The Advisor Summit on Closed-End Funds is specically designed or nancial advisors who are looking to explore thestrategies and unique structure closed-end unds oer or clients seeking regular income and diversication potential.
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,the ability to use leverage and a wide variety o investment strategies.
Piers Currie, Group Head o Marketing
Aberdeen Asset Management
Anne Kritzmire, Managing Director, Closed-End Funds and Global Structured Products
Jonathan Diorio, Director
Christopher Larsen, Director, Closed-End Funds Product Group