2008 World Investment Forum
Thursday, October 30, 2008
Denver, Colorado



Sponsors & Exhibitors

Schultz Investment Advisors, Inc. (SIA) was founded in 1994 to provide investors with a non-traditional alternative investment opportunity. There are several important hallmarks that distinguish the SIA approach: *SIA focuses on total return investing. *SIA invests primarily in closed-end equity and bond funds frequently purchased at discounts, sometimes for well below their N.A.V.'s. More...

A closed-end investment company since 1929, Adams Express is an internally-managed, diversified equity fund. The fund's objectives are preservation of capital, reasonable income, and opportunity for capital gain. More...

Founded in 1995, The Altman Group is the fastest growing proxy solicitation and corporate governance consulting firm in the United States and winner of the bi-annual 2004 and 2006 TOPS Awards as the highest-rated proxy solicitation firm. Over the past three years, The Altman Group has been retained by over 750 closed-end funds, open-end funds and corporate clients. More...

Bancroft Fund Ltd. operates as a closed-end, diversified management company and invests primarily in convertible securities with the objectives of providing income and the potential for capital appreciation; which objectives the Fund considers to be relatively equal, over the long-term, due to the nature of the securities in which it invests. More...

Canadian General Investments, Limited (CGI) is a publicly traded closed-end equity fund focused on medium to long-term investments in primarily Canadian corporations. Its objective is to provide better than average returns to investors through prudent security selection, timely recognition of capital gains and appropriate income generating instruments. More...

Canadian World Fund Limited (CWF) is a closed-end equity fund that endeavors to provide superior long-term returns by investing globally in securities of publicly traded, primarily growth companies. The Company principally utilizes a bottom-up investment style in an effort to achieve this objective. The Company does not employ currency hedging as the portfolio is well diversified and influenced by many currencies. More...

Ellsworth Fund Ltd. operates as a closed-end, diversified management investment company and invests primarily in convertible securities, with the objectives of providing income and the potential for capital appreciation; which objectives the Fund considers to be relatively equal, over the long-term, due to the nature of the securities in which it invests. More...

First Trust Advisors L.P.and its affiliate, First Trust Portfolios L.P., were established in 1991.The firms are headquartered in Lisle and operate nationwide as well as in Canada and Europe. First Trust is single-minded about providing a range of investment products, including a family of closed-end funds, to maximize financial opportunities for investors. More...

NYSE Euronext (NYX) operates the world’s leading and most liquid exchange group, and seeks to provide the highest levels of quality,customer choice and innovation. Its family of exchanges, located in six countries, include the New York Stock Exchange, the world’s largest cash equities market; Euronext, the Eurozone's largest cash equities market; Liffe, Europe’s leading derivatives exchange by value of trading; and NYSE Arca Options, one of the fastest growing U.S. options trading platforms. More...

An internally-managed closed-end equity investment company since 1929, and a non-controlled affiliate of Adams Express, with which it shares investment professionals and administrative personnel, Petroleum & Resources is the only closed-end fund specializing in oil and gas and other natural resource stocks. More...

Precision IR Group hosts two successful Closed-End Fund online events every year for funds to present their story directly to a targeted group of high-net-worth CEF investors. Extensive marketing programs for the forums attract a sophisticated audience that is a blend of institutional and retail investors researching Closed-End Fund investments. More...

The Retirement Investing Institute is a non-profit educational foundation created in 2006. Its goal is provide education on investing to the general public while never exposing them to product-sales presentations. It maintains a website (www.R-I-I.org) but conducts its teaching mission mainly in classroom and seminar settings rather than over the Internet. More...

Blue Chip Value Fund

Liberty All-Star Funds

SySys Corporation

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