NEW YORK, NY--(Marketwired - Dec 10, 2014) - Pristine Advisers and CEFNetwork are pleased to announce a Closed-End Fund Analyst Roundtable Live Webcast: Accessing Closed-End Funds Efficiently via ETFs, Unit Investment Trusts, and Separately Managed Accounts for Tuesday, December 16th at 11:00 a.m. (ET). 

The event will be moderated by Patricia Baronowski-Schneider, President and CEO of Pristine Advisers. The participants of the roundtable are John Cole Scott, Portfolio Manager and EVP of Closed-End Fund Advisors, Kevin Mahn, President and Chief Investment Officer (CIO), Hennion & Walsh Asset Management/SmartTrust® UITs, and Herb Blank, Head of Business Development, Managing Directri of ESG Solutions at S-Network Global Indexes and Steering Committee Chairperson of QWAFAFEW.

Topics for the webcast include the following:

  • The value of buying exposure to permanent capital with daily liquidity
  • Benefits of low cost leverage to potentially enhance portfolio yield
  • Gaining access to inefficient markets through the generally repeatable alpha of a CEFs discount pattern
  • Balancing fundamental and CEF data in portfolio construction.
  • Portfolio Selection Criteria for ETFs Accessing Closed-End Funds
  • Strategic and Tactical uses for Closed-End Fund ETFs
  • Screening for Income Producing CEFs within a UIT

Interested parties can register and submit questions in advance at the following link: Webcast Lobby

Contact Information:

For more information, please contact:

Pam Obrien

Patricia Baronowski-Schneider