My Fund Comparison
Initilizing list...
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A Look at the Future of Real Assets & Infrastructure Funding
Larry Antonatos, Managing Director, Portfolio Manager — Brookfield Investment Management
Larry discusses the potential benefits of real assets, also touching on how they can be leveraged for income during rising interest rates.
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Portfolio Construction: CEF Edition
Doug Bond, Executive Vice President & Portfolio Manager — Cohen & Steers
How can CEFs be
positioned for diversification in a portfolio? How can investors assess value
in the CEF market? Cohen and Steers' Doug Bond tells all.
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CEFs: Risk, Interest Rates & Specialty Sectors
Mariana Bush, CFA, Head of CEF/ETF Research — Wells Fargo Advisors
Mariana joins the CEFA Advisor Summit to share her outlook on these key issues.
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Finding Value in the Energy Sector
Lawrence Hooper, Vice President, General Counsel & Secretary — Adams Funds
As 2018 continues along, Lawrence Hooper, Vice President, General Counsel & Secretary - Adams Funds, shares his outlook for the rest of the year, discussing where he sees value in the energy sector.
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A Look at Munis, Floating-Rate Marketing & Global Equity Funds
Jonathan Isaac, Director of Product Management & Secretary — Eaton Vance
What does federal legislation mean for muni bonds? How can floating-rate investments be maximized? Jonathan addresses these issues and more.
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Evaluating Global Funds & Emerging Markets
Rennie McConnochie, Head of Global Banks — Aberdeen Standard Investments
Rennie talks risks and benefits in the global market, also touching on his current emerging market outlook.
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Canada: Evaluating Global Markets
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.
From trends in the Canadian market to finding value in global markets, Jonathan Morgan weighs in on key issues.
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Convertibles: Limited Liquidity for Investment Goals
F. Barry Nelson, CFA, Partner — Advent Capital Management (Guggenheim)
When it comes to both equity and reaching investment goals, F. Barry Nelson looks to convertibles as an alternative investment option.
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Municipal Bonds: Active Management, Tax Reform & More
Purva Patel, CIMA®, Senior Vice President, Client Portfolio Manager — Nuveen
Purva discusses where munis are in the modern-day market.
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A Closer Look at MLPs
Ed Russell, Senior Managing Director — Tortoise
Ed reflects on the new benefits of energy and infrastructure investments.
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Why CEFs and What to Expect in 2018
Mike Taggart, CFA, Vice President, Head of CEF Research — Nuveen
Mike explains how closed-end funds (CEFs) can be leveraged for a diversified portfolio, also touching on their other investment applications.
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2018 Outlook from a World Economist
Brian Wesbury, Chief Economist — First Trust
Brian Wesbury talks tax reform, interest rates and more.
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Investing Lesson Learned from Fly-fishing
Brian Wesbury, Chief Economist — First Trust
Brian shares an important investment lesson learned from fly-fishing.
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Resources
abrdn CEF Investor Center
Asset TV — CEF Channel
CEF Connect
Cohen & Steers CEFs Knowledge Center
Harvest — CEFA Channel
Franklin Templeton CEFs
Seeking Alpha — CEFA Channel
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