Invalid quantity. Please enter a quantity of 1 or more.
The quantity you chose exceeds the quantity available.
Please enter your name.
Please enter an email address.
Please enter a valid email address.
Please enter your message or comments.
Please enter the code as shown on the image.
Please select the date you would like to attend.
Please enter an email address.
Please enter a valid email address in the To: field.
Please enter a subject for your message.
Please enter a message.
You can only send this invitations to 10 email addresses at a time.
$$$$ is not a properly formatted color. Please use the format #RRGGBB for all colors.
Please limit your message to $$$$ characters. There are currently ££££.
$$$$ is not a valid email address.
Please enter a promotional code.
N/A
Sold Out
You have exceeded the time limit and your reservation has been released.
The purpose of this time limit is to ensure that registration is available to as many people as possible. We apologize for the inconvenience.
This is option is not available anymore. Please choose a different option.
Please read and accept the waiver.
All fields marked with * are required.
Please double check your email address. The email address format does not appear valid.
$$$$ requires a number between ££££ and §§§§
US Zipcodes need to be 5 digits.
Please double check your website URL.
All fields marked with * are required.
Your credit card expiration date is in the past.
Your credit card CSC needs to be 4 digits.
Please confirm your order:
$$$$
You have selected to Pay by Check.
Click OK to confirm your order.
Please confirm your order:
$$$$
You have selected to Pay at the Door.
Click OK to confirm your order.
Please confirm your order:
$$$$
You have selected to Pay upon Receiving an Invoice.
Click OK to confirm your order.
Your credit card CSC needs to be 3 digits.
Your billing zip code needs to be 5 digits.
There was a problem saving your address.
There was a problem saving your credit card info.
There was a problem saving your personal information.
Please select the date you would like to attend.
McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams.
Copying Prohibited by Law - McAfee Secure is a Trademark of McAfee, Inc.
Unknown card type.
No card number provided.
Credit card number is in invalid format.
Wrong card type or credit card number is invalid.
Credit card number has an inappropriate number of digits.
Please enter numbers here.
Please enter an integer value.
Numbers must be less or equal to $$$$
All the required fields have not been filled out. Click OK to proceed without all the required information, or click Cancel to finish entering the missing data.
Sorry, invalid event registration form.
Sorry, invalid event or database error.
Sorry, quantity must be a positive integer.
Sorry, you did not select a valid ticket.
Sorry, invalid event organizer email address.
Your order was canceled.
Thank You. Your order has been successfully completed. Your name and email address have been added to the list of event attendees.
Sorry, that option is sold out.
Sorry, that option is no longer available.
Sorry, there are only tickets of that type still available.
Sorry, you entered an invalid quantity. Please enter a quantity of 1 or more next to the type or types of tickets you would like to purchase.
Sorry, you did not select any tickets to purchase. Please enter a quantity of 1 or more next to the type or types of tickets you would like to purchase.
Sorry, there are no tickets left for this event.
The tickets, ticket quantity or date and time you've requested are no longer available, due to previous sales. Please choose a different date, time or number of tickets and place your order again.
Sorry, one or more of the tickets you requested are no longer available for purchase.
Sorry, you need to select the date you want to attend.
Sorry, the promotional code you entered is not valid yet.
Sorry, the promotional code you entered has expired.
Sorry, the promotional code you entered is not valid.
Your session has expired. Try ordering again.
Sorry, your requested ticket quantity exceeds the number provided by your promotional code.
Sorry, the tickets you are trying to order are not currently available.
Sorry, the payment type chosen is invalid for this event.
Sorry, there is only 1 ticket left for this event.
Sorry, there are only tickets left for this event.
We're sorry, this invitation is invalid.
We're sorry, this invitation has already been used.
We're sorry, you already have an order being processed for this event. Please wait a few minutes and try again.
We're sorry, there is a problem with your invitation. Please try again.
Invalid quantity of tickets selected.
Sorry, the payment type chosen is invalid for this event.
Sorry, your billing address was not saved properly, please try again.
Sorry, we experienced an internal error, please try again.
The captcha you entered is invalid. Please try again.
Invalid credit card selected. You have been logged out.
Sorry, your team selection was not valid.
Sorry, the payment type chosen is invalid for this event.
Sorry, your billing address was not saved properly, please try again.
Sorry, we experienced an internal error, please try again.
State
Zip Code
Province
Postal Code
County
State/Territory
State/Province
Event Details
Closed-End Fund Advisors, has designed this webinar session in order to educate prospective clients and referring investment professionals about the benefits and of our Managed Account Program.
This session will cover:
1. CEFA's History & Experience
2. Benefits of the Closed-End Funds Structure and an Actively Monitored/Managed CEF Portfolio
3. Is the Discount Good or Bad?
4. Minimum Investment, Management Fee's & Account Set-Up Details
5. Firm's Investment Process for New Client Implementation into Portfolio Models.
6. Firm's Core Investment Philosophy and Buy/Sell Discipline
7. Clarification of Portfolio Models and Investment Suitability, Including Asset Allocation Breakdown
8. Historical Performance Figures for CEFA's Portfolio Models
9. What to Consider Before Becoming a CEFA Client
10. Questions and Answer Period to Cover Your Thoughts or Ideas
You are encouraged to pass on this opportunity to a friend, neighbor, or co-worker. Register soon as space is limited to only 15 attendees. You are required to register in order to receive log information.
View other current webinar topics at: www.cefadvisors.eventbrite.com
Disclosures: Managed accounts are not suitable for every investor, please read our Form ADV-II before investing. Past performance cannot guarantee future results. Investments may lose value and are not FDIC insured.
Attendee List
Sort by: Date | First Name | Last Name
No one has registered for this event yet.
When & Where
The World Wide Web
Richmond,
VA 23226
Tuesday, November 17, 2009 at 4:30 PM (ET)
Add to my calendar
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
