The Search for Income in Closed End Funds – Aberdeen Standard Investments – 11.19.19

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Summary:

Now On Demand.

Accessing specialized asset classes via Closed-End Funds (CEFs) is becoming more popular with advisors as they look to uncover alternative income solutions. Understanding the benefits and nuances of CEF instruments as well as their niche investment strategies is critical to proper due diligence. In this discussion, we’ll examine several CEF options from a bottom up and top down asset allocation standpoint. Join Senior Vice President, Global Equities Josh Duitz as he aims to answer advisors’ most popular questions:

  • Untapped income opportunities
  • Evaluating CEFs by asset class and by strategy
  • How CEFs compare to traditional funds and ETFs
  • Incorporating CEFs in client portfolios


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Speakers:
Speaker Prfile Image Christian Pittard
Global Head of Product Opportunities
Aberdeen Standard Investments

Christian Pittard is Group Head of Product Opportunities. Christian joined Aberdeen Standard Investments as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. From 2005 to 2007 he was Head of North American funds based in the US. Prior to that he was a Managing Director of Aberdeen’s business in Jersey, Channel Islands having joined Aberdeen in 1998. Christian is qualified as a Chartered Accountant and a fellow of The Securities Institute by Diploma. He has experience in launching and servicing both closed and open ended funds in Europe and the US. Christian graduated with a BSc (Hons) Degree in Economics from Southampton University.
Speaker Prfile Image Dan Buchanan
Senior Business Development Manager, Exchange Traded Products
Aberdeen Standard Investments

Dan Buchanan is a Senior Business Development Manager at Aberdeen Standard Investments. Dan is responsible for distribution of exchange-traded products: closed-end funds and exchange-traded funds in the U.S. and Canada. Dan joined Aberdeen Standard Investments in 2018 from ETF Securities (U.S.) where he was served as Director of Sales for the Eastern U.S. Previously, Dan worked at Quincy Capital Partners, Infinity Capital Partners, Guggenheim Investments and MFS Investment Management. Dan graduated with a BA in History from Saint Anselm College and an MBA in Finance/Entrepreneurship from the F.W. Olin Graduate School of Business at Babson College.
Speaker Prfile Image Josh Duitz
Senior Vice President, Global Equities
Aberdeen Standard Investments

Josh Duitz is Senior Vice President in the Global Equities Team at Aberdeen Standard Investments. Josh is responsible for managing Aberdeen Global Infrastructure Fund, Aberdeen Total Dynamic Dividend Fund, Aberdeen Global Dynamic Dividend Fund and the Aberdeen Dynamic Dividend Fund ( AIFRX, AOD,AGD and ADVDX). Josh joined Aberdeen Standard Investments in 2018 from Alpine Woods Capital Management where he was a Portfolio Manager. Previously, Josh worked for Bear Stearns where he was a Managing Director, Principal and traded international equities. Prior to that, Josh worked for Arthur Andersen where he was a senior auditor. Josh graduated from The Wharton School of the University of Pennsylvania and received his MBA with Honors. He received his BBA from Emory University. Josh received his CPA in 1994 which is now inactive.

Overview:
Title: The Search for Income in Closed End Funds
Date: Tuesday, November 19, 2019
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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