2007 Forum
  Speakers
  Event Sponsors
  Media Partners
  Press Release
  Forum Journal
  Photo Gallery
  Media Interviews
  Venue
  Contact Us


  
  2007 Awards
  2006 Awards
  2005 Awards
  2004 Awards
  2003 Awards
  2002 Awards


 
  2006 Forum
  2005 Forum
  2004 Forum
  2003 Forum
  2002 Forum




    



    



    



    


       Capital Link Forum




 




Aberdeen Asset Management PLC ("Aberdeen") is an international investment management group, managing assets for both institutions and individuals from offices around the world. Aberdeen is listed on the London Stock Exchange, and total group assets under management were US$148.1 billion as of December 31, 2006. This total represents 52% in Fixed Income, 39% in Equities and 9% in Property. Aberdeen has over 20 offices throughout the world including London, Philadelphia, Singapore, Aberdeen, Edinburgh, Sydney, Hong Kong and Tokyo...more




Barclays Global Investors (BGI) is one of the world's largest asset managers, with $1.8 trillion in assets as of 12/31/06 for over 2,800 clients in 52 countries around the world. BGI is one of the world's largest providers of structured investment strategies, including indexing and risk-controlled active strategies. BGI was the creator of the first index strategy more than 30 years ago and is also the sponsor and asset manager of more than 190 different Exchange Traded Funds (ETFs) around the world...more




BlackRock is a premier provider of global investment management, risk managementand advisory services. The firm manages portfolios and provides investment solutions for a broad array of investors that include corporate, public and union pension plans, insurance companies, mutual funds, endowments, foundations, charities, corporations, official institutions and individuals worldwide...more




The Chicago Board Options Exchange (CBOE) is the world's first options risk management marketplace. CBOE options are SEC-regulated and cleared by the triple-A-rated Options Clearing Corporation. The underlying notional value of trading on the CBOE is more than $50 billion per day, making it one of the largest securities exchanges in the world. The CBOE offers options on more than 1,200 individual stocks and options on 50 ETFs and 40 stock indexes, including the S&P 500 (SPX), Dow 30 (DJX), Russell 2000 (RUT), and NASDAQ-100 (NDX) and CBOE Volatility Index (VIX)...more




About Cohen & Steers. Cohen & Steers is a manager of high-income equity portfolios, specializing in U.S. REITs, international real estate securities, preferred securities, utilities and large cap value stocks. Headquartered in New York City with offices in Brussels, Hong Kong, London and Seattle, the firm serves individual and institutional investors through a wide range of open-end mutual funds, closed-end mutual funds and institutional separate accounts....more




A full-service index provider, Dow Jones Indexes develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best known for the Dow Jones Industrial Average, Dow Jones Indexes also is co-owner of the Dow Jones STOXX indexes, the world's leading pan-European indexes, and provides the Dow Jones Titans family, which includes blue-chip indexes for various countries, regions and sectors...more




Evergreen Investments is a leading asset management firm serving more than four million individual and institutional investors through a broad range of investment products. Led by 350 investment professionals, Evergreen Investments strives to meet client investment objectives through disciplined, team-based asset management. Evergreen Investments manages over $273 billion in assets (as of December 31, 2006) including four closed end funds:...more




WHO WE ARE AND WHO WE SERVE. Investment opportunities abound, both here and abroad, affording the potential for exceptional returns for investors. At First Trust we realize that we must be mindful of the complexities of the global economy and at the same time address the needs of the broker and advisor community through the services we offer and the types of investments we bring to market...more




Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 37 countries and territories and total client assets of approximately $1.6 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide...more




NYSE Group, Inc. (NYSE:NYX) operates two securities exchanges: the New York Stock Exchange LLC (the "NYSE") and NYSE Arca, Inc. (formerly known as the Pacific Exchange). NYSE Group is a leading provider of securities listing, trading and market data products and services. In 2006, on an average trading day, 2.3 billion shares, valued at $86.8 billion, were traded on the exchanges of the NYSE Group...more




Formed in 2002 through the acquisition of Nuveen's equity ETF business, PowerShares Capital Management LLC (PowerShares) is a securities research and asset management firm headquartered in the Chicago area. PowerShares is committed to providing theoretically sound and empirically valid asset management concepts and investment products....more




XTF is an asset manager dedicated to helping investors achieve the full benefits of exchange traded funds (ETFs) through its ETF portfolio solutions. XTF provides investment strategies that help investors take advantage of the transparency, low-cost and tax-efficiency of ETFs...more




ING Investment Management is the primary investment arm of ING Group, a global financial services company with 115,000 employees serving 60 million customers in 60 countries. Chief among its corporate values, ING is committed to professionalism, integrity, competitive pricing, and exemplary service...more




State Street Global Advisors (SSgA), a global exchange traded funds pioneer, is the investment management arm of State Street Corporation. SSgA is the largest institutional asset manager in the word with $1.7 trillion in assets under management*. Since launching the first-ever ETF "the SPDR" (ticker:SPY) in 1993, SSgA has continued to develop innovative...more




Since our beginning in 1975, Vanguard has grown to become one of the world’s largest investment management companies, with approximately $1.1 trillion in U.S. fund assets under management as of December 31, 2006. We provide an extensive array of investment products...more




The American Stock Exchange® (Amex®) offers trading across a full range of equities, options and exchange traded funds (ETFs), including structured products and HOLDRSSM. In addition to its role as a national equities market, the Amex is the pioneer of the ETF, responsible for bringing the first domestic product to market in 1993...more




Eaton Vance is one of the oldest financial services firms in the United States, with a history dating to 1924. Reflecting the traditional values of its home in Boston, MA, Eaton Vance established its reputation as an investment manager for wealthy individuals by offering a conservative approach to managing money and an uncompromising commitment to integrity and quality...more




NASDAQ is the largest U.S. electronic stock market. With approximately 3,200 companies, it lists more companies and, on average, its systems trade more shares per day than any other U.S. market. NASDAQ is home to companies that are leaders across all areas of business including technology, retail, communications, financial services, transportation, media and biotechnology...more




Fundamental Data Limited is the leading independent provider of data on global Closed-end Funds. The Company specialises solely in the provision of information on Closed-end Funds and only provides facts, not opinion. Fundamental Data has been fully independent and privately owned since 1996, providing data to a wide audience of broker analysts, fund issuers, wealth managers and other CEF users...more




Standard & Poor's, a division of The McGraw-Hill Companies (NYSE:MHP), is the world's foremost provider of financial market intelligence, including independent credit ratings, indices, risk evaluation, investment research and data. With over 8,000 employees, including wholly owned affiliates, located in 25 countries, Standard & Poor's is an essential part of the world's financial infrastructure...more




Tortoise Capital Advisors, LLC is a pioneer in capital markets for master limited partnership (MLP) investment companies and a leader in closed-end funds and separately managed accounts focused on MLPs in the energy infrastructure sector. Tortoise Capital Advisors’ four publicly traded closed-end funds are Tortoise Energy Infrastructure Corp. (TYG), Tortoise Energy Capital Corp. (TYY), Tortoise North American Energy Corp. (TYN) and Tortoise Capital Resources Corp. (TTO)...more




 



  Home  |  ClosedEndFundForum  |  Capital Link Forum  |  Contact
 
  ©  Copyright 1996-2003. Capital Link, Inc. All rights reserved.