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Not FDIC Insured • Not Bank Guaranteed • May Lose Value For Investment Professional Use Only. Eaton Vance Management
CLOSED-END FUNDS
EATON VANCE ANALYST FORUM
Eaton Vance Analyst Forum: Closed-End Fund Due Diligence
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9:15 A.M. Welcome
Thomas Faust, CFA President and CEO, Eaton Vance Corp. Jonathan Isaac Director, Product & Portfolio Strategy Group
12:30 P .M. Lunch 9:30 A.M. Views of the CIOs
Duncan Richardson, CFA Chief Equity Investment Officer Payson Swaffield, CFA Chief Income Investment Officer
1:30 P .M. Floating-Rate Funds
Craig Russ Director of Credit Analysis, Portfolio Manager Ralph Hinckley, CFA Portfolio Manager
10:30 A.M. Municipal Bond Funds
Cindy Clemson Co-Director of Municipal Investments Craig Brandon, CFA Portfolio Manager
2:15 P .M. Multi-Sector Funds
Andrew Szczurowski, CFA Portfolio Manager
11:15 A.M. Break 3:00 P .M. Equity Dividend Funds
Judy Saryan, CFA Equity Portfolio Manager Aamer Khan, CFA Equity Portfolio Manager John Croft, CFA Director, Investment Grade Credit Research, Portfolio Manager
11:30 A.M. Equity Option Funds
Walter Row, CFA, CMT Portfolio Manager Mike Allison, CFA Portfolio Manager Kevin Amell Portfolio Manager
3:45 P .M. Closing Discussions
Please see the “Important Additional Disclosures” page at the end of this presentation. For exclusive use by analysts attending the Eaton Vance Closed-end Fund Analysts Forum. Not for Use with the Public.