CEF INSIGHTS

Opportunities in Fixed Income CEFs

A conversation with Western Asset'a Chris Kilpatrick, Portfolio Manager, about:
• Areas of opportunity for CEF investors
• Investment approach in a rising rate environment
• Using leverage to generate additional income
• Trends in the levels of CEF discounts and premiums 

Outlook: Fixed Income Investing After the Fed Rate Increase

A conversation with Western Asset's Portfolio Manager John Bellows, PhD, CFA about:
• Reasons for the interest rate hike by the Federal Reserve
• Fixed income and economic outlook
• Portfolio construction and diversification
• Impact on CEF investments

Energy MLPs: Looking Beyond the Headlines

A conversation with ClearBridge Investments' Chris Eades, Managing Director & Portfolio Manager, about:
• The Trump presidency and other factors influencing the MLP space
• Outlook and trends in the energy market
• Benefits of using the CEF structure with MLPs 

Outlook for Small-Caps: Value, Active Management & CEFs

A conversation with The Royce Funds' Francis Gannon, Co-Chief Investment Officer & Managing Director, about:
• The dramatic rebound in small-cap stocks in 2016
• The outlook and opportunities in 2017
• Active management in a value-lead market
• Why the CEF structure is good for small-caps

Income Investing in the Emerging Markets: Diversifying Beyond Traditional Fixed Income Exposures

A conversation with Western Asset's Chia Liang Lian, CFA & Head of Emerging Market Debt, about:
• 2017 emerging markets (EM) fixed income outlook
• Potential impact of the U.S. presidential election and trade agreements
• Trends in the EM
• An active vs. passive investment strategy in the EM

Demystifying the Complexities of Investing in CEFs: Practical Insight Into Timely Financial Concerns

Investment Partners Group's Frank Abella, President & CEO and Gregg Abella, AIF®, Co-Principal & Portfolio Manager, discuss:
• The many options available to take advantage of the CEF structure 
• Their selection process and what to keep in mind when analyzing CEFs
• A comparison of CEFs with ETFs and open-end mutual funds

Generating Income: Why Global Bonds?

A conversation with Brandywine Global's Gary Herbert, CFA, Portfolio Manager & Head of Global Credit, about:
• Delivering value to investors in a challenging market environment
• Managing currency exposure and outlook
• Why using a CEF to access global bond markets
• Discount trends in global bond CEFs

A Closer Look at Canada – Investment Opportunities North of the Border

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

Opportunities for Finding Income

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

Quarterly Conference Call

December 9, 2015

Featuring:
Jon Diorio, BlackRock
Cara Esser, Morningstar
Anne Kritzmire, Nuveen Investments