Virtual Event

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Event Date Wed Nov 4 EST - Thu Nov 5 EST (about 1 year ago)
Location Virtual Event
Region Americas

In a competitive world, success often depends on getting the latest information—and getting a glimpse at what is over the horizon. If you want to keep up to date on issues and emerging trends affecting closed-end funds, as well as benefit from the unique perspective of fund sponsors, independent directors, fund analysts, attorneys, regulators, and other participants in the closed-end fund ecosystem, then join us at the 2020 Virtual Closed-End Fund Conference.

The Investment Company Institute (ICI) is the leading association representing regulated funds globally, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and similar funds offered to investors in jurisdictions worldwide. ICI seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers. ICI’s members manage total assets of US$24.7 trillion in the United States, serving more than 100 million US shareholders, and US$7.0 trillion in assets in other jurisdictions. ICI carries out its international work through ICI Global, with offices in London, Hong Kong, and Washington, DC.


2020 Speakers

Robert Jackson
Former SEC Commissioner, Professor of Law, New York University School of Law

Elizabeth Nelson, Moderator
Assistant General Counsel, Invesco

Kaitlin Bottock
Branch Chief, Chief Counsel’s Office, US Securities and Exchange Commission

Nathan Briggs
Partner, Ropes and Gray LLP

Brian Johnson
Assistant Director, Investment Company Regulation Office, US Securities and Exchange Commission

Jonathan Isaac, Moderator
Director of Product Management, Eaton Vance

Laura Bissell
Senior Managing Director, Okapi Partners

Alan Goodson
Head of Product and Client Solutions, Aberdeen Standard Investments

Finbar Ward
Vice President, Morgan Stanley

Stephen Minar, Moderator
Director, BlackRock

Mariana Bush
Research Director, Global Manager Research, Wells Fargo Investment Institute

Greg Fayvilevich
Senior Director, Head of US Funds and Asset Managers, Fitch Ratings

Sangeeta Marfatia
Executive Director, UBS Financial Services

Marco Adelfio, Moderator
Partner, Goodwin Procter LLP

Jennifer Gonzalez
Partner, K&L Gates

Chris Hayden
Chief Operating Officer, US Proxy Team, Georgeson LLC

Alex Pulisic
Vice President, Head of Investment Company Research, Institutional Shareholder Services

Dave Sullivan, Moderator
Partner, Ropes and Gray LLP

Tom DeCapo
Partner, Skadden, Arps, Slate, Meagher and Flom LLP

Allison Fumai
Partner, Dechert LLP

Jim Hanks
Partner, Venable LLP

Sponsors & Partners

2020 Sponsors

• Calamos
• Dechert
• Nuveen
• Ropes & Gray