Podcast2024-11-26T17:36:36-05:00

Chuck Jaffe on the NAVigator Podcast

Chuck Jaffe joined Jane King in New York City to discuss the fifth anniversary of the weekly NAVigator Podcast, the podcast he hosts for the Active Investment Company Alliance (AICA). Jaffe talks about how the podcast has grown in popularity and helped to raise the profile of the closed-end fund industry. He says investors who listen to the podcast eventually become comfortable with closed-end funds and end up engaging with them — and when they work — stick with them. Noting he’s a journalist and “not a Wall Street guy,” Jaffe says he tries to explain closed-end funds in ways that the average person can understand.

Total of Podcasts: 294
7Oct, 2022

Calamos’ Bush: Convertibles haven’t delivered on their promise, yet

Robert Bush, senior vice president and director of closed-end products at Calamos Investments, says that convertible securities -- a hybrid product built to give investors the best of stock and bond performance -- have not been giving investors their cake and letting them eat it too this year...

30Sep, 2022

Choose your weapons: Arming yourself against rising rates and recession

John Cole Scott, chief investment officer at Closed-End Fund Advisors -- the chairman of the Active Investment Company Alliance -- discusses and compares floating-rate and senior loan funds with preferred-securities funds, noting that floating-rate funds are a tool for combating high and rising interest rates...

26Aug, 2022

Protections in Delaware law could change activist investing

Kenneth Burdon, an attorney in the investment management group at Skadden, Arps, Slate, Meagher & Flom, says the new "control share" statute enacted at the start of August by the state of Delaware should protect investors from activist investors acting like corporate raiders...

19Aug, 2022

VettaFi’s Islam talks the benefits of an index of closed-end funds

Roxanna Islam, associate director of research at VettaFi -- which developed the the S-Network Composite Closed-End Fund Index and other benchmarks for the closed-end fund space -- discusses the construction of indexes of closed-end funds and the benefits to using them over individual issues...

12Aug, 2022

Sit’s Doty sees current market creating a sweet spot for CEFs

Bryce Doty, senior portfolio manager at Sit Investment Associates, says that the market's troubles this year have set closed-end funds up to be in a sweet spot, able to generate additional returns that traditional mutual funds and ETFs can't get investing in the same spaces...

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