CEFA’s Advisor Summits offer financial advisors the chance to gain insight from closed-end fund industry experts and portfolio managers, exchange ideas, and obtain the latest information on issues, trends and topics related to CEFs.
VIEW VIDEO PRESENTATIONS:
2021 Economic & Market Outlook
Global Real Estate: Finding Value in a Changing Market
Income Strategies with Infrastructure & Real Assets
Closed-End Fund Opportunities & Outlook
Convertible Bonds: Balance in Times of Volatility
Tax Efficient Income in a Yield Starved World
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Economic & market outlook from leading economist Brian Wesbury
Insight into sectors providing compelling opportunities
Advantages the market environment presents for CEF investors
Tax-efficient and income-oriented strategies for a low-rate environment
FEATURED FIRMS
LEARN THE LATEST FROM LEADING EXPERTS
featured PRESENTERS
Brian wesbury
Chief Economist
First Trust
jONATHAN ISAAC
Vice-President, Director of Product Management
Eaton Vance
DAVE LAMB
Vice President
Nuveen
JEFF MARGOLIN
Senior Vice President
First Trust
JOSEPH SMITH
Co-CIO Listed Real Estate Strategies
CBRE Clarion Securities
DAVID LEGGETTE
Head of Marketing
CBRE Clarion Securities
F. Barry Nelson, CFA®
Senior Advisor
Advent Capital Management
WILL KORVER
Director
Guggenheim Investments
JOSH DUITZ
Portfolio Manager-Global Equities
Aberdeen Standard Investments
RYAN SULLIVAN
Portfolio Manager/Co-Head of Real Assets
Aberdeen Standard Investments
JUSTIN GUICHARD
Managing Director, Co-Portfolio Manager
Oaktree Capital
LARRY ANTONATOS
Managing Director
Brookfield
STEVE HLAVIN
Portfolio Manager
Nuveen