Webcast Alert: Closed-End Fund Advisors, Inc. Announces Its Closed End Funds / Distribution Trusts Forum Webcast.RICHMOND, Va. -- Closed-End Fund Closed-end fund An investment company that issues shares like any other corporation and usually does not redeem its shares. A publicly traded fund sold on stock exchanges or over the counter that may trade above or below its net asset value. Related: Open-end fund. Advisors, Inc. announces the following Webcast: What: Closed-End Fund Advisors, Inc. Closed End Funds / Distribution Trusts Forum Webcast When: December 12, 2006 @ 09:30 AM Eastern Where: http://www.vcall.com/EventPage.asp?ID=110615 How: Live over the Internet -- Simply log on to the web at the address above. Contact: John Cole John Cole may refer to the following people:
If you are unable to participate during the live webcast, the call will be available for replay at http://www.vcall.com/ClientPage.asp?ID=110615 or http://www.investorcalendar.com/ George Cole
George Edward Cole (born April 22, 1925 in Tooting, London, England) is an English actor. Scott, III George Cole Scott is President and Senior Portfolio Manager of Closed-End Fund Advisors, Inc., a privately owned global investment firm that concentrates its investments in closed-end funds using four investment objectives: Globally Diversified Growth, Globally Diversified Growth & Income, International & REIT REIT See: Real Estate Investment Trust REIT See real estate investment trust (REIT). (Focused Growth) and Hybrid Income (High Current Income). George has been in the investment management business since 1969 and has specialized in using closed-end funds for clients since the mid-1980's. In 1976, he joined the Board of Directors of the award-winning closed-end fund, Bergstrom Capital. Bergstrom is the only fund, mutual or closed-end, to have been on the Forbes Honor Roll for 10 consecutive years. Because of this expertise, George also advises several funds (both domestic and foreign) as a consultant. George is editor-in-chief of The Scott Letter: Closed-End Fund Report which was in print from 1988 -1996 and online since May 2001. For the period from January 1, 1990 to December 31, 1995, Hulbert's Guide to Financial Newsletters rated The Scott Letter in the top five fund letters with an 18.0% compound annual return. In 1991, George published with Albert Fredman, Ph.D., Professor Emeritus (Finance), California State University Enrollment  (Fullerton), the 500-page hardback book, Investing in Closed-End Funds: Finding Value and Building Wealth. George has been on the closed-end fund committee of the Investment Company Institute, the trade association for the open-end and closed-end fund industry. He also is a long-standing member of the Richmond Society of Financial Analysts (CFA (Computer Fraud and Abuse Act of 1986) Signed into law in 1986, the CFA was a significant step forward in criminalizing unauthorized access to computer systems and networks. The Act applies to "federal interest computers" that include any system used by the U.S. Virginia) and has been widely quoted in such publications as The Wall Street Journal, Business Week, Financial Times, Kipplingers, Investment News, Mutual Fund Magazine, Investment Advisor Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and and Money as well as many metropolitan newspapers. George has published articles on closed-end funds in both Barron's and Pensions & Investments. He has also been interviewed by various televised investment programs and has presented at numerous conferences around the country. As a value investor, George sees closed-end funds as the best way to take advantage of inefficiencies in the global stock markets. Jonathan L. Chatfield, CFA Jon Chatfield is Portfolio Manager of CEFA's Hybrid Income Portfolio and is also responsible for managing Closed-End Fund Advisors, Inc.'s San Diego office. He shares his talents with Closed-End Fund Advisors as a member of the firm's investment committee, a research analyst, contributing editor for The Scott Letter: Closed-End Fund Report. He is an Investment Advisory Representative primarily focused on our West Coast client base. Jon worked for Closed-End Fund Advisors, Inc. from 1990 -1993 and rejoined Closed-End Fund Advisors, Inc. in August of 2006. In 1990 Mr. Chatfield graduated from University of California The University of California has a combined student body of more than 191,000 students, over 1,340,000 living alumni, and a combined systemwide and campus endowment of just over $7.3 billion (8th largest in the United States). at Davis. In 2000 he received the Chartered Financial Analyst Chartered Financial Analyst (CFA) An experienced financial analyst who has passed examinations in economics, financial accounting, portfolio management, security analysis, and standards of conduct given by the Institute of Chartered Financial Analysts. designation after successful completion of the CFA Institute's rigorous CFA program. He is a member of the CFA Institute and the CFA Society of Los Angeles. From 1990 to 1993 Jon worked for Closed-End Fund Advisors in Santa Barbara, California Santa Barbara is a city in California, United States. It is the county seat of Santa Barbara County, California. As of the 2000 census, the city had a total population of 92,325. , where he served as editor of the monthly Closed-End Fund Digest newsletter and the 5th edition of the book The Complete Guide to Closed-End Funds. In that role he researched funds and assisted with the construction of the firm's model portfolios. From 1994 to 2005 Mr. Chatfield worked for Pritchard, Hubble and Herr, LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , based in St. Petersburg, Florida St. Petersburg (often shortened to St. Pete) is a city in Pinellas County, Florida, United States. The city is known as a vacation destination for North American and European vacationers, as well as a politically important battleground in U.S. Presidential politics. where he served first as an assistant portfolio manager and later as Senior Vice President and Investment Officer. He served on the investment policy committee and was portfolio manager of the firm's Aggressive Growth portfolio and also served as co-manager of the firm's core portfolio. Jon has developed Chatfield Research, the most robust weekly CEF/ETF data service currently available online, which Closed-End Fund Advisors, Inc. uses to aid in the management of its portfolios. Closed-End Fund Advisors, Inc. Website: http://www.cefadvisors.com/ The Scott Letter:http://www.cefadvisors.com/scottletter.html |
|
||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion