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

My Fund Comparison
Initilizing list...

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.


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.


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.





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


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.