The Advisor Summit on Closed-End Funds is an investment conerence on closed-end unds specically designed ornancial advisors and broker dealers. This important event will explore how the CEF structure oers unique investmentbenets that can enhance your client’s portolio.
May 22, 20131:00 pm
Brian Smith, Director—
Closed-End Fund Association
Keynote Address: “13 Investment Themes for ’13”
Richard Bernstein, Chie Executive Ofcer—
Richard Bernstein Advisors
Keynote Address: Municipal Bonds, Yields and Interest Rates
John Miller, CFA, Managing Director, Co-Head o Fixed Income—
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.
Piers Currie, Group Head o Marketing—
Aberdeen Asset Management
Anne Kritzmire, Managing Director, Closed-End Funds and Global StructuredProducts—
Jonathan Diorio, Director—
Christopher Larsen, Director, Closed-End Funds Product Group—
Trends and Opportunities in Closed-End Funds
An inormative conversation regarding how to analyze closed-end unds, how to use them toenhance investment portolios and current opportunities in the closed-end und sector.
Ken Fincher, Senior Vice President, New Product Development—
First Trust Advisors
Doug Bond, Executive Vice President—
Cohen & Steers
Geo Kurinsky, MBA, Director—
Sage Capital Management, LLC.