Closed-End Fund Association
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  • CEFA Advisor Summit - Houston 2017 Play all

    Insight from portfolio managers, research analysts, and CEF industry experts on how to take advantage of the unique investment opportunities of CEFs to build income for clients.
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    • Closed-End Funds | Considerations for Today's Investor - Duration: 10 minutes.

      • 3 months ago
      • 393 views
      Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors, shares her unique perspective on interesting areas of the CEF structure, as well as things to keep in mind when selecting and assessin...
    • A Look at Leverage, Rising Interest Rates & Closed-End Funds - Duration: 5 minutes, 42 seconds.

      • 3 months ago
      • 308 views
      Anne Kritzmire, Managing Director, Closed-End Funds - Nuveen, talks fund consolidations, leverage and rising interest rates, and what it all means for the closed-end fund space.
    • The U.S. Energy Renaissance & MLP Investment Outlook - Duration: 2 minutes, 7 seconds.

      • 3 months ago
      • 177 views
      Will the U.S. energy renaissance continue? What might rising interest rates mean for MLP investments? Here to address these questions and more is Ed Russell, Managing Director — Tortoise Capital Ad...
    • Convertibles: An Untapped Investment Opportunity? - Duration: 8 minutes, 55 seconds.

      • 3 months ago
      • 176 views
      Barry Nelson, CFA and Partner — Advent Capital Management, highlights the unique structure of convertible investments. Addressing a concern of the times, he discusses their performance history in t...
    • Closed-End Fund Trends & Considerations - Duration: 4 minutes, 1 second.

      • 3 months ago
      • 160 views
      Sangeeta Marfatia, Senior Closed-End Fund Strategist — UBS, talks about the May 2017 outlook for CEFs, sharing her thoughts on the current levels of discounts and premiums in the market.
    • Opportunities in Fixed Income CEFs - Duration: 12 minutes.

      • 4 months ago
      • 146 views
      Discussion with Western Asset's Chris Kilpatrick, Portfolio Manager, about:

      • Areas of opportunity for CEF investors
      • Investment approach in a rising rate environment
      • Using leverage to generate...
    • Investment Opportunity in India - Duration: 5 minutes, 15 seconds.

      • 3 months ago
      • 125 views
      Yoojeong Oh, CFA, Investment Manager - Aberdeen Asset Management, discusses how India is one of today's fastest-growing world economies, highlighting why advisors may consider investing in a single...
    • Why Consider Floating Rate Funds? - Duration: 3 minutes, 59 seconds.

      • 3 months ago
      • 114 views
      Larry Holzenthaler, Investment Strategist at Symphony Asset Management, shares trends and considerations for the floating rate fund space.
    • A Closer Look at Closed-End Funds in Canada - Duration: 115 seconds.

      • 3 months ago
      • 93 views
      Jonathan Morgan, President & CEO - Canadian General Investments, Limited, explains CEFs as they relate to investment opportunities in the Canadian market.
    • Energy MLPs: Looking Beyond the Headlines - Duration: 18 minutes.

      • 4 months ago
      • 73 views
      A discussion with ClearBridge Investments'
      Chris Eades, Managing Director & Portfolio Manager, about:
      • The Trump presidency and other factors influencing the MLP space
      • Outlook and tren...
    • A Growing CEF Opportunity in Real Assets and Alternatives? - Duration: 10 minutes.

      • 3 months ago
      • 60 views
      A conversation with Larry Antonatos, Managing Director & Portfolio Manager — Brookfield Asset Management, about:

      • Reasons for including real assets in your portfolio
      • Outlook and implic...
    • CEF REITs: The Growing and Global Appeal of Real Estate - Duration: 17 minutes.

      • 2 months ago
      • 49 views
      A conversation with Steve Burton, Co-Chief Investment Officer & Senior Global Portfolio Manager - CBRE Clarion Securities, about:
      • Why incorporating real estate in your portfolio
      • Outlook and are...
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