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The Advisor Summit Agenda

The Advisor Summit Agenda

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Published by cefa2345
05.08.2013 2
05.08.2013 2

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Published by: cefa2345 on May 08, 2013
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05/14/2014

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AGENDA
The Advisor Summit on Closed-End Funds is specically designed or nancial advisors who are looking to explore thestrategies and unique structure closed-end unds oer or clients seeking regular income and diversication potential.
May 22, 201312:30 pm
RegistrationWelcome
Closed-End Fund Association
Brian Smith, Director
1:00 pm
Keynote Addresses:“Fear and Indecision: Sounds Like a Bull Market”
Richard Bernstein, Chie Executive Ofcer
Richard Bernstein Advisors, LLC
Municipal Bonds, Yields and Interest Rates
John Miller, CFA, Managing Director, Co-Head o Fixed Income
Nuveen Asset Management
2:00 pm
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.
Moderator:
 Piers Currie, Group Head o Marketing 
Aberdeen Asset Management
Panelists:
Anne Kritzmire, Managing Director, Closed-End Funds and Global Structured Products
Nuveen Investments 
Jonathan Diorio, Director
BlackRock
Christopher Larsen, Director, Closed-End Funds Product Group
Legg Mason
2:45 pm
Break

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