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

My Fund Comparison
Initilizing list...

Agenda  |   Venue  |   Speakers  |   Video  |   Photos

Advantages of BDCs for Advisors
Monroe Capital Corporation's CIO, Aaron Peck discusses the opportunity set in BDCs.
How Can Advisors Set Themselves Apart with Closed End Funds
Amy Charles gives an overview of how to sell closed-end funds, as well as how they can be implemented in a business.
What Market Forces are Driving Closed-End Funds
Anne Kritzmire describes the macro environment for closed end funds- with a particular focus on the impending interest rate hike.
How Advisors Can Implement CEFs in their Portfolio
Cara Esser, Senior Analyst at Morningstar, discusses the overall environment for closed end funds - and suggests how advisors can implement CEF's into their practice.
Where is the Energy Market Headed?
For financial intermediary use only. Not for distribution to and/or use by the general public or media.
Collin Bell, Managing Director at Goldman Sachs gives us his view of the energy markets and the backstory to the current energy price fall.
Covering Interest Rate Risk With CEFs
Gregory Mino, Co-Head of Investment Services & Head of Manager Oversight at Nuveen Investments, explains how advisors can handle their interest rate risks with the Fed's looming hikes.
Importance of Total Return in Closed-End Funds
Jon Diorio, Managing Director at BlackRock explains why investors should not forget about total return in a Closed-End Fund and how to incorporate CEFs in portfolios.
Advantages of CEFs for International Exposure
Jonathan Morgan, President & CEO of Canadian General Ivestments, discusses how Closed-End Funds provide international exposure in a liquid vehicle. He believes Closed-End Funds are the best vehicle to receive local management and exposure.
Growth in the Emerging Markets CEF Space
Emerging Markets, especially Asia have been strong performers and closed-end funds provide a great opportunity for managers to pick successful stocks, according to Rennie McConnochie of Aberdeen Asset Management.

Closed-End Funds Mid-year Review 

Axel Merk and Peter Maletis of Merk Investments discuss their outlook and insights on Gold, Precious Metals and Mining for investors concerned about inflation or seeking diversification.


The views and opinions expressed in the replay are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on factors such as market conditions or legal and regulatory developments. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).


Dennis Emanuel
Director ETF & CEF Strategy

Dave Lamb
Managing Director in the Global Products Group

Jonathan Isaac 
Director of Product Management



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

SySys Logo

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

©Thomson Reuters 2017. 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.