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FINANCIAL ADVISOR WORKSHOP OCT. 18 IN OAKBROOK, IL OFFERING INSIGHTS INTO CEF ASSET CLASSES & MARKET OUTLOOK
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Financial Advisor Workshop in Oakbrook, IL, October 18, 2022

 

The Closed-End Fund Association (CEFA) invites financial advisors to enhance knowledge of closed-end fund asset classes and the current market outlook at the Financial Advisor Workshop Oct. 18 in Oakbrook, IL. Exclusively for financial advisors, this no-cost event will feature: 

  • Panel discussions and presentations with portfolio managers from leading fund companies.
  • Topics including convertible securities, global infrastructure and private securities, senior loans and high yield, real assets, preferred securities, and the market outlook.
  • Complimentary lunch.

Please Register Below


Sponsors

Sponsors for 2022 CEFA Financial Advisor Workshop

Presenters

  • Eric Purington, Investment Director, Indirect Real Assets & Infrastructure, abrdn
  • Gaal Surugeon, Managing Director & Portfolio Manager, Public Securities, Brookfield
  • Robert Bush, Jr., Senior Vice President, Director of Closed-End Fund Products, Calamos Investments
  • Jeffrey Margolin, Senior Vice President & Closed-End Fund Analyst, First Trust
  • William Housey, CFA, Managing Director of Fixed Income & Senior Portfolio Manager, First Trust
  • F. Barry Nelson, CFA, Partner & Senior Advisor, Advent Capital Management, Guggenheim
  • Brenda Langenfeld, CFA, Portfolio Manager, Global Fixed Income, Nuveen
  • Dave Lamb, Head of Closed-End Funds, Nuveen
  • Charlie Colby, CFA, Portfolio Specialist, Western Asset Management

Agenda

Date

Tuesday, October 18, 2022

Time

11 a.m. - 2:30 p.m. CT (Check In: 10:30 a.m. / Program: 11 a.m.)

Location

Ditka's Oakbrook Terrace

Lombardi / Landry Room

2 Mid America Plaza Suite 100

Oakbrook Terrace, IL 60181

Cost

No cost for financial advisors

 

Registration Form

The views and opinions expressed in the replay are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on factors such as market conditions or legal and regulatory developments. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).

 

Resources

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


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