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Event Details
Closed-End Fund Advisors, has designed this webinar session in order to educate prospective clients and referring investment professionals about the benefits and risks of our Managed Account Program.
This session will cover:
1. CEFA's History & Experience
2. Benefits of the Closed-End Funds Structure and an Actively Monitored/Managed CEF Portfolio
3. Is the Discount Good or Bad?
4. Minimum Investment, Management Fee's & Account Set-Up Details
5. Firm's Investment Process for New Client Implementation into Portfolio Models.
6. Firm's Core Investment Philosophy and Buy/Sell Discipline
7. Clarification of Five Portfolio Models and Investment Suitability, Including Asset Allocation Breakdown
8. Historical Performance Figures for CEFA's Portfolio Models
9. What to Consider Before Becoming a CEFA Client
10. Questions and Answer Period to Cover Your Thoughts or Ideas
You are encouraged to pass on this opportunity to a friend, neighbor, or co-worker. Register soon as space is limited to only 15 attendees. You are required to register in order to receive log information.
View other current webinar topics or "CEF College" classes at: www.cefaweb.eventbrite.com
Disclosures: Managed accounts are not suitable for every investor, please read our Form ADV-II before investing. Past performance cannot guarantee future results. Investments may lose value and are not FDIC insured.
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When & Where
The World Wide Web
Richmond,
VA 23226
Tuesday, July 21, 2009 at 4:30 PM (ET)
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Hosted By
Closed-End Fund Advisors
***NOTE***
We appologize for the hassel, however, we have upgraded the registration system for our webinar schedule.
Please visit www.cefadvisors.com/webinars.html to view the current schedule and register to attend an upcoming session.
Please call (800) 356-3508 or email Holly at hmartin@cefadvisors.com with any questions or help registering
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Closed-End Fund Advisors, founded in 1989, is a SEC 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 over 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
jscott@CEFadvisors.com
www.cefadvisors.com
