The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.
A conversation with Morgan Meighen & Associates' Jonathan Morgan, Executive Vice President, about:
• Investment opportunities in Canada
• Outlook for the Canadian markets, economy, and currency
• Why using an actively managed CEF vs. a passive strategy in Canada
ClearBridge Investments' Peter Vanderlee, CFA, Managing Director & Portfolio Manager, highlights:
• Where he sees opportunity for income
• Why investors should care about companies that pay dividends
• What sectors look attractive
• Why using a closed-end fund structure
December 9, 2015
Featuring:
Jon Diorio, BlackRock
Cara Esser, Morningstar
Anne Kritzmire, Nuveen Investments
TEKLA Capital Management LLC's Daniel R. Omstead, Ph.D., President and Chief Executive Officer, discusses:
• The appeal of the biotechnology sector
• Opportunities in pre-public venture companies
• The Affordable Care Act and other factors influencing healthcare investing
• Why TEKLA is using a closed-end fund structure
Goldman Sachs Asset Management's Kyri Loupis, Managing Director & Portfolio Manager, discusses:
• A review of the Energy sector
• Implications to each part of the value chain due to the decline in oil prices
• Long-term outlook for oil and energy infrastructure
• Potential benefits of using an MLP CEF
A conversation with Aberdeen Asset Management Karen Bater, CFA, Senior Fixed Income Specialist, about:
• 2013 market review and outlook for 2014.
• View on China, areas of opportunity, and Asian central banks.
Nuveen's Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products, discusses:
• Benefits of attending the Advisor Summit
• A closer look at the event agenda
Prospect Capital Corporation (PSEC)'s Grier Eliasek, President and Chief Operating Officer, discusses:
• Similarities and differences between CEFs & BDCs
• An overview of Prospect Capital
• Why consider investing in a BDC
