Key Factors When Considering Closed-End Funds
Anne Kritzmire, Managing Director at Nuveen Investments, explains what investors should consider when looking at closed end funds and she provides an outlook for the industry in the near future.
Trends and Strategies Within the Closed-End Fund Space
Stephen Minar, Vice President of BlackRock talks about distributions within closed-end funds and shares his outlook on volatility and growth within the space. Stephen also comments on the consolidation trend happening within closed-end funds and how it is effecting liquidity.
CEFA to Host New York Advisor Summit
In partnership with 12 member fund firms, the Closed-End Fund Association (CEFA) is hosting its 11th Advisor Summit on closed-end funds. At the event, Keynote Speaker Rob Kapito, Founder and President of BlackRock, is set to address industry trends and innovation.
Return of Capital in CEFs
Closed-end fund distributions that are classified as return of capital can be confusing. This research report highlights what investors should consider when evaluating return of capital in CEFs.
Tortoise Talk July 2016
The first half of the year has been an exceptionally interesting time in the energy sector. Rarely have we seen two consecutive quarters with such strikingly different results.
Tortoise Capital Advisors
Closed-End Funds Defy Conventional Wisdom on Yields and Discounts
Valuation and income potential are good places to start when evaluating closed-end funds. However, as this research analysis shows, the draw of high yields and deep discounts can distract investors from other factors that may have a larger impact on returns in the long run.
Cohen & Steers
Advisor Summit on Closed-End Funds
Wednesday, September 14
New York, NY
• The Role and Benefits for Today's Investor
• Generating and Managing an Income Stream
• Alternative Strategies in the CEF Space
• Finding Value and Opportunities in CEFs
• Trends and Innovation: An Industry Perspective
CONFERENCE CALL REPLAY
Finding Value and Opportunities in CEFs
Strategies to help navigate volatile market conditions
Moderator: Jon Diorio — BlackRock
Will Korver — Guggenheim
Chris Larsen — Legg Mason
Mike Taggart — Nuveen Investments
LISTEN TO CALL REPLAY
The Who, Why & How of Social Media
Presented by CEFA in partnership with Hearsay Social
Victor Gaxiola — Hearsay Social