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Agenda  |  Video

Real Assets: What You Need to Know About Interest Rates
Larry Antonatos, Managing Director, Portfolio Manager — Brookfield Investment Management

What is the single largest potential benefit of adding a real asset to a portfolio? How would rising interest rates impact investments in real assets? Managing Director, Portfolio Manager – Brookfield Investment Management answers these questions and more.


An Update on REITs and Global Markets
Steven Burton, CO-CIO & Senior Global Portfolio Manager — CBRE Clarion Securities

Co-CIO & Senior Global Portfolio Manager – CBRE Clarion Securities discusses the unique dividend distribution structure of REITs, sharing which global markets in the space interest him.


CEFs: Short-term Pain for Long-term Gain
Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors

How can advisors help investors better understand their portfolio’s securities? How does the idea of "short-term pain for long-term gain" apply to the CEF space? CFA, Head of CEF/ETF Research – Wells Fargo Advisors shares insight.


Interest Rates: Convertible Bond & Closed-end Fund Outlook
Robert Bush, Jr., Senior Vice President — Calamos Investments

With three interest rate hikes already, Senior Vice President – Calamos Investments discusses how convertibles are positioned on the market, his outlook for the CEF space and more.


Forecast: What Rising Interest Rates May Mean for Bond Market
John Calamos, Sr., Founder, Chairman & Global CIO — Calamos Investments

Having earned a reputation as an authority on risk-managed investing, John Calamos, Sr., Founder, Chairman and Global CIO – Calamos Investments, weighs in on quantitative easing and its predicted effects on the market, also discussing possible implications of rising interest rates on the convertible and overall bond market.


A Closer Look at the Canadian Market and Single-Country Funds
Greg Eckel, CFA, CPA, CGA, Senior Vice President & Portfolio Manager — Canadian General Investments, Ltd.

Through an international lens, Senior Vice President & Portfolio Manager – Canadian General Investments, Ltd.examines strengths of the Canadian market, sharing why investors may consider a single-country fund.


Closed-end Funds Through the Market Cycles
Lawrence Hooper, General Counsel & Chief Compliance Officer — Adams Funds

General Counsel & Chief Compliance Officer – Adams Funds talks about potential advantages to the CEF structure during volatile markets, as well as the benefits of harnessing active management in the CEF space.


Income-generating Opportunities: Considering CEFs
Jonathan Isaac, Director of Product Management — Eaton Vance

Vice President, Director of Product Management – Eaton Vance discusses how CEFs may serve as a viable income-generating investment, sharing asset classes where he sees the most opportunity.


Global Fixed Income Market: Opportunity and Outlook
Mark Lindbloom, Portfolio Manager — Western Asset
Where is there opportunity in the global fixed income market? What’s the outlook for global market growth? Here to discuss is Western Asset PM Mark Lindbloom.


Global Growth: Considerations & Outlook
Rennie McConnochie, Head of Global Banks — Aberdeen Asset Management
Head of Global Banks – Aberdeen Asset Management shares his forecast for the global GDP space, sharing factors he considers when assessing global growth.


Convertibles: Who & Why Answered
Barry Nelson, CFA, Partner — Advent Capital Management

Are convertibles a “safer” investment for down markets? Who benefits from convertibles’ structure? Convertible veteran Barry Nelson discusses, sharing some surprising history about 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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