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Upcoming Events

The Advisor Summit on Closed-End Funds
September 20, 2017 — Chicago, IL
The Advisor Summit offers advisors the opportunity to network with industry peers, get timely information on the markets, and hear ideas on how to incorporate CEFs and BDCs in client portfolios. Speakers include portfolio managers and CEF experts, covering a variety to areas and topics related to CEFs.


2017 Events:

The Advisor Summit on Closed-End Funds
May 4, 2017 — Houston, TX

Webinar: Creating an Income Stream from Your Portfolio
April 19, 2017 — 3:00 PM ET

The Advisor Summit on Closed-End Funds
February 7, 2017 — Beverly Hills, CA


Webinar: Tap the Potential of CEFs – 2017 Outlook
January 11, 2017


2016 Events:

The Advisor Summit on Closed-End Funds
November 16, 2016 — Ft. Lauderdale, FL

Webinar: Diversify Your Income Opportunities
October 25, 2016

The Advisor Summit on Closed-End Funds
September 14, 2016 — New York, NY

CEFA Quarterly Conference Call
July 26, 2016

Webinar: The Who, Why & How of Social Media
July 14, 2016

The Advisor Summit on Closed-End Funds
May 11, 2016 — Washington D.C.

Quarterly Conference Call
March 29, 2016

The Advisor Summit on Closed-End Funds
February 23, 2016 - Westin Kierland Resort - Scottsdale, AZ


2015 Events:

2015 Conference Call
December 9, 2015

The Advisor Summit on Closed-End Funds
September 17, 2015 - Chicago, IL

The Advisor Summit on Closed-End Funds
May 19, 2015 - Westin Galleria Hotel - Houston, TX


The Advisor Summit on Closed-End Funds
February 3, 2015 - Turnberry Isle Resort & Club - Miami, FL


2014 Events:

The Advisor Summit on Closed-End Funds
September 24, 2014 - Hyatt Morristown - Morristown, NJ

The Advisor Summit on Closed-End Funds

June 9, 2014 - Sheraton Hotel - Boston, MA

The Advisor Summit on Closed-End Funds
March 6, 2014 - The Beverly Hilton - Beverly Hills, CA


2013 Events:

The Advisor Summit on Closed-End Funds
May 22, 2013 - 10 on the Park - New York, NY

The Advisor Summit on Closed-End Funds
October 9, 2013 - Waldorf Astoria Boca Raton Resort & Club - Boca Raton, FL

 



Resources

Aberdeen Closed-End TV

Asset TV - CEF Channel

CEF Connect

Bonds

REITs

Seeking Alpha CEF Articles
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