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Agenda |  Speakers  |  Photos  |  Video

Generating Income Through Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds — Nuveen 

Anne Kritzmire, Managing Director, Closed-End Funds at Nuveen and President of the Closed-End Fund Association explains the benefits of closed-end funds, including their potential to deliver high income. She discusses the diverse asset strategies available and emphasizes the importance of being mindful of market capitalization.

Sector Expectations for 2017
Larry Antonatos, Portfolio Manager & Managing Director — Brookfield Asset Management 

Larry Antonatos, Portfolio Manager and Managing Director at Brookfield Asset Management shares his thoughts on several macro areas of the economy, including interest rates, inflation, oil and gas, and real estate under the present administration.
How to Maintain Success Amid Market Volatility
John Bellows, Portfolio Manager — Western Asset Management 

John Bellows, Portfolio Manager at Western Asset Management comments on the tumult of the past few months and how he ensured his portfolios continued to perform well despite the volatility. He discusses whether he thinks inflation is a threat at the moment and explains some of the benefits of fixed income.

Global Economic Growth and the Search for Value
Christopher Kilpatrick, Portfolio Manager  — Western Asset Management (Legg Mason)

Christopher Kilpatrick, Portfolio Manager at Western Asset Management shares his expectations for global economic growth. He also discusses some sectors where investors can find value and the opportunities in emerging markets.

Municipal Bond Market Outlook
Purva Patel, SVP, Client Portfolio Manager — Nuveen Investments

Purva Patel, SVP, Client Portfolio Manager at Nuveen Asset Management gives her outlook for the municipal bond market and discusses the three things that prompted the municipal market selloff after the U.S. election. She also shares her insight on policy areas investors should watch.

Changes in the Energy Sector
Brian Sulley, Director, Client Portfolio Manager — Tortoise Capital Advisors

Brian Sulley, Director, Client Portfolio Manager at Tortoise Capital Advisors discusses what changes in the energy sector mean for investors. He also comments on the sustainability and viability of the MLP structure and the midstream business model.

Taking Advantage of Closed-End Funds
Stephen Minar, Vice President — BlackRock

Stephen Minar, Vice President, Closed-End Funds at BlackRock reflects on the health of fundamentals in the credit market and the attractive yields in these markets. He also discusses how investors can take advantage of closed-end funds in their portfolios.

The Benefits of Closed-End Funds
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.

According to Jonathan Morgan, CEO and President of Canadian General Investments, the closed-end fund isn’t really an asset class - it’s a structure. He shares some of the benefits this structure offers to investors, and comments on opportunities for income and portfolio diversification.

The Success of Convertible Securities
F. Barry Nelson, CFA, Partner — Advent Capital Management

F. Barry Nelson, Partner at Advent Capital Management explains the success of convertibles over time. He also comments on the potential changes under the new presidential administration and rising interest rates.



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