Fund Companies Rights Offerings Managed Distributions Leveraged Funds IPOs Asset Classes CEF Advisors

My Fund Comparison
Initilizing list...




Asset TV Videos from the Latest Advisor Summit Event —Ft. Lauderdale
What a Trump Presidency Means for Infrastructure and Real Estate
Larry Antonatos, Managing Director & Portfolio Manager — Brookfield Investment Management

Larry Antonatos, Managing Director and Portfolio Manager at Brookfield Investment Management delves into three major industry topics since Trump’s election: interest rates, the impact of a Trump presidency on infrastructure, and the impact on the real estate market.


Insights into Real Estate Trends
Steven Burton, CFA, Co-CIO & Senior Global Portfolio Manager — CBRE Clarion Securities

Steven Burton, CFA, Co-CIO & Senior Global Portfolio Manager at CBRE Clarion Global Real Estate Income Fund talks about the difference between closed-end and opened-end funds and how those differences can help portfolio managers assist their clients. Burton also speculates on the future of the real estate market and provides his insight into potential opportunities.


Exploring CEF Alternatives
Mariana Bush, Head of CEF/ETP Research — Wells Fargo Advisors

Mariana Bush, Head of CEF/ETP Research at Wells Fargo Advisors talks about some of alternatives that are available in CEFs, such as real estate and infrastructure. Mariana also shares the kinds of metrics that can be used when considering a CEF including, but not limited to, dividend stability, portfolio exposure, and leverage.


Investing for Higher Yield
Gary Herbert, CFA, Portfolio Manager & Head of Global Credit — Brandywine Global (Legg Mason)

Gary Herbert, CFA, Portfolio Manager & Head of Global Credit at Brandywine Global (Legg Mason) talks about the benefits of encouraging clients to bear higher risks in their investments, leading to potentially higher yield. Gary also comments on the exciting opportunities in emerging markets in the new year, despite the current level of pessimism.


Pursuing Strategies in Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products — Nuveen Investments

Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products at Nuveen Investments discusses the outlook for closed-end funds, and how structure can benefit portfolio managers as well as investors. Anne also offers her insight on finding stability in an ever-volatile CEF market.


Value and Opportunity in CEFs
Stephen Minar, Vice President — BlackRock

While closed-end funds are traditionally less liquid than other investments, this year’s election results and the potential for rising interest rates may have a significant effect on the space. Stephen Minar, Vice President at BlackRock, shares his outlook for closed-end funds and comments on the significance of fiscal policy heading into 2017.


What Canada Faces After the U.S. Election
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.

There have been a lot of questions surrounding the effect a Trump presidency will have on both the U.S. and global markets. Jonathan Morgan, President & CEO of Canadian General Investments, Ltd. discusses what both the pros and cons of a Trump Presidency might be for Canada’s economy.


The Future of Convertibles
F. Barry Nelson, CFA, Partner — Advent Capital Management

F. Barry Nelson, CFA, Partner at Advent Capital Management discusses the future of convertibles post-election season, highlighting the fact that change is inevitable. Barry also points out that despite the uncertainty of the future, there will be both risk and opportunity in market volatility and shares his insight into the best way to minimize that risk heading into 2017.




Finding Income in a Low Yield Environment
Anne Kritzmire, Managing Director of Closed-End Funds & Global Structured Products — Nuveen

Anne discusses the trends of finding income and cash flow. Anne comments on how advisors can better help clients with support from their firms and sponsors.


Key Concepts About Closed-End Funds
Anne Kritzmire, Managing Director of Closed-End Funds & Global Structured Products — Nuveen

Anne shares what she sees as the most important message advisors need to know about closed-end funds and the four key concepts to understand



Asset TV Videos from the Latest Advisor Summit Event — New York
Crucial Point in Closed-End Funds
Frank Abella, Jr., President & CEO — Investment Partners Group

With Fed involvement in securities markets creating a lot of mispriced assets, we are at a very crucial point in the investment cycle worldwide. Frank J. Abella, Jr., President and CEO of Investment Partners Group comments on the impact this scenario is having on the closed-end fund space and compares the reactions of equity investors and fixed income investors when interest rates rise.


Utilizing the Closed-End Fund Structure
Larry Antonatos, Managing Director, Portfolio Manager — Brookfield Investment Management

In the closed-end fund structure there aren’t the usual inflows and outflows, which can make the funds appealing to many investors. Larry Antonatos, Managing Director, Global Equities at Brookfield Investment Management talks about some of the interesting investment strategies utilizing the closed-end fund structure and explains how interest rate movements can significantly affect real assets due to their short-term sensitivity.


Finding Alternative Assets with Closed-End Funds
Robert Bush, Jr., Senior Vice President — Calamos Investments

In today’s market, many people are looking for different alternative asset investment ideas. Robert Bush Jr., Senior Vice President at Calamos Investments offers his insight into closed-end funds and how they can provide income for investors.


Clarifying Closed-End Funds
Mariana Bush, CFA, Head of CEF/ETP Research — Wells Fargo Advisors

Closed-end funds can sometimes be confusing to investors. Mariana Bush, Head of Closed-End and Exchange-Traded Fund Research at Wells Fargo Advisors, shares some of the questions she hears the most regarding closed-end funds and explains the benefits of attending conferences such as the CEFA Advisor Summit.


The Pros and Cons of Closed-End Funds
Jon Diorio, Managing Director — BlackRock

Given the low-yield, low-return environment we are currently in, closed-end funds can have an important part in investors’ portfolios. Jonathan Diorio, Managing Director – Product Management at BlackRock provides his insight on some of the benefits of investing in closed-end funds and comments on the potential risk.


Common Themes Surrounding Closed-End Funds
Jonathan Isaac, Vice President, Director of Product Management — Eaton Vance

Jonathan Isaac, Director of Product Management at Eaton Vance shares some of the themes he sees in the closed-end fund space and comments on some the questions he hears most from clients during the CEFA Advisor Summit.


Uncertainty & Opportunity
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products — Nuveen

With all of the new DOL regulations, many advisors are faced with a lot of uncertainty. Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products at Nuveen talks about some of the concerns she is hearing from advisors and discusses some of the ways closed-end funds can address their needs.


Staying Focused on Total Return
Chris Larsen, Manager, Closed-End Funds — Legg Mason

In the current low-rate environment, even if the Fed raises rates in the near future, the income generated from closed-end funds is still attracting more investors than many of the other vehicles. Chris Larsen, Manager – Closed-End Funds at Legg Mason, shares his two takeaways from the CEFA Advisor Summit where he opens up about the income potential of closed-end funds and the importance of a focus on total return, and shares his outlook for the MLP market.


Trends in Closed-End Fund Industry
Patrick Maldari, CFA, Senior Investment Specialist — Aberdeen Asset Management

One of the major concerns of closed-end fund investors is higher short-term interest rates especially on the fixed income side. Patrick Maldari, Senior Portfolio Manager, Global Fixed Income at Aberdeen Asset Management discusses this and other trends he sees in both his company’s funds and those in the closed-end fund space in general. Patrick also shares his insight into where he sees the biggest discounts and opportunities and comments on the emerging market space.


Finding Income Through Closed-End Funds
Stephen Minar, Vice President — BlackRock

If you ask most investors, they will tell you that there is fairly large need for income in today’s market. Stephen Minar, Vice President, Closed-End Funds at BlackRock explains why closed-end funds can be a great way to fill that need, providing his insight into the various CEF investment strategies.


Closed-End Funds in Canada
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.

One can claim that closed-end funds are really a structure with a whole bunch of asset classes underneath. Jonathan Morgan, President of Canadian General Investments discusses why sometimes they can be the best structure for a particular asset class and shares his insight into where to find income, particularly in the Canadian CEF space.


Convertible Bonds Yield High Total Return
F. Barry Nelson, CFA, Partner — Advent Capital Management

Providing income to investors has become a seemingly impossible endeavor in today’s market. F. Barry Nelson, CFA, Partner at Advent Capital Management, LLC comments on the causes behind this difficult trend, including extremely low yield and zero to negative interest rate policies, and offers some hope through convertible bonds.


Finding Income Through Equities
Peter Vanderlee, CFA, Managing Director, Portfolio Manager — ClearBridge Investments (Legg Mason)

In this market, the search for income is growing wider and wider as it’s becoming increasingly difficult to find. Peter Vanderlee, CFA, Managing Director, Portfolio Manager at ClearBridge Investments shares some of the ways in which fixed income is not living up to investor expectations while equities are proving to be more of a help to investors.



The Korea Fund, Inc.
Outlook on the rebound of Emerging Markets
Raymond Chan says fears of another ’97-’98 Asian crisis are overblown: Asia may be in a prolonged economic slowdown, but China’s economic tinkering and Japan’s commitment to reform should end up stabilizing the markets.
View Video >>




Asset TV Videos from the Latest Advisor Summit Event — Washington D.C.
Doug Baker
Defending Against Rising Rates
Doug Baker, Senior Vice President & Portfolio Manager — Nuveen Asset Management

Douglas Baker of Nuveen Asset Management highlights some strategies to fight the threat of rising rates such as floating rate products and he also takes a deeper dive into preferred securities and how investors can use those to protect against rate risks.

Mariana Bush
Importance of Yield in Closed End Funds
Mariana Bush, Head of CEF/ETP Research — Wells Fargo Advisors

Mariana Bush, Head of CEF/ETP Research at Wells Fargo Advisors, explains the importance of yield and cash flow in CEFs and how the use of leverage in CEFs increases volatility, something that can be a double edge sword.


Income Streams in Closed-End Funds
Jonathan Isaac, Vice President and Director of Product Management — Eaton Vance

Jonathan Isaac, Vice President and Director of Product Management at Eaton Vance, explains the importance of advisor education for Closed-End Funds and how to properly value total return and including income in the funds.


Key Factors When Considering Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Structured Products — Nuveen Investments

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.

Stephen Minar
Trends and Strategies Within the Closed-End Fund Space
Stephen Minar, Vice President — BlackRock

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.

F Barry Nelson
The Benefits of Investing in Convertible Securities
F. Barry Nelson, Partner — Advent Capital Management

F. Barry Nelson, Partner of Advent Capital Management provides his insight on the outlook for convertible securities within the current economic environment and shares some potential opportunities within the space.

 

How Investors Can Profit from Closed-End Quirks
asset.tv Masterclass

As investors clamor for yield in a low-interest world, many are turning to closed-end funds, whose unique structure permits portfolio managers to remain fully invested, gives them wider investing latitude, and lets them use leverage to boost returns. Hear four experts discuss the investment opportunities and risks in closed-end funds.

Speakers:
Piers Currie, Group Head of Brand at Aberdeen Investment Management
Jon Diorio, Director of CEFs at BlackRock
Chris Larson, Director of CEFs at Legg Mason Global Asset Management
Anne Kritzmire, Managing Director of CEFs at Nuveen Investments


CEF Education Series | Nuveen Investments

Select videos are posted with permission from Nuveen Investments, Inc., Copyright 2014. All rights reserved. Nuveen Investments, Inc., 333 West Wacker Drive, Chicago, IL 60606.



Closed-End Funds Roundtable
A conversation with industry leaders about:

  • Dispelling myths and misconceptions about CEFs
  • Benefits of the closed-end capital structure
  • Areas of potential investment opportunity

  • Anne Kritzmire, Managing Director
    Alison duPont, Senior Marketing Manager
    Jon Diorio, Director
    Ed Russell, Managing Director


    Resources

    Aberdeen Closed-End TV

    Asset TV - CEF Channel

    CEF Connect

    Bonds

    REITs

    Seeking Alpha CEF Articles

         
    SySys Logo

    Lipper Logo
    Powered by a SySys data & content management system.

    ©Thomson Reuters 2011. All rights reserved. Any copying, republication or redistribution of Lipper, a Thomson Reuters company, content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper, a Thomson Reuters company. Lipper, a Thomson Reuters company shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.