The influential CEFA’s Advisor Summit program is designed to promote and communicate the opportunities in closed-end fund to advisors throughout the country. In just two short years the Association has gathered CEF advisors from Boston to Miami, Beverly Hills to New York — bringing together key CEF industry experts and advisors to share insight, strategies, and portfolio management. These exclusive events provide opportunities for you to build relationships with advisors, network with CEF industry leaders and generate brand awareness for your firm. As a CEFA member, you can participate in the Advisor Summits at various levels, including attending an event and displaying your firm’s collateral at no cost. You can maximize your firm’s visibility by participating as a sponsor. There are several levels of sponsorship opportunities available to increase your exposure.
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The Association manages a co-op trade show program to provide affordable promotion opportunities for its members. CEFA hosts large exhibit areas and workshops at events, including the World Money Show and the Financial Advisor Symposium.
CEFA Membership Meetings
The Membership meetings allow CEFA members to gather and discuss wide-ranging topics including secondary research, CEFA’s online data reporting potential, closed-end fund education, secondary marketing support and more. The topics reviewed during these membership meetings will help shape CEFA’s future initiatives and ensure the Association is delivering the highest value possible for its members and for other key audiences in the closed-end fund industry.
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