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My Fund Comparison
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Agenda  |  Speakers  |  Video


Closed-End Funds | Considerations for Today's Investor
Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors

Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors, shares her unique perspective on interesting areas of the CEF structure, as well as things to keep in mind when selecting and assessing CEFs.


Why Consider Floating Rate Funds?
Larry Holzenthaler, Investment Strategist — Symphony Asset Management

Larry Holzenthaler, Investment Strategist at Symphony Asset Management, shares trends and considerations for the floating rate fund space.


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

Anne Kritzmire, Managing Director, Closed-End Funds - Nuveen, talks fund consolidations, leverage and rising interest rates, and what it means for the closed-end fund space.


Closed-End Fund Trends & Considerations
Sangeeta Marfatia, Senior Closed-End Fund Strategist — UBS

Sangeeta Marfatia, Senior Closed-End Fund Strategist — UBS, talks about the May 2017 outlook for CEFs, sharing her thoughts on the current levels of discounts and premiums in the market.


A Closer Look at Closed-End Funds in Canada
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.

Jonathan Morgan, President & CEO - Canadian General Investments, Limited, explains CEFs as they relate to investment opportunities in the Canadian market.


Convertibles: An Untapped Investment Opportunity?
Barry Nelson, CFA, Partner — Advent Capital Management

Barry Nelson, CFA and Partner — Advent Capital Management, highlights the unique structure of convertible investments. Addressing a concern of the times, he discusses their performance history in times of rising interest rates and volatility.


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

Yoojeong Oh, CFA, Investment Manager - Aberdeen Asset Management, discusses how India is one of today's fastest-growing world economies, highlighting why advisors may consider investing in a single-country closed-end fund to tap into this burgeoning emerging market front.


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

Will the U.S. energy renaissance continue? What might rising interest rates mean for MLP investments? Here to address these questions and more is Ed Russell, Managing Director — Tortoise Capital Advisors.





Resources


Aberdeen Closed-End TV

Asset TV — CEF Channel

CEF Connect

Cohen & Steers CEFs Knowledge Center

Harvest — CEFA Channel

Legg Mason CEFs

Seeking Alpha — CEFA Channel


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