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For more information and to register for this advisor-only summit, click here.


Gina Meagher
(816) 413-8900 x230


CEFA to Host Chicago Advisor Summit on Diversified Solutions
Keynote speaker John Calamos, Sr. to provide perspective on closed-end funds


September 7, 2017 — In partnership with 11 member fund firms, the Closed-End Fund Association (CEFA) is hosting its 15th Advisor Summit. The event will feature a keynote address from John Calamos, Sr., Founder, Chairman and Global CIO of Calamos Investments, about the past, present and future of the closed-end fund industry.

“Successful investing is about innovation and adaptation. It’s about finding solutions to meet investors’ asset allocation needs—whether that’s for income, capital appreciation, enhanced diversification or a combination of factors,” said Calamos. “The closed-end fund industry has long been at the forefront of innovation, providing investors with a breadth of ways to capitalize on the evolving global markets.”

Additionally, portfolio managers and industry leaders will discuss investment opportunities, trends and topics on income and diversification. Speaker presentations and candid discussion will help advisors discover global and fixed income investment opportunities, and take a closer look at real estate, infrastructure and MLPs.

The CEFA Advisor Summit in Chicago will take place on September 20, 2017 at Morningstar headquarters. This event has been accepted for four CE credit hours by the CFP Board and by IMCA®; advisors register free. For more event information or to register, visit

About CEFA
The Closed-End Fund Association (CEFA) is a national trade association committed to educating investors and advisors about the many benefits of the closed-end investment structure, including income generation. The members of CEFA are among the leading investment companies in the United States, Canada and abroad, that have established reputations for their long-term service to shareholders.




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