Watch Speaker Interviews — Advisor Summit in Houston

The Advisor Summit on Closed-End Funds was held on May 19th at the Westin Galleria Hotel in Houston, TX. 95 industry professionals turned out to hear keynote presentations, in-depth panel discussions, and engaging conversations.  Speakers from 11 asset management firms, and Morningstar, provided valuable insight into closed-end fund investing.

The survey feedback from the advisors was very positive.

  • 97% of the advisors found the event to be beneficial or highly beneficial.
  • 100% of the advisors would be somewhat likely / like / highly likely attend this event again.

Topics discussed included the role and benefits of CEFs for today’s investor, researching and evaluating CEFs, expanding income opportunities for clients with equity option CEFs, MLPs, and accessing the North American Energy Value Chain, CEF strategies for international diversification, and a closer look at business development companies (BDCs).

Thank you to all our sponsors and partners for participating!