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My Fund Comparison
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Agenda  |  Speakers  |  Video



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.






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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