Reminder - Capital Link's 2nd Annual Dissect ETFs Forum

Tuesday, October 13, 2015 - The Metropolitan Club, New York City

NEW YORK, NY -- (Marketwired) -- 10/06/15 -- Capital Link's 2nd Annual Dissect ETFs Forum will take place on Tuesday, October 13, 2015 at the Metropolitan Club in New York City.

This event is held in cooperation with the New York Stock Exchange.

Institutional investors and qualified investors can attend the Forum at no cost. The event has been approved for 8 CFP/CIMA/CPWA CE Credits by the CFP Board and IMCA.

For more information and to register please click on the link below or copy and paste it in your browser:

Richard Bernstein,
CEO/CIO - Richard Bernstein Advisors LLC

The Forum features thought provoking panel discussions by top industry experts, analysts, investors and senior industry executives on the latest trends and developments in exchange-traded funds.

Topics and Discussions include:

  • The Evolution Of The ETF Landscape
  • ETF Trading & Liquidity
  • Better Beta?
  • The Evolution of Fixed Income ETFs
  • The Changing Landscape of the Advisor Practice
  • Investing Internationally Through ETFs
  • Alternative/Yield Investing Strategies
  • ETF Outlook: What's Next?

This Forum provides rich informational content coupled with unique networking opportunities.

The Forum targets institutional investors, registered investment advisors, financial advisors, private bankers & wealth managers, securities analysts, retail & institutional brokers, industry specialists & analysts, financial press & media, and other qualified investors.


  • Michael Akins, Senior Vice President, Director of Index Mgmt. - ALPS ETF Trust (NYSE: IDOG)
  • Paul Baiocchi, Director Sector Investment Strategy - Fidelity Investments (NYSE: FBND)
  • Eric Balchunas, ETF Analyst - Bloomberg
  • Robert Bernstone, Managing Director and Head of Index/ETF Trading - Credit Suisse
  • Charles Biderman, Chairman of the Board & Founder - TrimTabs Investment Research (NYSE: FCFI)
  • Reggie Browne, Senior Managing Director & ETF Group - Cantor Fitzgerald & Co.
  • Tom Champion, Managing Director - Global Index and Exchange Traded Products - NYSE
  • Dan Colluccio, National Sales Manager - WBI (NYSE: WBIH)
  • Kristine Delano, Managing Director - Navigate Fund Solutions LLC
  • Tim Devlin, Executive Director, Global Equities - J.P. Morgan Asset Mgmt. (NYSE: JPUS)
  • Chris Dieterich, Funds Editor and Staff Writer - Barron's
  • John F. Duggan, Vice President & Analyst - Morgan Stanley Wealth Management
  • Robert Forsyth, Senior Business Development Manager - State Street Global Advisors (NYSE: JNK) (NYSE: GXC)
  • Deborah Fuhr, Managing Partner, Co-Founder - ETFGI
  • Jeremy Goff, Vice President, Strategic Ventures - Tortoise Index Solutions
  • Ogden Hammond, Executive Director, Head of ETF Strategy & Business Development - J.P. Morgan Asset Mgmt.
  • Jay Hatfield, President and Co-Founder - Infrastructure Capital Advisors, LLC; Portfolio Manager - InfraCap MLP ETF (NYSE: AMZA)
  • Rod Jones, Head of North America - STOXX Ltd.
  • Haddon Kirk, Head of ETF Trading - UBS Investment Bank
  • Steve Laipply, Director, Model-Based Fixed Income Portfolio Strategist - BlackRock (NYSE: LQD) (NYSE: HYG)
  • Jon Maier, Managing Director, Senior Portfolio Manager - Merrill Lynch ETF Model Portfolios
  • Dominic Maister, Head of iShares ETF Due Diligence - BlackRock
  • Robert J. Marrocco, Director, Exchange Traded Products - BATS Global Markets
  • Andrew McCollum, Managing Director, Investment Management - Greenwich Associates
  • Jared Murphy, Managing Director - BlackRock
  • David Perlman, ETF Strategist - UBS
  • Kevin Quigg, Global Head of ETF Sales Strategy - State Street Global Advisors
  • Michael Rawson, CFA, Analyst, Manager Research, Equity Strategies - Morningstar, Inc.
  • Jon Stinson, Executive Director - Morgan Stanley Wealth Management
  • Stuart Strauss, Partner - Dechert LLP
  • Brie Williams, Vice President & Head of Practice Management - State Street Global Advisors


  • Dennis Emanuel, Director of ETF & Closed End Fund Strategy - ALPS Portfolio Solutions
  • Deborah Fuhr, Managing Partner & Co-Founder - ETFGI LLP
  • Ravi Goutam, Managing Director, Head of Products for iShares - BlackRock
  • Ogden Hammond, Executive Director, Head of ETF Strategy & Business Development - J.P. Morgan Asset Management
  • Kevin Quigg, Global Head of ETF Sales Strategy - State Street Global Advisors


In Cooperation with:
The New York Stock Exchange
Gold Sponsors: iShares by BlackRock and State Street Global Advisors
Silver Sponsors: ALPS ETF Trust and J.P. Morgan Asset Management
Bronze Sponsors: BATS Global Markets, Dechert LLP, Fidelity Investments, InfraCap MLP ETF, NextShares, STOXX Ltd., Tortoise Index Solutions, TrimTabs Investment Research, UBS Investment Bank, and WBI
Supporting Sponsor: Highland Capital Management
Media Partners: Advisor Perspectives, Barclay Hedge, Barron's, Bloomberg Brief, ETF Radar,,, Hedge Fund Alert, Investor's Business Daily, and Seeking Alpha
Supporting Organizations: Financial Planning of New York, Quantitated Work Alliance for Applied Finance, Education and Wisdom, and The Security Traders Association of New York, Inc.

Capital Link is a global investor relations firm with strategic concentration, among other, on CEFs and ETFs with a track record of industry expertise spanning 19+ years. Capital Link organizes annually a series of investment forums in New York, London and Athens. This Forum is an extension of our 15 year track record success of Capital Link's Annual Closed-End Funds & Global ETFs Forum, which consistently attracts more than 1,000+ delegates annually.

For more information please contact:
Anny Zhu
Marketing Manager
Capital Link, Inc.
Telephone: 212 661-7566

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