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  Capital Link Forum

The Awards are based on nominations by a committee of analysts who actively follow CEFs and ETFs. They are presented within the context of the Annual Forum on Closed-End Funds & Global ETFs.

ANNUAL CLOSED-END FUND AWARDS


Mr. Herb Blank, SVP, Head of Quantitative Products, Rapid Ratings International

Ms. Mariana Bush, Closed-End Funds & Exchange Traded Funds Senior Analyst, Wachovia Securities

Mr. John Cejka, Manager of Fixed Income Research & Closed-End Funds, A.G. Edwards

Ms. Amy Charles, Director, Closed-End Fund Research, Raymond James & Associates

Mr. Dennis Emanuel, Managing Director, Closed-End Fund & ETF Research, Citigroup Investment Research

Mr. Jon Maier, Senior Director, Closed-End Fund Research, Investment Strategy Group, Merrill Lynch

Ms. Sangeeta Marfatia, Closed End Fund Analyst, Director, UBS Wealth Mgmt Research

Mr. Paul Mazzilli, Director of ETF Research, Research, Morgan Stanley

Mr. Alex Reiss, Analyst, V.P., Closed-End Fund & ETF Research, Stifel Nicolaus

Mr. Kristoph Rollenhagen, Sr. V.P. -Exchange-Traded & Closed-End Funds, Oppenheimer & Co.

Mr. Joseph G. Witthohn, Director of ETF Research, Janney Montgomery Scott

Mr. Darren Young, Product Manager - Exchange Traded Funds and Notes, RBC Wealth Mgmt




ANNUAL ANALYST CEF AWARDS


Mr. Steven A. Baffico, Director of Strategic Initiatives, BlackRock Investments

Mr. Doug Bond, EVP & Portfolio Manager, Closed-End Opportunity Fund, Cohen & Steers

Mr. Tony Clarizio, V.P. Product Manager, Pioneer Investments

Mr. David Lamb, Managing Director, Head of Modeling & Analysis Group, Nuveen Investments

Mr. Kenneth Fincher, Vice President, Director of Product Management & Client Advocacy, Calamos Investments

Mr. Jonathan Isaac, Vice President, Closed-End Funds, Eaton Vance Managed Investments

Mr. Jeffrey Margolin, Vice President and Closed-End Fund Analyst, First Trust Advisors

Mr. Jake Tuzza, Vice President, Structure Assets & Innovation, ING Investment Management




ANNUAL EXCHANGE TRADED FUND AWARDS


Mr. Herb Blank, SVP, Head of Quantitative Products, Rapid Ratings International

Ms. Mariana Bush, Closed-End Funds & Exchange Traded Funds Senior Analyst, Wachovia Securities

Mr. John Cejka, Manager of Fixed Income Research & Closed-End Funds, A.G. Edwards

Ms. Amy Charles, Director, Closed-End Fund Research, Raymond James & Associates

Mr. Dennis Emanuel, Managing Director, Closed-End Fund & ETF Research, Citigroup Investment Research

Mr. Jon Maier, Senior Director, Closed-End Fund Research, Investment Strategy Group, Merrill Lynch

Ms. Sangeeta Marfatia, Closed End Fund Analyst, Director, UBS Wealth Mgmt Research

Mr. Paul Mazzilli, Director of ETF Research, Research, Morgan Stanley

Mr. Alex Reiss, Analyst, V.P., Closed-End Fund & ETF Research, Stifel Nicolaus

Mr. Kristoph Rollenhagen, Sr. V.P. -Exchange-Traded & Closed-End Funds, Oppenheimer & Co.

Mr. Joseph G. Witthohn, Director of ETF Research, Janney Montgomery Scott

Mr. Darren Young, Product Manager - Exchange Traded Funds and Notes, RBC Wealth Mgmt




ANNUAL ANALYST ETF AWARDS


Mr. Tom Anderson, Vice President and Head of Strategy and Research, State Street Global Advisors

Mr. Keith Botti, Strategist, ProShare Advisors

Mr. Dodd F. Kittsley, Strategist, Barclays Global Investors

Mr. Jeffrey Margolin, Vice President & Closed-End Fund Analyst, First Trust Advisors

Mr. Edward McRedmond, SVP - Portfolio Strategies, Invesco PowerShares Capital Mgmt

Mr. Adam Phillips, ETF Director, Van Eck Global

Ms. Melissa Nassar, Principal, Vanguard Financial Advisor Services

Mr. Luciano Siracusano, Director of Research, WisdomTree Investments



 
 
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