Creating a greater understanding and awareness of closed-end funds
New in 2014, the CEFA Podcast Series provides an opportunity for CEFA members to generate brand and product exposure, while educating investors and advisors on closed-end funds and their unique roles in investment portfolios.
The Podcast Series targets a broad range of investors and advisor – from those who have never invested in CEFs before to those who use them as portfolio staples. CEFA will leverage the expertise of our member firms, which will have the opportunity to participate in podcasts throughout the year as a free benefit of membership.
| Themes and Topics
The Podcast Series will be both educational and providing timely insight on investment opportunities. Therefore, the topics covered will be divided into two themes as listed below. CEFA will work with featured speakers and member firms to select appropriate topics. Educational – The role of CEFs in investment portfolios.
Investment Opportunities – Market events, current trends, and specific market segment/niche.
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Format
- 3-5 minutes in length.
- CEFA moderator will make introduction and ask 3-4 questions (planned ahead of call with speaker).
- Speaker can participate remotely via phone (landline).
- CEFA will make any edits needed.
- Podcast will be available on the CEFA website and iTunes.
2014 Schedule
Production will be held the first and third Tuesdays every month. Podcasts will be posted on CEFA.com and iTunes each week. Please allow up to 30 minutes per taping and review for each session.
Current commitments:
- Tekla Capital Management – Healthcare
- Aberdeen Asset Management – 2014 Regional Equity Outlook
We look forward to partnering with you on the Podcast Series. For questions and information about participation, please contact us at 816.413.8900 or cefa@cefa.com.
