CEF REITs: The Growing and Global Appeal of Real Estate
CBRE Clarion Securities
Steve Burton, CFA
Co-Chief Investment Officer & Senior Global Portfolio Manager
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A conversation with Steve about:
• Why incorporating real estate in your portfolio
• Outlook and areas of opportunity
• Active vs. passive investing in REITS
• Benefits of the CEF structure when investing in REITs
Steve has 32 years of real estate investment management experience. He is co-chief investment officer and a member of CBRE Clarion Securities’ management committee. In addition, Steve is a senior global portfolio manager and co-leader of the European real estate securities research team.
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Themes, Trends and Opportunities in Emerging Markets
Aberdeen Asset Management
Rennie McConnochie
Head of Global Banks
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A conversation with Rennie about:
• Positive developments in the emerging markets (EM)
• Outlook and areas of opportunity
• Active vs. passive investing in EM
• Benefits of the CEF structure when investing in EM
Rennie has 30 years of experience in the investment industry. He is head of the Global Banks distribution channel at Aberdeen and also country head of Switzerland. Before joining Aberdeen, Rennie was a partner at RP Capital, an investment advisory company specializing in emerging markets, CEO of Bridgewell PLC, an investment bank in London, and previously responsible for the European equity business and investment research at Merrill Lynch.
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A Growing CEF Opportunity in Real Assets and Alternatives?
Brookfield Asset Management
Larry Antonatos
Managing Director & Portfolio Manager
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A conversation with Larry about:
• Reasons for including real assets in your portfolio
• Outlook and implications of a changing market environment
• An active vs. passive management approach
• Potential opportunities for CEF investors
Larry has over 25 years of experience and is a portfolio manager on the Real Assets Solutions team for Brookfield’s Public Securities Group. He oversees the portfolio construction process, including execution of asset allocation.
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Opportunities in Fixed Income CEFs
Western Asset
Chris Kilpatrick
Portfolio Manager
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A conversation with Chris about:
• Areas of opportunity for CEF investors
• Investment approach in a rising rate environment
• Using leverage to generate additional income
• Trends in the levels of CEF discounts and premiums
Chris is a portfolio manager and part of Western’s team-based approach to managing their funds. He joined Western Asset in 2003, with prior experience at PIMCO and GMAC Mortgage Corp.
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Outlook: Fixed Income Investing After the Fed Rate Increase
Western Asset
John Bellows, PhD, CFA
Portfolio Manager
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A conversation with John about:
• Reasons for the interest rate hike by the Federal Reserve
• Fixed income and economic outlook
• Portfolio construction and diversification
• Impact on CEF investments
John is a portfolio manager, and a member of the Western Asset’s U.S. Broad Strategy Committee and the Global Investment Strategy Committee. Prior to joining Western Asset, John served in high-level advisory positions with the U.S. Department of Treasury.
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Energy MLPs: Looking Beyond the Headlines
ClearBridge Investments
Chris Eades
Managing Director & Portfolio Manager
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A conversation with Chris about:
• The Trump presidency and other factors influencing the MLP space
• Outlook and trends in the energy market
• Benefits of using the CEF structure with MLPs
Chris joined ClearBridge in 2007 and has 24 years of investment industry experience. He co-manages multiple energy MLP strategies.
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Outlook for Small-Caps: Value, Active Management & CEFs
The Royce Funds
Francis Gannon
Co-Chief Investment Officer & Managing Director
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A conversation with Francis about:
• The dramatic rebound in small-cap stocks in 2016
• The outlook and opportunities in 2017
• Active management in a value-lead market
• Why the CEF structure is good for small-caps
Gannon joined Royce Funds in 2006 and has more than 24 years of industry experience. He serves as the co-chief investment officer and is a member of the executive leadership team at Royce.
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Income Investing in the Emerging Markets
Diversifying Beyond Traditional Fixed Income Exposures
Western Asset
Chia Liang Lian, CFA
Head of Emerging Market Debt
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A conversation with CL about:
• 2017 emerging markets (EM) fixed income outlook
• Potential impact of the U.S. presidential election and trade agreements
• Trends in the EM
• An active vs. passive investment strategy in the EM
CL Lian joined Western Asset, one of the world's largest fixed income managers, in 2011 and has more than 20 years of experience investing in the emerging markets.
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Demystifying the Complexities of Investing in CEFs
Practical Insight Into Timely Financial Concerns
Investment Partners Group
Frank Abella, President & CEO
Gregg Abella, AIF®, Co-Princpal & Portfolio Manager
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Frank and Gregg discuss:
• The many options available to take advantage of the CEF structure
• Their selection process and what to keep in mind when analyzing CEFs
• A comparison of CEFs with ETFs and open-end mutual funds
Investment Partners Asset Management is a registered investment adviser and a fee-based advisory firm based in New Jersey.
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Generating Income: Why Global Bonds?
Brandywine Global
Gary Herbert, CFA
Portfolio manager & Head of Global Credit
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A conversation with Gary about:
• Delivering value to investors in a challenging market environment
• Managing currency exposure and outlook
• Why using a CEF to access global bond markets
• Discount trends in global bond CEFs
Gary is head of the Global Credit team and manage a select group of global credit strategies. He joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience.
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A Closer Look at Canada – Investment Opportunities North of the Border
Morgan Meighen & Associates
Jonathan Morgan
Executive Vice President
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A conversation with Jonathan about:
• Investment opportunities in Canada
• Outlook for the Canadian markets, economy, and currency
• Why using an actively managed CEF vs. a passive strategy in Canada
A Principal of the firm, Jonathan’s responsibilities include investor relations, portfolio management, security analysis, strategic planning and business development.
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Opportunities for Finding Income
ClearBridge Investments
Peter Vanderlee, CFA
Managing Director & Portfolio Manager
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Peter highlights:
• Where he sees opportunity for income
• Why investors should care about companies that pay dividends
• What sectors look attractive
• Why using a closed-end fund structure
Peter is a member of the Income Solutions team and co-manages the Dividend Strategy products. He joined a predecessor firm of ClearBridge Investments, an independent affiliate of Legg Mason, in 1999.
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Investing in Healthcare and Biotechnology
TEKLA Capital Management LLC
Daniel R. Omstead, PhD
President & Chief Executive Officer
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Dan discusses:
• The appeal of the biotechnology sector
• Opportunities in pre-public venture companies
• The Affordable Care Act and other factors influencing healthcare investing
• Why TEKLA is using a closed-end fund structure
Daniel joined TEKLA in 2000 and is also president of Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Heathcare Fund. Previously, he spent 21 years in the biotechnology and pharmaceutical industries.
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CEFA Conference Call
December 9, 2015
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Featuring:
• Jon Diorio, BlackRock
• Cara Esser, Morningstar
• Anne Kritzmire, Nuveen Investments
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An Outlook on the U.S. Energy Renaissance
Goldman Sachs Asset Management
Kyri Loupis
Managing Director & Portfolio Manager
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Kyri discusses:
• A review of the Energy sector
• Implications to each part of the value chain due to the decline in oil prices
• Long-term outlook for oil and energy infrastructure
• Potential benefits of using an MLP CEF
Kyri is the Head of Energy and Infrastructure team and oversees investing in the Master Limited Partnership (MLP) and MLP-related sectors. Kyri joined Goldman Sachs in 2009 to create and launch a dedicated MLP investment platform. Full Bio
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An Invitation to the Advisor Summit
Anne Kritzmire
Managing Director, Closed-End Funds & Global Structured Products
Nuveen Investments
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Anne discusses:
• Benefits of attending the Advisor Summit
• A closer look at the event agenda
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Tap the Potential of the Korean Economy
Allianz Global Investors / The Korea Fund Inc.
Jenny Ng
Vice President & Product Specialist - Asian Strategies
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Jenny discusses:
• The outlook for the Korean economy and market
• Korea’s changing dividend culture
• Why using a CEF vs. ETF to access emerging markets and single country strategies
Jenny covers Asian equity and fixed-income strategies for Allianz Global Investors. Jenny has over 14 years of experience in the financial services industry. She joined Allianz in 2005 in the Hong Kong office and moved to San Francisco in 2010.
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A Closer Look at Business Development Companies
Prospect Capital Corporation (PSEC)
Grier Eliasek
President and Chief Operating Officer
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Grier discusses:
• Similarities and differences between CEFs & BDCs
• An overview of Prospect Capital
• Why consider investing in a BDC
Grier is responsible for leading the Prospect team of professionals in the origination and assessment of investments.
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