Benefits of a Broader Organization

CEFA is broadening its mandate to educate and inform advisors by including BDC’s and Interval Funds in its marketing efforts. These alternative investment structures face similar issues to closed-end funds:

  • Have a lack of professional research support
  • Have a limited understanding and awareness by the broad investment community

By creating a broader organization, CEFA will benefit from:

  • Greater resources with increased membership and broader leadership
  • More diversified content
  • Firms that have sponsorship of more than one product structure
  • Product structures that address similar audiences
error: Content is protected !!