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: 295
21Feb, 2020

Muni bonds and preferred stocks are key closed-end income picks

John Cole Scott, chief investment officer at Closed-End Fund Advisors and executive chairman of the Active Investment Company Alliance, joins the podcast today to talk about a very popular type of closed-end asset -- municipal bonds -- and one that has been trending...

14Feb, 2020

Convertible securities play multiple roles in portfolios and closed-end funds

Tony Huang, associate portfolio manager for the Advent Convertible and Income Fund, discusses the compelling reasons to add convertible securities -- a hybrid security that can act like either a stock or bond -- to a stock portfolio, noting that the flexibility of the security helps to mitigate risk...

7Feb, 2020

Return of capital isn’t always the bad sign investors believe it to be

John Yesford, analyst at High Dividend Opportunities, comes to the NAVigator to help explain 'return of capital,' which many investors worry about as a warning sign that a closed-end fund is struggling or headed for trouble. Yesford explains that, with the right conditions...

31Jan, 2020

Let’s hunt unicorns with management of the Sharespost 100 Fund

The NAVigator looks at a unique offering today as Christian Munafo of SP Investment Management discusses his firm's Sharespost 100 Fund, an actively managed, continuously offered, closed-end interval fund that buys late-stage venture-backed private companies...

24Jan, 2020

Closed-end funds can be their own asset class for delivering income

Mitch Reiner, chief operating officer at Capital Investment Advisers, says he considers closed-end funds one of six key asset classes for delivering income in an investment portfolio, and while he acknowledged that his view is unique because closed-end issues...

17Jan, 2020

John Cole Scott answers questions on closed-end fund basics

Audience members have questions, and John Cole Scott has answers. The chief investment officer at Closed-End Fund Advisors and executive chairman of the Active Investment Company Alliance answers three queries from audience members this week...

10Jan, 2020

Aberdeen’s Pittard: US closed-end opportunities are growing and changing

Christian Pittard, group head of product opportunities for Aberdeen Asset Management, says that changing structures have made initial-public offerings in closed-end funds more attractive, and were responsible for a big increase in IPO activity in America in 2019 that he expects to continue...

3Jan, 2020

Three decades of data and change give a glimpse into the future

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder and executive chairman of the Active Investment Company Alliance, revisits data used by his father George Cole Scott in writing "Investing in Closed-End Funds: Finding Value and Building Wealth,"...

27Dec, 2019

AICA’s founding chairman looks back on 2019 and ahead to 2020

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder and executive chairman at the Active Investment Company Alliance, looks at the year that was in closed-end funds for 2019, starting from the Christmas holiday a year ago when the business had been decimated by...

20Dec, 2019

How and why some closed-end trades require a matchmaker

Russell Robinson of Capital Institutional Services -- a brokerage platform that supplies liquidity for closed-end funds -- describes how some issues are thinly traded and require an intermediary like his firm to step in and maintain an orderly market...

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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).
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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.

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