Unexpected Returns - How Closed-End Funds Have Defied Conventional Wisdom on Yields and Discounts
TUESDAY, MARCH 11, 2014, 11:00 AM ET
4:00 PM LONDON | 5:00 PM PARIS | 6:00 PM ATHENS | 11:00 PM HONG KONG
DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERT PRESENTER LIVE FROM YOUR OWN DESK
This webinar has been accepted by the CFP Board for 1 CE credit
Two things typically attract investors to closed-end funds: the potential for attractive income and the opportunity to buy shares at a discount to a fund’s underlying holdings. These factors remain a key part of the value proposition given the sizeable income advantage and wider-than-average discounts available in today’s closed-end-fund market. However, it is critical that investors look deeper when evaluating opportunities, as history shows that discounts and yields have done a poor job of indicating forward returns.
Executive VP, Portfolio Manager
Cohen & Steers
Douglas Bond, Executive Vice President, is Portfolio Manager for Cohen & Steers' Closed-End Opportunity Fund and other portfolios investing in closed-end funds. Before joining Cohen & Steers in 2004, Mr. Bond worked at Merrill Lynch for 23 years. Between 1992 and 2004, he ran their closed-end fund new origination effort and was involved in all closed-end funds underwritten by Merrill Lynch. He also headed Merrill's Private Client Syndicate Group. Mr. Bond holds a BA from Hamilton College and an MBA from New York University. He is based in New York.
The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.
Q&A Session - Submitting Questions
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This webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.
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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 - Institutional Investors - Investment Consultants - Pension Fund Managers - Prime Brokers - Private Bankers
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