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The ABCs of ABS
Asset-backed securities (ABS) finance pools of familiar asset types, such as auto loans, aircraft leases, credit card receivables, mortgages, and business loans. In one way or another, these asset types represent contractual obligations to pay.

Will the Small-Cap Rally Continue?
Q&A discussion about why small-caps took off after the election, active and passive management, and the closed-end fund structure.

How do CEFs Compare to Mutual Funds and ETFs?

How Closed-End Funds and International Diversification Can Enhance Your Portfolio
The benefits of investing internationally have been well documented, and yet investors have continued to invest a disproportionate amount in stocks listed on their home market.


Dispelling Common Closed-End Fund Myths
A great deal of misunderstanding remains over how CEFs are structured, traded and incorporated into an investment portfolio.

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Pursuing Strategies in Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products at Nuveen Investments discusses the outlook for closed-end funds, and how structure can benefit portfolio managers as well as investors.

Value and Opportunity in CEFs
Stephen Minar, Vice President at BlackRock, shares his outlook for closed-end funds and comments on the significance of fiscal policy heading into 2017.

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What Is The Connection Between Value-Led Small-Cap Markets and Success for Active Management?
Steve Lipper, Senior Investment Strategist at the Royce Funds, takes a close look at the connection between value-led small-cap markets, success for active management, and what might explain the connection.

Exploring Closed-End Funds
Rennie McConnochie, Head of Global Banks at Aberdeen Asset Management, provides an overview of what makes CEFs unique and the opportunity they offer to investors.

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Results: Investor Poll on CEFs

CEFA conducted a brief poll on CEF usage through the website.

Advisor Survey: CEF Usage Reaches New High



Outlook for Small-Caps: Value,
Active Management & CEFs

Francis Gannon
Co-Chief Investment Officer
The Royce Funds

Income Investing in the
Emerging Markets

Chia Liang Lian, CFA
Head of Emerging Market Debt
Western Asset

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Tap the Potential of CEFs – 2017 Outlook
Income Generation, Discounts and Trends in the
CEF Space

Moderator: Jon Diorio — BlackRock
Anne Kritzmire — Nuveen
Ed Russell — Tortoise Capital Advisors
Steven Burton
— CBRE Clarion Securities

A conversation with industry leaders about:
• Post-election investment opportunities in CEFs
• Finding income in a low-yield environment
• Energy MLPs, Real Estate, Infrastructure,
and Muni CEFs
• Positioning CEFs in your portfolio


Municipal CEF Update:
Up, down and in between

John Miller
CFA, Managing Director & Co-Head of Fixed Income
Anne Kritzmire
Managing Director,
Closed-End Funds and Global Structured Products
Dave Lamb
Senior Vice President,
Distribution Management and Analysis

Top Asset Classes 1 Day Avg
Emerging Markets Funds 0.44%
Natural Resources Funds 0.41%
Developed Market Funds 0.40%
Energy MLP Funds 0.36%
Core Funds 0.36%
Bottom Asset Classes 1 Day Avg
NJ Muni Debt Funds -0.40%
Other States Muni Debt -0.37%
NY Muni Debt Funds -0.35%
Gen & Ins Leveraged -0.35%
PA Muni Debt Funds -0.33%

Average Asset Class performance at NAV as of 1/20/2017
** New Fund(s) within last six months, based on inception date of fund.
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Today's Fund Leaders


 1 day as of 1/20/2017



Aberdeen Closed-End TV

Asset TV - CEF Channel

CEF Connect


Legg Mason CEFs


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