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CEF Insights: Convertibles - Upside Participation, Downside Protection
F. Barry Nelson, Partner and Senior Advisor with Advent Capital Management joins the Closed-End Fund Association to discuss convertible securities and the potential for equity-like returns with downside protection.


Advent Capital Management
Barry Nelson
Partner and Senior Advisor — Advent Capital Management


CEF Quarterly Review: July Interview - Tom Roseen
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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CEF Insights: StoneCastle – Opportunities in the Bank Sector
Sanjai Bhonsle, Chairman and Chief Executive Officer of StoneCastle Financial Corp (“BANX”) and the Closed-End Fund Association discuss income solutions for investors and the opportunities in the banking sector.


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Sanjai Bhonsle
Chairman & CEO - StoneCastle Financial Corp


CEF Quarterly Review: April Interview - Tom Roseen
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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CEF Monthly Review: March Interview - Tom Roseen
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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CEF Monthly Review: February Interview - Tom Roseen
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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CEF Monthly Review: January Interview - Tom Roseen
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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CEF Monthly Review: December Interview - Tom Roseen
Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.


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Refinitiv Lipper
Tom Roseen
Head of Research Services

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CEF Insights: Looking for Technology Exposure, Think Taiwan
Corrina Xiao, Portfolio Manager with Allianz Global Investors, and the Closed-End Fund Association discuss the outlook for Taiwan and their robust technology sector as well as the advantages of local market knowledge for investors.


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Allianz Global Investors
Corrina Xiao
Portfolio Manager


CEF Insights: Time for Gold & Gold Miners in a Volatile Environment
Axel Merk, President & Chief Investment Officer with Merk Investments and the Closed-End Fund Association discuss the outlook for gold and gold miners in this volatile economic environment.


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Merk Investments
Axel
President & Chief Investment Officer


CEF Insights: Time to Look Outside the U.S. for Fixed Income
Rod Davidson, Head of Fixed Income Investment Specialists with Aberdeen Standard, and the Closed-End Fund Association discuss the outlook and opportunities for fixed income markets outside of the U.S.


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Aberdeen Standard
Rod Davidson
Head of Fixed Income Investment Specialists


CEF Insights: Real Assets – Predictable Cash Flows in Volatile Markets
Larry Antonatos, Portfolio Manager & Head of Real Asset Solutions with Brookfield, and the Closed-End Fund Association discuss the outlook and opportunities for allocations to real asset sectors in a portfolio.


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Brookfield
Larry Antonatos
Portfolio Manager & Head of Real Asset Solutions


Market Update ft. Dennis Emanuel (May 5, 2020)
Dennis Emanuel, a closed-end fund expert and founder of A.E.D. Fund Solutions LLC. and the Closed-End Fund Association discuss the week ended May 2 and outlook in the current market as part of CEFA’s CEF Insights podcast series.


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A.E.D. Fund Solutions LLC


Dennis Emanuel
Closed-End Fund Expert & Founder


Managing Through Volatility with Closed-End Funds
Rennie McConnachie, Head of Global Banks and Josh Duitz, Portfolio Manager with the Global Equity team with Aberdeen Standard and the Closed-End Fund Association discuss managing the volatility among closed-end funds and identifying opportunities in the current market as part of CEFA’s CEF Insights podcast series.


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Aberdeen Standard Investments
Rennie McConnochie
Head of Global Banks
Josh Duitz
Portfolio Manager

Accessing Private Securities in Real Asset Markets
Ben Rotenberg, portfolio manager with Principal and the Closed-End Fund Association discuss the potential for interval funds to provide access to private securities in the real assets sectors.


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Principal
Ben Rotenberg
Portfolio Manager

Gold Mining Companies – Finding Diversification
Axel Merk and Peter Maletis from Merk Investments and the Closed-End Fund Association discuss the potential for gold mining companies to provide portfolio diversification at this point in the market cycle.


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Merk Investments
Axel Merk
President & Chief Investment Officer

Peter Maletis
Vice President, Gold & Precious Metals Research

Energy Infrastructure & MLPs — are we turning a corner?
Jeff Jorgensen, Portfolio Manager and Director of Research with the Energy Infrastructure Securities team at Brookfield Public Securities Group and the Closed-End Fund Association discuss the fundamentals and opportunity in the energy infrastructure and MLP space after a difficult period for the sector.


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Brookfield Public Securities Group
Jeff Jorgensen
Portfolio Manager & Director of Research, Energy Infrastructure Securities

 

Resources

Aberdeen Closed-End TV

Asset TV — CEF Channel

CEF Connect

Cohen & Steers CEFs Knowledge Center

Harvest — CEFA Channel

Legg Mason CEFs

Seeking Alpha — CEFA Channel


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