On-Demand Fireside Chat  Diversifying income portfolios with closed-end funds

Hosted by Financial Planning

Closed-end funds (CEFs) may be one of the most effective yet underutilized tools for enhancing and diversifying an income portfolio. In fact, research shows that most investors are interested in learning more about CEFs but say their advisor has never discussed the funds with them. This webinar, designed for advisors looking for a new source of potentially higher income for clients, features experts from Nuveen—the largest provider of closed-end funds—who will provide their insights on:

  • The distinct features and benefits of CEFs and what sets them apart from traditional income investments
  • How CEFs offer potentially higher income, even from investments in asset classes not typically associated with income such as equities and alternatives
  • How leverage in CEFs works
  • Portfolio implementation ideas
  • How to analyze CEFs

This on-demand webinar will also feature key findings from Nuveen’s research on how advisors are using CEFs in client portfolios and why, as well as investors’ concerns about retirement income and their interest in alternatives to traditional income investments.

Featured Presenters:

Dave Lamb
Managing Director
Nuveen Global Products Group
(Speaker)
William Meyers
Senior Managing Director
Nuveen Closed-End Funds
(Speaker)
David Adler
Wealth Management & Behavioral Finance Expert
(Moderator)

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