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Welcome November 7, 2012 Not FDIC Insured Not Bank Guaranteed May - PowerPoint PPT Presentation

CLOSED-END FUNDS EATON VANCE ANALYST FORUM Welcome November 7, 2012 Not FDIC Insured Not Bank Guaranteed May Lose Value For Investment Professional Use Only. Eaton Vance Management Eaton Vance Analyst Forum: Closed-End Fund Due


  1. CLOSED-END FUNDS EATON VANCE ANALYST FORUM Welcome November 7, 2012 Not FDIC Insured • Not Bank Guaranteed • May Lose Value For Investment Professional Use Only. Eaton Vance Management

  2. Eaton Vance Analyst Forum: Closed-End Fund Due Diligence 9:15 A.M. Welcome 12:30 P .M. Lunch Thomas Faust, CFA President and CEO, Eaton Vance Corp. Jonathan Isaac Director, Product & Portfolio Strategy Group 9:30 A.M. Views of the CIOs 1:30 P .M. Floating-Rate Funds Duncan Richardson, CFA Craig Russ Chief Equity Investment Officer Director of Credit Analysis, Portfolio Manager Payson Swaffield, CFA Ralph Hinckley, CFA Chief Income Investment Officer Portfolio Manager 10:30 A.M. Municipal Bond Funds 2:15 P .M. Multi-Sector Funds Cindy Clemson Andrew Szczurowski, CFA Co-Director of Municipal Investments Portfolio Manager Craig Brandon, 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 3:45 P .M. Closing Discussions Walter Row, CFA, CMT Portfolio Manager Mike Allison, CFA Portfolio Manager Kevin Amell Portfolio Manager 2 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.

  3. Web Enhancements CLOSED-END FUNDS 3 EATON VANCE ANALYST FORUM 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.

  4. Web Enhancements CLOSED-END FUNDS 4 EATON VANCE ANALYST FORUM 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.

  5. Web Enhancements CLOSED-END FUNDS 5 EATON VANCE ANALYST FORUM 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.

  6. New Materials CLOSED-END FUNDS 6 EATON VANCE ANALYST FORUM 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.

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