Income Solutions Using Closed-End Funds (CEF) – Rareview Capital – 1.25.17

Summary:

Now On Demand.

Closed-End Funds have long been valued for the potential to provide attractive income. Through the latest generation of asset allocation techniques, our proprietary methodology of valuing Closed-End Funds, and an active approach to cash management and portfolio hedging, we will show you how to add regular income to your portfolio with Closed-End Fund strategies.

On this educational webcast we will discuss the following:

• Current State of the Closed-End Fund Market
• 5 Timely, Key Variables for the Closed-End Fund Market
• How to Add Inflation Beta to an Equity-Bond Portfolio
• Quarterly Investment Outlook, Including Closed-End Fund Sector Valuations and Portfolio Positioning

Speaker:

Neil Azous is the Founder, Managing Member and Chief Investment Officer of Rareview Capital. Neil has two decades of experience across the financial markets. Prior to founding Rareview Capital, Neil was a Managing Director at Navigate Advisors where he specialized in constructing portfolios and advising on risk. On Wall Street, his career included roles at UBS Investment Bank and Donaldson Lufkin & Jenrette, where his responsibilities comprised of trading derivatives, hedging solutions, asset allocation and fundamental securities analysis. He began his career at Goldman Sachs in Fixed Income, after completing both the firm’s Analyst and Associate training programs. Neil completed graduate level coursework for a MS in Real Estate at New York University and received his BA in Business Administration from the University of Washington, where he is a member of the University of Washington Bothell Board of Advisors and was the recipient of the Bothell Business School 2013 Distinguished Undergraduate Alumnus Award. He is active in various charity and community organizations.