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CEF Investment Outlook | Download Presentation 

An online forum was held to review the Investment Outlook for the remainder of 2012 and provide perspective on closed-end fund opportunities. Chief Economist for FIRST TRUST ADVISORS, Brian Wesbury, provided an investment outlook for the markets. Participants also heard perspectives on CEF investing with analysis of income, tax-advantaged, leveraged and equity investing opportunities. Experts from renowned closed-end fund companies including COLUMBIA MANAGEMENT, NUVEEN INVESTMENTS and UBS presented their views.

Agenda:

INVESTMENT OUTLOOK FOR THE MARKETS
Brian Wesbury, Chief Economist—First Trust Advisors

PERSPECTIVES ON CLOSED-END FUND INVESTING
Jeff Margolin, Senior Vice President, Closed-End Fund Analyst—First Trust Advisors
PANEL ON ANALYSIS OF INCOME, TAX ADVANTAGED, LEVERAGED AND EQUITY OPPORTUNITIES
David L. King, CFA, Senior Portfolio Manager—Columbia Management
Thomas C. Spalding, CFA, Senior Vice President, Portfolio Manager—Nuveen Investments
Sangeeta Marfatia, Senior Closed-End Fund Analyst—UBS Wealth Management-Americas


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