Guest speakers Stephen David and Zach Fichter will be presenting, "Opportunities in Closed End Funds – Positioning for Rate Cuts"

In this Knowledge Circle, Stephen Davis, Closed-end Fund Product Specialist at Nuveen, will provide an overview of closed-end funds, highlighting the features and benefits of the wrapper, how closed-end funds compare to other investment vehicles, and what resources are available to investors that want to learn more. Stephen will discuss recent themes, including leverage costs and distribution increases, and discuss the outlook for the sector.

Competency Level: Foundational

FPA Competency: Critical Thinking

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0