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Advisor Summit on Closed-End & Interval Funds - Replays Now Available

Advisor Summit on Closed-End & Interval Funds

Catch up on the Advisor Summit with discussion replays offering the latest insights into closed-end and interval funds. Listen as leading industry experts and portfolio managers share views on income strategies, the market outlook, and more across equity, fixed income, and interval funds.

Discussion Replays

Accordion using details

Interval Funds - Finding Access, Income & Diversification -- LISTEN NOW

Catch up on interval funds with views on income strategies and the market outlook from industry experts.

Featuring

Jeff Margolin, First Trust Philip Bauer, Calamos Investments Nicholas Heilbut, Future Standard

Jeff Margolin

Senior Vice President and Closed-End Fund Analyst

First Trust


Philip Bauer, CFA, CAIA

Senior Vice President, Portfolio Specialist

Calamos Investments



Nicholas Heilbut

Managing Director, Portfolio Manager, and Director of Research

Future Standard

First Trust Calamos Future Standard
Strengthening Income Portfolios with Equities & Preferreds -- LISTEN NOW

Catch up on equities and preferreds with views on income strategies and the market outlook from industry experts.

Featuring

Jeff Margolin, First Trust Andrew Kohl, Aberdeen Robert Wolf, Stonebridge

Jeff Margolin

Senior Vice President and Closed-End Fund Analyst

First Trust


Andrew Kohl, CFA

Portfolio Manager & Senior Investment Director

Aberdeen



Robert Wolf

Executive Vice President, Chief Investment Officer

Stonebridge Advisors

First Trust Aberdeen Stonebridge
Fixed Income in Focus: Finding Yield, Managing Risk -- LISTEN NOW

Catch up on fixed income with views on income strategies and the market outlook from industry experts.

Featuring

Mike Taggart, Aberdeen Robert Amodeo, Western Asset Management

Mike Taggart, CFA, CAIA

Head of Closed-End Fund Investor Relations

Aberdeen


Robert Amodeo, CFA

Head of Municipals

Western Asset Management

Aberdeen Western Asset
Unlocking Durable Growth with Global Infrastructure -- LISTEN NOW

Catch up on global infrastructure with views on income strategies and the market outlook from industry experts.

Featuring

Mike Taggart, Aberdeen David Leggette, CBRE

Mike Taggart, CFA, CAIA

Head of Closed-End Fund Investor Relations

Aberdeen


David Leggette, CAIA

Lead Product Strategist & Head of Investor Relations

CBRE Investment Management

Aberdeen CBRE

Sponsors

Aberdeen
Calamos
CBRE
First Trust
FS
Nuveen
New York Life
Franklin
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