The Advisor Summit — Houston, TX

Generate brand awareness. Build advisor relationships. Network with industry leaders.

We invite you to join us at the Westin Galleria in Houston, TX for this exclusive Advisor Summit. This event offers advisors the chance to hear from closed-end fund industry experts and portfolio managers, exchange ideas, and obtain the latest information on a variety of areas and topics related to CEFs.Speaker presentations and candid discussions will focus on understanding, analyzing, and using closed-end funds to generate income.

The feedback from the 13 Advisor Summit events held so far has been very positive. 97% of the advisors found them beneficial and 96% would attend the event again.

As a CEFA member, you can attend an Advisor Summit and display your firm’s collateral at no cost. You can maximize your firm’s visibility by participating as a sponsor and speaker.


For more information on participation and sponsorship opportunities at this conference, contact us at 816.413.8900, or