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Agenda  |  Speakers  |  Photos  |  Video


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.






Resources

Aberdeen Closed-End TV

Asset TV - CEF Channel

CEF Connect

Bonds

REITs

Seeking Alpha CEF Articles
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