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CEF REITs: The Growing and Global Appeal of Real Estate
CBRE Clarion Securities’ Steve Burton shares perspective on the real estate market and potential opportunities for closed-end fund investors.

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For information and expert insight about the CEF space, connect with us on TwitterLinkedIn and YouTube. Search #CEFAAdvisorSummit on Twitter to learn when we’re bringing an Advisor Summit to a location near you.


Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie of Aberdeen Asset Management shares insights on the many changes taking place in the emerging markets, and potential opportunities for closed-end fund investors.


5 Things to Know about Convertible Securities in 2017
John Calamos, Sr. and Eli Pars provide a comprehensive overview on convertible securities’ structure and their role in an asset allocation as well as insight on the global convertible market.

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A Look at Leverage, Rising Interest Rates & Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products

Investment Opportunity in India
Yoojeong Oh, CFA, Investment Manager
Aberdeen Asset Management

The U.S. Energy Renaissance & MLP Investment Outlook
Ed Russell, Managing Director
Tortoise Capital Management

Real Estate Outlook for 2017
Steve Burton, CFA, Co-Chief Investment Officer
CBRE Clarion Securities

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CEF REITs: The Growing and Global Appeal of Real Estate
Steve Burton, CFA
Co-CIO & Sr. Global PM 
CBRE Clarion Securities

Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie
Head of Global Banks
Aberdeen Asset Management

A Growing CEF Opportunity in Real Assets and Alternatives?
Larry Antonatos
Managing Director & Portfolio Manager 
Brookfield Asset Management 

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Q3 Webinar:
Mid-Year Market Review and Outlook

Trends and Opportunities in the CEF space

Wednesday, August 9 • 4:00 PM ET

Will Korver — Guggenheim
Mike Taggart — Nuveen
Ed Russell — Tortoise Capital Advisors

A conversation with industry leaders about:
• A mid-year market review and outlook
• A closer look at Energy & MLPs
• Discounts, trends and opportunities in the CEF space
• The CEF structure


ICI Research Perspective 2016

Advisor Survey:
CEF Usage Reaches New High

Top Asset Classes 1 Day Avg
Emg Mkts HC Debt Funds 0.36%
Corp Debt BBB Rated Fds 0.29%
CA Muni Debt Funds ** 0.17%
Income & Pref Stock Fds 0.16%
Corp Debt BBB Leveraged 0.13%
Bottom Asset Classes 1 Day Avg
Utility Funds -0.45%
Developed Market Funds -0.21%
High Yield Funds ** -0.17%
Emerging Markets Funds -0.14%
Natural Resources Funds -0.08%

Average Asset Class performance at NAV as of 12/2/2022
** 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 12/2/2022



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