Advisor Summit on Closed-End & Interval Funds
Enhance Market & Product Knowledge. Diversify Income Portfolios.
Register now for CEFA's Financial Advisor event offering exclusive insights into diversifying client income portfolios with closed-end and interval funds. Leading portfolio managers will share views on the current market and outlook, strategy structures and benefits, and more with discussions on
fixed income, equity, and interval funds.
Learn more and register below.
Exclusively for financial advisors.
Date & Time
Thursday, October 16, 2025
9:00 AM - 11:00 AM EST
Location
This is a
LIVE, VIRTUAL event. Registered attendees will receive a link to access the event via email.
Sponsors
Gain invaluable market and product insights from leading closed-end and interval fund portfolio managers from:
Agenda & Presenters
Interval Funds - Finding Access, Income & Diversification
- Moderator: Jeff Margolin, Senior Vice President & Closed-End Fund Analyst | First Trust
- Philip Bauer, CFA, CAIA, Senior Vice President & Portfolio Specialist | Calamos Investments
- Nicholas Heilbut, Managing Director, Global Credit | Future Standard
Strengthening Income Portfolios with Equities & Preferreds
- Moderator: Jeff Margolin, Senior Vice President & Closed-End Fund Analyst | First Trust
- Andrew Kohl, CFA, Portfolio Manager & Senior Investment Director | Aberdeen
- Robert Wolf, Executive Vice President, Chief Investment Officer | Stonebridge Advisors
Fixed Income in Focus: Finding Yield, Managing Risk
- Moderator: Mike Taggart, CFA, CAIA, Head of Closed-End Fund Investor Relations | Aberdeen
- Robert Amodeo, CFA, Head of Municipals | Western Asset Management
Unlocking Durable Growth with Global Infrastructure
- Moderator: Mike Taggart, CFA, CAIA, Head of Closed-End Fund Investor Relations | Aberdeen
- David Leggette, CAIA, Lead Product Strategist & Head of Investor Relations | CBRE Investment Management