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Closed-End Fund Advisors, a Richmond VA based investment firm founded in 1989, has designed this webinar in order to educate investors and investment professionals about it's CEF Universe Report. On our webiste is a sample copy of the report as well as a 14-day risk free trial. www.cefadvisors.com
The session will cover the 26 data points, how they are calculated and how each helps one analyze and compare funds. Basic fund screening as well as, how to mazimize the reports use will also be covered. It will also offer a forum to ask questions from the publications founder.
Highlights of CEFA's Closed-End Fund Universe Report
| 1. |
Of the 26 data points covered, unique key data points include: |
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1-Year Standard Deviation |
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1-Year Beta |
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Relative UNII (Undistributed Net Investment Income)* |
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Unrealized Capital Gains as a Percentage of NAV* |
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Dividend Frequency |
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Percentage of Leverage |
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52-Week Average Discount/ Premium |
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52-Week Relative Price* |
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50-Day Moving Average Relative Price* |
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Average Daily Trading Amount in USD* |
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1-Week, Year-to-Date and 12-Month Market Performance |
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1-Week, Year-to-Date and 12-Month NAV Performance |
| 2. |
Accurate and detailed groupings of CEF equity funds in three main categories: |
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U.S. Equity Funds (five subgroups) |
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Non-U.S. Equity Funds (11 subgroups) |
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Specialty Equity Funds (10 subgroups) |
| 3. |
Accurate and detailed groupings of CEF bond funds in three main categories: |
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Taxable Bond Funds (17 subgroups) |
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Non-Taxable National Bond Funds (8 subgroups) |
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Non-Taxable Single State Bond Funds (26 subgroups) |
I hope you are able to attend. Though seating is limited, you are welcome to forward this invitation on to a friend, neighbor or colleague.
The service is avialable for $185 a quarter or $595 per year. (a 20% discount)
www.cefadvisors.com/universe.html
Please call me with questions, 804-381-4005.
John Cole Scott, CFS
Closed-End Fund Advisors
20th Floor, 707 East Main Street
Richmond, Virginia 23219
Toll Free: (800) 356-3508
Main: (804) 381-4024
Fax: (866) 313-3002
sales@cefadvisors.com
www.cefadvisors.com
Attendee List
Sort by: Date | First Name | Last Name
When & Where
The World Wide Web
Richmond,
VA 23226
Thursday, December 4, 2008 at 5:00 PM (ET)
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Hosted By
Closed-End Fund Advisors
***NOTE***
We appologize for the hassel, however, we have upgraded the registration system for our webinar schedule.
Please visit www.cefadvisors.com/webinars.html to view the current schedule and register to attend an upcoming session.
Please call (800) 356-3508 or email Holly at hmartin@cefadvisors.com with any questions or help registering
---
Closed-End Fund Advisors, founded in 1989, is a SEC 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 over 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
jscott@CEFadvisors.com
www.cefadvisors.com
