Finding Opportunities in Closed-End Funds: Focus on Energy Infrastructure by Cohen & Steers
Wednesday, March 8, 2017, 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 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. Ben Morton, portfolio manager of Cohen & Steers Infrastructure Fund (UTF) and Cohen & Steers MLP Income and Energy Opportunities Fund (MIE) will identify and discuss which sectors are perceived to have the most significant connection to the outcome of the U.S presidential election.
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.
Senior Vice President, Portfolio Manager
Cohen & Steers
Benjamin Morton, Senior Vice President, is a portfolio manager for Cohen & Steers' infrastructure portfolios, including those focused on master limited partnerships. He has 18 years of infrastructure-related investment experience. Prior to joining Cohen & Steers in 2003, Mr. Morton worked at Salomon Smith Barney as a research associate for three years, covering the utility and pipelines sectors. He also worked at New York Mercantile Exchange as a research analyst. Mr. Morton holds a BA from the University of Rochester and an MES from Yale 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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Investment Opportunities and Outlook 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.
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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
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