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Agenda | Video
Leveraging Real Assets for Portfolio Diversification
Larry Antonatos, Managing Director — Brookfield Asset Management

Larry explains how real assets can be leveraged for portfolio diversification.


Tariffs, Interest Rates, Bonds: What It All Means for the CEF Space
Eric Boughton, CFA, Portfolio Manager, Chief Analyst - Matisse Capital

Eric discusses CEF discounts and opportunities.


Convertibles, Global Diversification & More
Bob Bush, Senior Vice President, Director of CEF Products — Calamos Investments

In 2018, we've seen increased market volatility and the Fed continues to raise interest rates. Bob discusses the advantages of convertible securities in the current environment and more.


Interval Funds: Leveraging Their Unique Characteristics
Dennis Emanuel, Director of ETF & Closed-End Fund Strategy —ALPS

Dennis discusses the unique characteristics of interval funds, also touching on how they can be leveraged for portfolio diversification.


A CEF Q4 Market Update: Muni Bonds, Equity Funds & More
Jonathan Isaac, Vice President, Director of Product Management — Eaton Vance

With the Fed in a period of increasing interest rates, Jonathan discusses its impact on municipal bond closed-end funds, also touching on advantages of income-oriented equity funds and more.


Interval Funds: A Steadily Growing, Underutilized Market Structure
Michael Kelnosky, Client Portfolio Manager — Tortoise

Growth in the interval funds pipeline has continued in recent quarters. Michael discusses this structure’s distinguishing factors, as well as new opportunities and strategies.


Investor Benefit Feature: Firms with a Long-term Perspective
Janis Kerns, General Counsel, Corporate Secrety and Chief Compliance Officer — Adams Funds

Janis highlights the potential benefits of working with an investment management firm that has a long-term perspective.


A Look at the Canadian Markets: Trade, Mid-year Trends & EM
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.

What are some of the mid-year trends we’re seeing in Canadian markets? Are you finding value in struggling emerging markets as a result? Jonathan weighs in on the issues.


Convertibles: Rising Interest Rates, Volatility & Portfolio Diversification
F. Barry Nelson, CFA, Partner — Advent Capital Management

Barry shares how he thinks convertibles are positioned to perform in this rising interest rate environment. Not to be missed, Barry also makes his case for buying opportunities in this market sector.



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.

LISTEN TO THE PODCAST BELOW:



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).

Featuring:

Moderator:
Dennis Emanuel
Director ETF & CEF Strategy

Dave Lamb
Managing Director in the Global Products Group

Jonathan Isaac 
Director of Product Management

 

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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