DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERTS LIVE FROM YOUR OWN DESK
Tuesday, October 1, 2019, 11:00 AM ET
DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK
This webinar has been approved for 1.00 CFP Credit.
Submit your CFP number at registration.
- New trends in the closed-end fund industry
- Learn how closed-end funds can enhance income in today’s interest rate environment; grow the economy and create jobs;
- Listen to industry leaders discuss how different asset classes used in closed-end fund vehicles;
- Hear how premiums and discounts alter the dynamics of closed-end funds.
Research Director, Wells Fargo Investment Institute
Mariana Bush, CFA, heads the closed-end fund (CEF) and exchange-traded tracking product (ETP) research group at Wells Fargo Advisors, providing Financial Advisors and their clients with individual security recommendations in the CEF and ETP universes. Mariana began her career at Furman Selz in New York as an associate analyst following technology companies long before the Internet became a household name. She joined Wachovia Securities (a predecessor company of Wells Fargo Advisors) in 1991 as an analyst in Investment Strategy.
Mariana began following CEFs in 1993, and she assumed coverage of ETPs in the late 1990s. She is a Chartered Financial Analyst (CFA) charterholder and is widely quoted in financial publications. She was graduated from Princeton University in Engineering and Management Systems, a program in the Civil Engineering & Operations Research department.
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.
Associate Portfolio Manager, Advent Capital
Mr. Huang serves as an Associate Portfolio Manager for Advent’s Global Balanced Convertible Strategy and Global Phoenix Strategy, as well as an Associate Portfolio Manager for Advent’s closed-end fund, working with our CIO, Tracy Maitland. Mr. Huang also served as Research Analyst for the Technology sector from 2007 through 2018. Prior to joining Advent in 2007, Mr. Huang was at Essex Investment Management in Boston where he headed the Technology sector research coverage and managed Essex’s diversified Research Fund. Mr. Huang also had Technology and Telecommunication research responsibility at two hedge funds and Fidelity Investments, where he began his career. Mr. Huang is a graduate of the University of Pennsylvania’s Wharton School of Business.
The webinar will consist of a 40-minute expert discussion, 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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