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
23Jul, 2021

Tax edge makes munis attractive even as discounts shrink

Patrick Galley, chief investment officer at RiverNorth Capital Management -- which runs four municipal bond closed-end funds that invest in both individual bonds and in other muni closed-end funds -- says that as tax-equivalent yields in the muni space have become relatively attractive...

16Jul, 2021

Tekla’s Omstead: Great promise from ‘a new generation’ of health care firms

Dan Omstead, chief executive officer at Tekla Capital Management -- which sponsors four health-care oriented closed-end funds -- says that the pandemic proved the promise of health care and biotech companies as it helped vaccine maker Moderna grow from a small form to one of the largest health-care companies in the world...

9Jul, 2021

Bulldog’s Goldstein on the hard path facing activist shareholders

Long-time activist investor Phillip Goldstein, co-founder and portfolio manager at Bulldog Investors, says that narrowing discounts and regulatory and legal changes have made it tougher for shareholders to find appropriate targets where they can mount a viable campaign against management...

2Jul, 2021

John Cole Scott on discounts vs. dollars, the recovery and what’s next

It's the 100th NAVigator podcast, and John Cole Scott, chief investment officer at Closed-End Fund Advisors and the executive chairman of the Active Investment Company Alliance returns to discuss narrowing discounts and why investors shouldn't wait for them to widen before investing...

25Jun, 2021

Rob Shaker on what’s next for closed-end discounts

Portfolio manager Rob Shaker of Shaker Financial Services returns to The Navigator, having been a happy camper when discounts grew massive at the start of the pandemic, and having been more circumspect as they narrowed late in 2020...

18Jun, 2021

Covered call funds help combat heightened volatility

Daniel Ashcraft, portfolio manager for Gateway Investment Advisers -- part of the firm’s team responsible for running the Nuveen S&P 500 Buy-Write Income Fund -- says that with volatility on the rise and likely to stay that way...

28May, 2021

Firms benefit from using alts, ESG both here and abroad

Kimberly Flynn, managing director for alternative investments at XA Investments, discusses how money managers benefit from opening London-based unit investment trusts -- roughly the equivalent of a US-based closed-end fund -- and how the strategies have synergies...

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