An Overview on Total Return
Investing in Closed End Funds

Presented by 

WEDNESDAY, MARCH 27, 2013, 11:00 AM ET 

(3:00 PM LONDON) (4:00 PM PARIS) (11:00 PM HONG KONG)  




Featured Presenter: 

   Scott T. Schultz
   Founder, Manager & Chairman
   Scott Schultz Closed End Funds, Inc.

Scott T. Schultz graduated from Michigan State University in 1979 with a BA in Journalism. In 1982 he was named an "Outstanding Young Man of America" by the US Jaycee's. 1983 he began his investment career at EF Hutton & Co., where his ability to market new business was prolific. For example, in his first 12 months he managed to open nearly 400 new client accounts. By performing this feat he was flown to New York by EF Hutton Management several times to speak to rookie stockbrokers and showing them how to open new accounts by sharing his unique techniques.

He was then recruited by Merrill Lynch, where he began to research the unique investment vehicles known as "Closed End Funds." In 1988 Schultz took an eight month unpaid leave of absence from Merrill Lynch to run for the U.S. Congress' prior to forming his own firm in 1994 in Michigan. During his candidacy for U.S. Congress, Scott met with President Ronald Reagan, and members of his Cabinet. Additionally, while as a GOP District Chairman, regularly consulted with Pres. George HW Bush (41) and members of his Cabinet.

Scott has been featured on CNBC, CNN-fn, Bloomberg News Forums TV, Fox Business Hour With Neal Cavuto, and 100+ Radio Shows across the country. In addition, Scott been featured in "Registered Rep. Magazine", and in 2004 was featured in "Research Magazine", and has been quoted in the Wall St. Journal, Barron's, Kiplinger's, Gannet Newspapers & USA Today.

Throughout his career, Schultz's expertise garnered him recognition as the #1 Separate Account Manager for Domestic Growth by USA TODAY using GIPS verified/audited numbers sent to Morningstar's data base for a three consecutive year period. In addition, he was also named one of Nelson's "World’s Best Money Managers," and a "Top Gun" manager by Effron PSN (now Informa).

In April 2011, Scott published his “Scott Schultz’s Guide to Closed End Funds,” the definitive primer (and the first book on Closed End Funds in roughly 2 decades) in understanding and demystifying an asset class to the greater investor public.

Webinar Structure

The webinar will consist of a 30-minute presentation given by Mr. Schultz. A question and answer session will follow, lasting for 15 minutes

This webinar will be archived and available for replay upon registrationn.

Q&A Session - Submitting Questions 

Participants can submit questions prior to or during the event through the special feature on the event page, or they can email them to Capital Link at The Q&A portion of the webinar is 15 minutes long.

An Overview on Total Return Investing in Closed End Funds webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.

Registrants can download the PowerPoint presentation from this webcast.



This webinar will also be available on demand at any time after the live broadcast.

Who Should Attend?

Broker-Dealers - Certified Financial Planners - Certified Trust and Financial Advisors - Closed-End Funds Issuers - Financial Advisors - Financial Media - Financial Planners - Hedge Fund Managers - Index Providers - Institutional Investors - Insurance Companies - Investment Consultants - Lawyers - Pension Fund Managers - Prime Brokers - Private Banks

About Capital Link, Inc. 


Capital Link is a New York-based investor relations and financial communications firm, which, among other activities, maintains a strategic focus on closed-end funds and ETFs. 

Capital Link has developed specific investor outreach programs and IR tools focused on CEFs and ETFs in order to enhance their profiles among analysts, investors, and financial media. 

In pursuit of this objective, Capital Link maintains websites dedicated to CEFs ( and ETFs ( that track the news and developments of all U.S. listed CEFs and ETFs, providing investors with a free information resource on these topics. The 12th Annual Closed-End Funds & Global ETFs Forum (, considered a premier industry annual event, will take place in New York City on April 24, 2013, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. Capital Link also offers the "Closed-End Funds & Global ETFs Webinar Series (," an online interactive platform that is on CEFs, ETFs, and other pertinent industry topics. Open to the public, these virtual events provide an in-depth look into the CEF & ETF industry, and ground issues and timely topics in the context of the global economy, fostering a better understanding among participants. 

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The Capital Link Closed-End Funds & Global ETFs Webinar Series provides numerous live and on-demand playback investor webinars throughout the year focused on topics of contemporary interest in the industry. As a sponsor of one of these webinars, your company will provide updates and enlightenment on issues of importance while aligning your organization with the interests of our audience. Sponsors of these webinars receive recognition and exposure for their brand, as well as the ability to offer a white paper or powerpoint presentation at registration to webcast attendees to generate leads.

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