My Fund Comparison
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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:
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INVESTMENT OUTLOOK FOR THE MARKETS
Brian Wesbury, Chief Economist—First Trust Advisors |
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PERSPECTIVES ON CLOSED-END FUND INVESTING
Jeff Margolin, Senior Vice President, Closed-End Fund Analyst—First Trust Advisors |
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| PANEL ON ANALYSIS OF INCOME, TAX ADVANTAGED, LEVERAGED AND EQUITY OPPORTUNITIES |
| David L. King, CFA, Senior Portfolio Manager—Columbia Management |
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| Thomas C. Spalding, CFA, Senior Vice President, Portfolio Manager—Nuveen Investments |
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| Sangeeta Marfatia, Senior Closed-End Fund Analyst—UBS Wealth Management-Americas |
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