(R) Home – Outlook 2021 Virtual Summit

Summit introduction heading

CEFA’s Advisor Summits offer 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. 

VIEW VIDEO PRESENTATIONS:

Economic & market outlook from leading economist Brian Wesbury

Insight into sectors providing compelling opportunities

Advantages the market environment presents for   CEF investors

Tax-efficient and income-oriented strategies for a low-rate environment

FEATURED FIRMS

LEARN THE LATEST FROM LEADING EXPERTS

featured PRESENTERS

Brian wesbury

Chief Economist
First Trust

jONATHAN ISAAC

Vice-President, Director of Product Management
Eaton Vance

DAVE LAMB

Vice President
Nuveen

JEFF MARGOLIN

Senior Vice President
First Trust

JOSEPH SMITH

Co-CIO Listed Real Estate Strategies
CBRE Clarion Securities

DAVID LEGGETTE

Head of Marketing
CBRE Clarion Securities

F. Barry Nelson, CFA®

Senior Advisor
Advent Capital Management

WILL KORVER

Director
Guggenheim Investments

JOSH DUITZ

Portfolio Manager-Global Equities
Aberdeen Standard Investments

RYAN SULLIVAN

Portfolio Manager/Co-Head of Real Assets
Aberdeen Standard Investments

JUSTIN GUICHARD

Managing Director, Co-Portfolio Manager
Oaktree Capital

LARRY ANTONATOS

Managing Director
Brookfield

STEVE HLAVIN

Portfolio Manager
Nuveen