30 210 6109 800 - Fax +30 210 6109 801 |