Contact Closed-End Fund Advisors for event and ticket information.
Wednesday, March 18, 2009 at 4:30 PM (ET)
Closed-End Fund Advisors, has designed this webinar session in order give the basic information one should have before using CEFs to meet their personal or client investment goals and objectives. The closed-end fund structure is the oldest fund structure and dates back to the 19th century. Even though the structure is best known for global and bond (fixed-income) oriented funds as well the ability for many funds to employ leverage to enhance their yield if allows for good diversification into almost every asset class available in an investment company or 40 Act fund. The other two fund structures are mutual funds and exchange trades funds.
During 2008, many investors expected their buy-and-hold portfolios would weather the storm, however, many saw losses of 30%-60% of their principal value. We will give you a set of CEF guidelines and the beast resources to collect and find CEF information. You can expect to have a basic understanding of how to try and increase your future returns without taking undue portfolio risk.
The session will cover:
1. The Major Differences between CEFs, ETF and Open-End Funds
2. How Identify the Advantages/Risks in a CEF
3. When and How Should You Purchase Shares of a CEF
4. When is a Discount to NAV Good? When is it Bad?
5. CEF Buy/Sell Discipline 101
6. Historical Trend in CEFs
7. How Can I Figure Out What is Driving the Future Yield Payments
8. What are the Main Income Risks?
9.The ability to ask questions and have them answered during each session.
Once you register for this session, you will receive the URL to attend the session, the phone number to call in and listen (or use your computer speakers) and the meeting ID. Remember to mark this event on your calendar so you don't miss this valuable opportunity.
While seating is limited, you are welcome to forward this invitation on to a friend, neighbor or colleague.
View/Register CEFA's Current Webinar Topic and "CEF College" Class Schedule
www.cefaweb.eventbrite.com
Disclaimer: Attending session does not guarantee future investment gains or the possibility of future losses. Information is based on historical trends and cannot predict future markets.
Closed-End Fund Advisors, founded in 1989, is a Registered Investment Advisory Firm which manages client assets through global diversification with a value oriented and active approach.
They publish, The Scott Letter: Closed-End Fund Report, a free monthly newsletter covering global investment trends, the CEF industry and contains exclusive interviews with closed-end fund managers.
CEFA publishes: CEFA's Closed-End Fund Universe, a weekly data service covering 26 critical data points on all US listed CEFs.
Subscriptions to both are available at: www.cefadvisors.com.
About the Presenter:
John Cole Scott, CFS is a portfolio manager and serves on CEFA's Investment Committee. John holds the Series 66 FINRA License.
For almost 9 years John has specialized in fund analysis: closed-end (CEF), exchange-traded (ETF) open-end (mutual) and managed futures funds.
He has been quoted in Investment News, Smart Money, Bond Buyer, the Money Section of USA Today and The Richmond Times Dispatch and published in SR Consultant.
He has presented at conferences in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Richmond, VA, Washington DC and at The New York Stock Exchange including several keynote addresses.
In 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry.
John is a member of The Richmond Association for Business Economics (RABE), serves on the Investment Committee for The New York State Society of The Cincinnati and is The Treasurer for The Virginia Museum of Fine Arts’ Business Council.
He was awarded the "Character Counts" award from the Capital Area and Y.M.C.A. in 1999 and "Master of Networking" from Business Networking International in 2004 and 2005.
Contact Us
Hours: 8:30am - 5:30pm EST M-F
Direct: +1(804) 288-2482
Toll-Free: (800) 356-3508
US & Canada
Fax: (866) 313-3002
7204 Glen Forest Drive #105
Richmond, Virginia 23226
jcs@CEFadvisors.com
www.cefadvisors.com
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