Closed End Fund Market Review and Outlook - Spotlight on REITs
TUESDAY, AUGUST 5, 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 & IMCA for 1.00 CFP/CIMA/CPWA Credit
Submit your CFP/CIMA number at registration.
Closed-end funds (CEFs) broadly advanced in the second quarter of 2014 on both market price and net asset value. Still, discounts for many closed-end funds exceed their long-term averages resulting in a wide array of undervalued funds across fixed income and equity categories. REITs are one CEF sector where the underlying fundamentals remain supportive. Portfolio managers Doug Bond and Jason Yablon will share their perspectives on finding opportunities in the broad CEF market and discuss how Cohen & Steers is positioning their REIT CEFs for the second half of 2014.
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.
Jason A. Yablon
Senior Vice President
Cohen & Steers
Jason A. Yablon, Senior Vice President, is a U.S. and global portfolio manager. He has 14 years of experience. Prior to joining Cohen & Steers in 2004, Mr. Yablon was a sell-side analyst at Morgan Stanley for four years, focusing most recently on apartment and health care REITs. Mr. Yablon has a BA from the University of Pennsylvania. 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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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
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 (www.CEFForum.com) and ETFs (www.ETFForum.com) 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 13th Annual Closed-End Funds & Global ETFs Forum (www.CapitalLinkForum.com), considered a premier industry annual event, will take place in New York City on April 24, 2014, 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 (www.CapitalLinkWebinars.com)," 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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