PORTFOLIO MANAGER'S OUTLOOK FOR INCOME AND VALUE

ADVISOR SUMMIT ON CLOSED-END FUNDS • EARN 4 CE CREDITS
EVENT DETAILS

MARCH 10, 2020
Ft. Lauderdale, FL

Ft. Lauderdale Marriott North
6650 N Andrews Ave
Fort Lauderdale, FL 33309

Schedule
Registration: 9:00 AM
Summit: 9:30 AM — 2:30 PM

AGENDA TOPICS
  • Market Outlook and Investing Strategies in 2020
  • Alternative Income Opportunities
  • Achieving Yield, Balancing Risk
  • Equity Outlook and Opportunities
  • SPONSORS
    ABOUT THE SUMMIT
    We invite you to participate in the next CEFA Advisor Summit. This event offers financial advisors the chance to gain insight from closed-end fund industry experts and portfolio managers, exchange ideas, and obtain the latest information on issues, trends and topics related to CEFs. Speaker presentations and open discussions will focus on understanding, analyzing, and using closed-end funds, including interval funds and BDCs, to position in a diversified portfolio and generate income.

    The feedback from the past sixteen CEFA Advisor Summits has been very positive. 97% of the advisors found them beneficial and 96% would attend the event again.
    REGISTER

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