AICA – Excellence Beyond Indexing

Podcast

Podcast2023-01-30T12:07:48-05:00

Meet Chuck Jaffe, Host of the NAVigator Podcast

Chuck Jaffe, host of Money Life, is a veteran financial journalist and formerly nationally syndicated financial columnist whose work appeared in newspapers from coast to coast.
Chuck started Money Life in 2012, the nation’s most-authoritative business and financial radio show/podcast, talking with top experts every day to cut through the financial clutter and bring you information that will increase your confidence and put you in better control of both your money and your life.
Total of Podcasts: 348
29Nov, 2024

Black Friday discount shopping with John Cole Scott

The day after Thanksgiving is all about shopping at the biggest possible discounts, and John Cole Scott of Closed-End Fund Advisors puts a closed-end fund spin on it for the third straight year, culling through funds the way bargain shoppers look for...

22Nov, 2024

Double feature: Jim Cohen and Axel Merk from AICA’s 2024 Roundtable

The NAVigator this week offers a taste of the action from the Active Investment Company Alliance's 2024 Fall Roundtable, which was held on November 13 in New York City. Individual investor Jim Cohen discusses how consumers in closed-end funds are caught between...

8Nov, 2024

XA’s Hagen on the interval fund boom

Jared Hagen, Vice President at XA Investments, discusses this year's unprecedented growth in interval and tender-offer funds and how the number of funds in registration guarantees the trend will continue through 2025. Hagen talks about why the investment...

18Oct, 2024

Arrowmark’s Staggs on an income-generating alternative play on banks

Dana Staggs, President of Arrowmark Financial Corp., talks about how regulatory capital relief securities — bank-generated floating-rate notes that are currently producing yields of up to 15 percent — can function as an alternative investment. He notes that due to...

http://TheNAVigator.libsyn.com

Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. 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).
7204 Glen Forest Dr., Ste. 105
Richmond, VA 23226
Toll Free – 888-400-9694
NYC Office – 917-268-8060

Disclaimer Statement

Active Investment Company Alliance The Active Investment Company Alliance (“AICA”) is a trade association committed to educating and engaging investment professionals and investors about closed-end management companies: listed and non-listed closed-end funds, business development companies, interval funds and tender offer funds. The alliance supports transparency and, therefore, does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security.

Read more ...