Contact Closed-End Fund Advisors for event and ticket information.
This page lists CEFA’s schedule of client update and Q&A sessions. In order to register for a session please click on the link below. Registrations are taken on a first come basis, please register now in order to reserve your spot. If you cannot attend any of the following sessions, please let us know so we can try and schedule an alternative session.
Email jcs@cefadvisors.com or call (800) 356-3508.
Going forward, we plan to hold these sessions on a quarterly basis in April, July, October and January.
Each session, hosted by GotoMeeting, can hold up to 15 attendees. You are required to register through Eventbrite in order to receive log-in information and the meeting ID.
CEFA Client Update, Outlook
and Q&A Session Schedule
July 2009
October 2009
Finally, we invite you to join the LinkedIn “Closed-End Fund Network” Group please use the following link: http://www.linkedin.com/e/gis/1172377 or follow us on Twitter @CEFadvisors.
Closed-End Fund Advisors, founded in 1989, is a Registered Investment Advisory Firm which manages client assets through global diversification with a value oriented and active approach.
They publish, The Scott Letter: Closed-End Fund Report, a free monthly newsletter covering global investment trends, the CEF industry and contains exclusive interviews with closed-end fund managers.
CEFA publishes: CEFA's Closed-End Fund Universe, a weekly data service covering 26 critical data points on all US listed CEFs.
Subscriptions to both are available at: www.cefadvisors.com.
About the Presenter:
John Cole Scott, CFS is a portfolio manager and serves on CEFA's Investment Committee. John holds the Series 66 FINRA License.
For almost 9 years John has specialized in fund analysis: closed-end (CEF), exchange-traded (ETF) open-end (mutual) and managed futures funds.
He has been quoted in Investment News, Smart Money, Bond Buyer, the Money Section of USA Today and The Richmond Times Dispatch and published in SR Consultant.
He has presented at conferences in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Richmond, VA, Washington DC and at The New York Stock Exchange including several keynote addresses.
In 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry.
John is a member of The Richmond Association for Business Economics (RABE), serves on the Investment Committee for The New York State Society of The Cincinnati and is The Treasurer for The Virginia Museum of Fine Arts’ Business Council.
He was awarded the "Character Counts" award from the Capital Area and Y.M.C.A. in 1999 and "Master of Networking" from Business Networking International in 2004 and 2005.
Contact Us
Hours: 8:30am - 5:30pm EST M-F
Direct: +1(804) 288-2482
Toll-Free: (800) 356-3508
US & Canada
Fax: (866) 313-3002
7204 Glen Forest Drive #105
Richmond, Virginia 23226
jcs@CEFadvisors.com
www.cefadvisors.com
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