Fund Companies Rights Offerings Managed Distributions Leveraged Funds IPOs Asset Classes CEF Advisors

My Fund Comparison
Initilizing list...

Agenda  |  Speakers  |  Video  

Discovering Income — Exploring Opportunities

We invite you to join us at the Westin Galleria in Houston, TX 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 & Opportunity: Incorporating CEFs in Your Portfolio
• Finding Income in a Low-Yield Environment
• Exploring Alternative Investment Opportunities

Other Topics:
Energy & MLPs, Emerging Markets, Fixed Income, Convertibles, BDCs

  The Westin Galleria
5060 W Alabama St, Houston, TX 77056

NEW PANEL: Investor-Advisor Lunch
With the accompaniment of a registered financial advisor, investors are invited to attend the Lunch & Learn: An Introduction to Closed-End Funds panel.

Industry leaders Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors and Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products — Nuveen, discuss the benefits of CEFs and howto generate income in a rising interest rate market.

Please Note: Investors must be accompanied by a registered advisor to attend. As such, advisors will register on an investor's behalf (either using the registration form or by emailing *Registered advisors are limited to bringing one investor.*



abrdn CEF Investor Center

Asset TV — CEF Channel

CEF Connect

Cohen & Steers CEFs Knowledge Center

Harvest — CEFA Channel

Franklin Templeton CEFs

Seeking Alpha — CEFA Channel

SySys Logo

Lipper Logo
Powered by a SySys data & content management system.

©Thomson Reuters 2017. All rights reserved. Any copying, republication or redistribution of Lipper, a Thomson Reuters company, content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper, a Thomson Reuters company. Lipper, a Thomson Reuters company shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.