NEW YORK, NY--(Marketwired - Dec 10, 2014) - Pristine Advisers and CEFNetwork are pleased to announce a Closed-End Fund Analyst Roundtable Live Webcast: Accessing Closed-End Funds Efficiently via ETFs, Unit Investment Trusts, and Separately Managed Accounts for Tuesday, December 16th at 11:00 a.m. (ET).
The event will be moderated by Patricia Baronowski-Schneider, President and CEO of Pristine Advisers. The participants of the roundtable are John Cole Scott, Portfolio Manager and EVP of Closed-End Fund Advisors, Kevin Mahn, President and Chief Investment Officer (CIO), Hennion & Walsh Asset Management/SmartTrust® UITs, and Herb Blank, Head of Business Development, Managing Directri of ESG Solutions at S-Network Global Indexes and Steering Committee Chairperson of QWAFAFEW.
Topics for the webcast include the following:
- The value of buying exposure to permanent capital with daily liquidity
- Benefits of low cost leverage to potentially enhance portfolio yield
- Gaining access to inefficient markets through the generally repeatable alpha of a CEFs discount pattern
- Balancing fundamental and CEF data in portfolio construction.
- Portfolio Selection Criteria for ETFs Accessing Closed-End Funds
- Strategic and Tactical uses for Closed-End Fund ETFs
- Screening for Income Producing CEFs within a UIT
Interested parties can register and submit questions in advance at the following link: Webcast Lobby
Contact Information:
For more information, please contact:
Pam Obrien
Patricia Baronowski-Schneider