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Investment Planning Knowledge Circle: Opportunities in Closed End Funds – Positioning for Rate Cuts

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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.



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Investment Planning Knowledge Circle: Opportunities in Closed End Funds
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available