CEFA's Webinars On-Demand
Closed-End Fund Advisors Webinars On-Demand
Windows Media Player and GoToMeeting codecs are required to play the following webinars. A free downloadable version of Media Player is available from Microsoft and the GoToMeeting codecs is available from GoToMeeting.

Webinars and Videos by Topic

Topic: Closed-End Fund Universe Demo
  Learn how to possibly use CEFA's Closed-End Fund Universe data and Daily News/Alert service, intended for both existing and prospective subscribers.
 
  •  Replay this January 8, 2015 webinar now.

  • Topic: The ABCs of BDCs (Business Development Companies)
     
  •  Replay this November 16, 2016 webinar now.
  •  Download November 16, 2016 slides only.

  • Topic: The ABCs of BDCs and CEFs
     
  •  Replay this May 17, 2017 webinar now.
  •  Download May 17, 2017 slides only.

  • Topic: Closed-End Fund Universe Update and Outlook
      Second Quarter 2017 Closed-End Fund and BDC Universe Update, IPO Review and Second Quarter 2017 Outlook
     
  •  Replay this April 20, 2017 webinar now.
  •  Download April 20, 2017 slides only.
  •   First Quarter 2017 Closed-End Fund and BDC Universe Update, IPO Review and Second Quarter 2017 Outlook
     
  •  Replay this April 20, 2017 webinar now.
  •  Download April 20, 2017 slides only.
  •   Fourth Quarter 2016 Closed-End Fund and BDC Universe Update, IPO Review and First Quarter 2017 Outlook
     
  •  Replay this January 11, 2017 webinar now.
  •  Download January 11, 2017 slides only.
  •   Third Quarter 2016 Closed-End Fund and BDC Universe Update, IPO Review and Fourth Quarter 2016 Outlook
     
  •  Replay this October 6, 2016 webinar now.
  •  Download October 6, 2016 slides only.
  •   Second Quarter 2016 Closed-End Fund and BDC Universe Update, IPO Review and Third Quarter 2016 Outlook
     
  •  Replay this July 13, 2016 webinar now.
  •  Download July 13, 2016 slides only.
  •   First Quarter 2016 Closed-End Fund and BDC Universe Update, IPO Review and Second Quarter 2016 Outlook
     
  •  Replay this April 7, 2016 webinar now.
  •  Download April 7, 2016 slides only.
  •   Fourth Quarter 2015 Closed-End Fund and BDC Universe Update, IPO Review and First Quarter 2016 Outlook
     
  •  Replay this January 14, 2016 webinar now.
  •  Download January 14, 2016 slides only.
  •   Third Quarter 2015 Closed-End Fund and BDC Universe Update, IPO Review and Fourth Quarter Outlook
     
  •  Replay this October 6, 2015 webinar now.
  •  Download October 6, 2015 slides only.
  •   Second Quarter 2015 Closed-End Fund and BDC Universe Update, IPO Review and Third Quarter Outlook
     
  •  Replay this July 20, 2015 webinar now.
  •  Download July 20, 2015 slides only.
  •   First Quarter 2015 Closed-End Fund and BDC Universe Update, IPO Review and Second Quarter Outlook
     
  •  Replay this April 13, 2015 webinar now.
  •  Download April 13, 2015 slides only.
  •   Fourth Quarter 2014 Closed-End Fund Review and 1Q15 Outlook
     
  •  Replay this January 8, 2015 webinar now.
  •  Download January 8, 2015 slides only.
  •   Third Quarter 2014 Closed-End Fund and Business Development Company Review and 4Q14 Outlook
     
  •  Replay October 9, 2014 this webinar now.
  •  Download October 9, 2014 slides only.
  •   Second Quarter 2014 Close-End Fund Review and Third Quarter 2014 Outlook
     
  •  Replay this July 9, 2014 webinar now.
  •  Download July 9, 2014 slides only.
  •   First Quarter 2014 Review and Second Quarter 2014 Outlook
     
  •  Replay April 9, 2014 this webinar now.
  •  Download April 9, 2014 slides only.

  • Topic: Diversified Tax-Sensitive Investing for a Rising Interest Rate Environment
    CEF Advisors' look at three of the largest CEF sectors and why we think it may be useful to blend them together for low correlation after-tax-income return for high income investors.
     
  •  Replay this November 11, 2015 webinar now.
  •  Download November 11, 2015 slides only.

  • Topic: Rising Rate UITs
    Moderated by Patricia Baronowski, President and CEO of Pristine Advisers, and featuring John Cole Scott, Portfolio Manager and Executive Vice President of Closed-End Fund Advisors; and Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management/SmartTrust® UITs
     
  •  Replay this June 18, 2015 webinar now.
  •  Download June 18, 2015 slides only.

  • Topic: Accessing Closed-End Funds Efficiently via ETFs, Unit Investment Trusts, and Separately Managed Accounts
    Moderated by Patricia Baronowski-Schneider, President and CEO of Pristine Advisers, and featuring John Cole Scott, Portfolio Manager and Executive Vice President of Closed-End Fund Advisors; Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management/SmartTrust® UITs; and Herb Blank, Head of Business Development, Managing Director of ESG Solutions at S-Network Global Indexes and Steering Committee Chairperson of QWAFAFEW
     
  •  Replay this December 16, 2014 webinar now.
  •  Download December 16, 2014 slides only.

  • Topic: Basics of Municipal Bond CEFs.
    Replay this November 4, 2014 video now.

    Topic: Advisor Perspective: Closed-End Funds and The Secondary Markets with John Cole Scott.
    Replay this September 4, 2014 video now.

    Topic: Can CEFs Help Build a 6.25%+ Tax-Free Yielding Portfolio?
     
  •   Replay this September 9, 2014 webinar now.
  •  
  •   Download the September 9, 2014 slides only.

  • Topic: Why Hire CEFA as Your Portfolio Manager?
     
  •   Replay this April 12, 2012 webinar now.
  •  
  •   Download April 12, 2012 slides only.

  • Topic: Generating Retirement Income in a Low Interest Rate Environment with Closed-End Funds
     
  •   Replay this April 11, 2012 webinar now.
  •  
  •   Download April 11, 2012 slides only.

  • Topic: CEF Rules of Thumb and How to Manage your CEF Portfolio Like an Expert
     
  •   Replay this February 22, 2012 webinar now.
  •  
  •   Download February 22, 2012 slides only.

  • Topic: Five Biggest Mistakes for New CEF Investors – And How To Attempt to Avoid Them
     
  •   Replay February 14, 2012 this webinar now.
  •  
  •   Download February 14, 2012 slides only.

  • Topic: How to Tactically Swap CEFs to Reduce Risk and Add Alpha
     
  •   Replay this January 24 2012 webinar now.
  •  
  •   Download January 24 2012 slides only.

  • Topic:  CEFA’s Guide to Analyzing a Closed-End Fund
     
  •   Replay this January 23, 2012 webinar now.
  •  
  •   Download January 23, 2012 slides only.

  • Topic: How to Identify Destructive Return of Capital vs. Constructive Return of Capital for Closed-End Fund Dividends
     
  •   Replay January 17, 2012 this webinar now.
  •  
  •   Download January 17, 2012 slides only.

  • If you have an interest in a topic but are not available at one of the times listed on the calendar above, please e-mail Katerina Peifer (kpeifer@cefadvisors.com) to see if an alternative session can be scheduled.

    CEFA uses GotoWebinar to host the above sessions. When you are ready to join a session, please go to: www.JoinWebinar.com and use the Webinar ID e-mailed to you at the time of registration.

    Feel free to contact us at (800) 356-3508 with any questions.

    Register for CEFA's
    Upcoming Webinars
    CEFA Webinars On-Demand
    Windows Media Player and GoToMeeting codecs required. Download a free version from Microsoft and the GoToMeeting codecs now.

    Sign up for CEFA's Email Notifications, including The Scott Letter
    Enter your e-mail address below