Passive Access to CEFs/ BDCs via ETF and UITs

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  • Offering 2 hours for CFP CE Credits.

Sponsors

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John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com

We will be discussing the ETF wrapper around access to CEFs and BDCs. We will be discussing the indexes that power and the specific funds: PCEF, XMPT, YYY, VPC and BIZD. This will include perspective on index rebalancing and how the index methodology can change over time for these perpetual passive investment vehicles.

John Scott
Moderator
 Sal Licata, Director – ETF Global
Presenters
Roxanna Islam, CFA, Associate Director of Research – Alerian
Presenters
Herbert Blank, Senior Quantitative Analyst – ValuEngine Inc
Presenters
John Cole Scott, CIO – Close-End Fund Advisors

Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees

Details

Start:
February 3 1:00 pm
End:
February 4 5:00 pm
Event Category: