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The Advisor Summit Agenda

The Advisor Summit Agenda

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Published by cefa2345
The Advisor Summit Agenda
The Advisor Summit Agenda

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Published by: cefa2345 on Mar 21, 2013
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03/21/2013

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AGENDA
The Advisor Summit on Closed-End Funds is an investment conerence on closed-end unds specically designed ornancial advisors and broker dealers. This important event will explore how the CEF structure oers unique investmentbenets that can enhance your client’s portolio.
May 22, 20131:00 pm
Welcome
 
Brian Smith, Director—
Closed-End Fund Association
Keynote Address: “13 Investment Themes for ’13”
Richard Bernstein, Chie Executive Ofcer—
Richard Bernstein Advisors
1:30 pm
Keynote Address: Municipal Bonds, Yields and Interest Rates
John Miller, CFA, Managing Director, Co-Head o Fixed Income—
Nuveen Investments
2:00 pm
The Benefits of Investing with Closed-End Funds
A roundtable discussion highlighting the many unique advantages o closed-end unds including theability to use leverage.
Moderator:
Piers Currie, Group Head o Marketing—
Aberdeen Asset Management
Panelists:
Anne Kritzmire, Managing Director, Closed-End Funds and Global StructuredProducts—
Nuveen Investments
Jonathan Diorio, Director—
BlackRock
Christopher Larsen, Director, Closed-End Funds Product Group—
Legg Mason
2:45 pm
Break
3:00 pm
Trends and Opportunities in Closed-End Funds
An inormative conversation regarding how to analyze closed-end unds, how to use them toenhance investment portolios and current opportunities in the closed-end und sector.
Moderator:
Ken Fincher, Senior Vice President, New Product Development—
First Trust Advisors
Panelists:
Doug Bond, Executive Vice President—
Cohen & Steers
Geo Kurinsky, MBA, Director—
Sage Capital Management, LLC.

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