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Chicago Recap 120 120 Emily

Chicago Recap
Advisors Get Red Carpet Treatment at Advisor Summit in Miami 100 90 Emily

Advisors Get Red Carpet Treatment at Advisor Summit in Miami

The Advisor Summit on Closed-End Funds was held on February 3rd at the Turnberry Isle Resort in Miami, FL. 75 industry professionals turned out to hear keynote presentations, in-depth panel discussions, and engaging conversations.  Speakers from 10 asset management firms, all CEFA members, provided valuable insight into closed-end fund investing.

The survey feedback from the advisors was very positive.

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

Topics discussed included the role and benefits of CEFs for today’s investor, expanding income opportunities for clients with equity option CEFs, alternative asset allocation strategies such as MLPs and REITs, CEF strategies for international diversification, and a closer look at business development companies (BDCs).

Thank you to all our sponsors and partners for participating!

Highlights from the Advisor Summit in Miami
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Oil, Cuba, and Russia, Oh My! 120 80 Emily

Oil, Cuba, and Russia, Oh My!

A surprising December capped off a decent year for most CEFs.

Nearing the End of a Decent Year in CEFs 100 100 Emily

Nearing the End of a Decent Year in CEFs

Falling oil prices buffet some CEFs, but many have turned out strong returns so far this year.

08.01.14 – CEFinsight Alerts 110 47 Emily

08.01.14 – CEFinsight Alerts

The Swiss Helvetia Fund, Inc. (SWZ) announced that stockholders (at the fund’s 2014 annual meeting) had approved Schroder Investment Management North America Inc. as the fund’s new investment adviser, with Schroder Investment Management North America Limited as sub-adviser. Learn More. 

The Advisor Summit on Closed-End Funds 150 150 Emily

The Advisor Summit on Closed-End Funds

The Closed-End Fund Association is joining forces with select sponsoring companies to launch The ADVISOR Summit on Closed-End Funds, a unique, interactive conference for advisors and industry professionals.

This event will be held on October 9, 2013 at the Waldorf Astoria, Boca Raton Resort and Club in Boca Raton, FL.

Find out more on the different Sponsorship Opportunities.

Act NOW to JOIN as a sponsor and ensure that your firm is part of this ground-breaking industry event. Contact CEFA at 816.413.8900 or cefa@cefa.com for more information.

Join CEFA 150 150 Emily

Join CEFA

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry. CEFA is dedicated to informing and educating the public about the many benefits of these unique investment products and to providing a resource for information about its members and their offerings.

Members of CEFA

Membership is open to investment management companies as well as other organizations who help manage, distribute or provide services to closed-end funds.

Benefits of CEFA Membership

CEFA works on behalf of companies that offer closed-end funds in two important ways – with the public and within the industry. CEFA provides a variety of services and benefits to its member firms including reports and intelligence, industry awareness, representation and advocacy and investor education opportunities.

Membership Dues

CEFA annual membership dues are based on assets under management. Associate memberships are also available at a Corporate and an Individual level.

Join CEFA

Complete the Membership Application and send with first year’s membership dues payment to CEFA.

Contact Us

For more information on membership, contact CEFA.