CEF Review and Outlook-Focus on REITs, Retailers and Potential New Avenues of Growth

Presented by 

Tuesday, June 20, 2017, 11:00 AM ET 

4:00 PM LONDON | 5:00 PM PARIS | 6:00 PM ATHENS | 11:00 PM HONG KONG 




This webinar has been approved for 1 CFP/CIMA/CPWA CE Credit


Closed-end funds have become a staple of the retail investment community, offering access to a wide range of asset classes and investment strategies wrapped in packages that have the potential to generate high levels of income. Doug Bond, portfolio manager of the Cohen & Steers Closed-End Opportunity Fund (FOF) will provide a review and outlook of the closed-end fund market and identify areas where he sees current value. Brian Cordes, senior portfolio specialist for Cohen & Steers real estate securities strategies, including Cohen & Steers Quality Income Realty Fund (RQI) and Cohen & Steers Total Return Realty Fund (RFI) will identify and discuss what we believe may be ahead for retail landlords as well as potential avenues of growth through newer property sectors.

Featured Presenters: 

   Douglas Bond
Executive Vice President, 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..

   Brian Cordes
Senior Vice President, Head of Portfolio Specialists
   Cohen & Steers

Brian Cordes, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 18 years of experience. Prior to joining Cohen & Steers in 2012, Mr. Cordes was a product manager at Columbia Management. Previously, he was with New York Life Investment Management and Morgan Stanley Dean Witter. Mr. Cordes has a BS from Rider University and is based in New York..

Webinar Structure

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 

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 questions@capitallink.com. The Q&A portion of the webinar is 10 minutes long.

This 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 - 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 16th 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 27, 2017, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. The 4th Annual Dissect ETFs Forum will feature industry leaders in the ETF sector and will take place in New York City on June 22, 2017. 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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For more information on webinar sponsorship opportunities, please contact Nicolas Bornozis at funds@capitallink.com or call +1 212 661-7566.

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