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Closed-End Fund Advisor's
Managed Futures Webinar

Monday, December 8, 2008 at 5:30 PM (ET)

Richmond, VA

Closed-End Fund Advisor's  Managed Futures Webinar

Ticket Information

Type Remaining End     Quantity
Attendee 13 tickets Ended Free  

Event Details

Closed-End Fund Advisors, a Richmond VA based investment firm founded in 1989, is this webinar in order to educate clients and prospects about the potential benefits and risks of managed futures as a portion of their investment portfolios. 

The key benefits for managed futures:

  • High Performance Potential
  • Enchanced Portfolio Efficiency
  • Diversification
  • Low Correlation

Managed futures are an Alternative Investment Class that is widely used by institutional investors to potentially increase returns and reduce downside risk. With more than 100 Futures Exchanges worldwide, the markets are open 24 hours a day.  

These funds also historically have a low correlation to both stocks and bonds and thus offer the potential to make money independently of the stock or bond markets. Of course, historical performance cannot guarantee future results.

The webinar will go though a brief presentation on managed futures, as well as CEFA's Portfolio Models. We will also show how historically a blended portfolio invested in CEFA and managed futures would have handled the past five years' investment market.

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.

For mostes states, inorder to qualify, you must have income of $75K a year and have net assets of $75K (outside your primary home and automobiles) or simply be worth $250K without an income qualification. However, the minimum investment is only $5,000.

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

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When & Where


The World Wide Web

Richmond, VA 23226

Monday, December 8, 2008 at 5:30 PM (ET)


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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

 

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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