Diversified Income Solutions

We invite you to join us at the Morningstar headquarters in Chicago, IL for this exclusive Advisor Summit. This event offers advisors the opportunity to gain insight from portfolio managers, research analysts, and CEF industry experts on how to take advantage of the unique investment opportunities of CEFs to build income for your clients. Hear top institutional asset managers’ outlook and analysis of several market sectors, and network and exchange ideas with other advisors.

AGENDA HIGHLIGHTS:

• CEF Trends
• Incorporating CEFs in Your Portfolio
• Discovering Global Investment Opportunities
• Real Assets and Alternative Strategies
  • Real Estate
  • Infrastructure
  • MLPs
• Finding Income in a Low-Yield Environment
  • Convertibles
  • Fixed Income
  • BDCs

September 20, 2017
Hosted at: Morningstar
22 W Washington Street
Chicago, IL 60602