Podcast2021-03-15T16:19:12-04:00

To suggest a Podcast speaker or topic as well as get more detail on a previous episode

Total of Podcasts: 151
Jan7, 2022

Flat Rock sees big value in the trade-off of liquidity for return potential

Robert Grunewald, chief executive officer at Flat Rock Global discussing how the interval-fund structure provides stability that allows a ‘non-bank bank’ — which is the way he describes his firm — to trade off some liquidity in pursuit of higher fixed-income returns. Operating in ‘middle market credits’ and investing in first-lien credits, […]

Dec30, 2021

John Cole Scott’s crystal ball view of 2022 in closed-end funds

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the executive chairman of the Active Investment Company Alliance, returns to the podcast this week and turns his lens forward, giving his 2022 projections for discounts, new funds, shareholder activism and more, and including some funds he says are well-positioned and […]

Dec23, 2021

Big premiums and high dividend yields key a banner year for closed-end funds

John Cole Scott, chief investment officer at Closed-End Fund Advisors and the executive chairman of the Active Investment Company Alliance, reviews 2021, discussing the high number of closed-end funds that are currently trading at premiums, and the rebound that has represented in performance, as well as the expansive use of leverage, current […]

Dec17, 2021

How shareholders benefit from ‘follow-on offering’ trend

Nathan Briggs, a partner in the asset management practice at Ropes and Gray, discusses the burgeoning trend and inner workings of ‘follow-on offerings’ — where closed-end funds raise additional capital and add to their outstanding shares — and the mostly positive impact these actions have for shareholders.

Dec10, 2021

Activism isn’t waning, but rules governing it are changing

Thomas DeCapo, partner at Skadden, Arps — one of the largest law firms representing interests in the closed-end fund industry — discusses developments and changes to the activist environment, noting that one thing he believes will not change is the high level of activity due to the many funds facing activists with […]

Dec3, 2021

Consider an interval fund as the place for your muni bond holdings

Parth Doshi, vice president of closed-end funds at Nuveen, discusses the firm’s new interval fund — Nuveen Enhanced High Yield Municipal Bond Fund — and how it compares to other closed-end funds. Muni bonds are a new area for the interval fund structure — the Nuveen offering is just the second muni interval […]

Nov26, 2021

Infrastructure needs will fuel real asset plays for decades

Gaal Surugeon, portfolio manager at Brookfield Asset Management’s Public Securities Group, says that investing in physical assets like infrastructure and real estate provides inflation protection with stabilized yield potential and long-term growth prospects tied to the economic cycle, but the short- and mid-term prospects for real assets is also attractive now, given the […]

Nov19, 2021

A check on BDC developments, and performance versus REITs

Stephen Hester, partner at Wide Moat Research and editor at the Intelligent REIT Options Advisor newsletter, offers his take on new developments within the business-development company realm, and compares how current market conditions are making BDCs an attractive alternative to real estate investment trusts, noting that the standard BDC cycle periodically makes […]

Nov12, 2021

Closed-end fund 2.0 is a bigger deal than the ETF revolution

Michael Spatacco, director at Bancroft Capital, says that the latest evolution in closed-end funds will have more impact on the closed-end fund business and the evolution of funds and how they are sold than exchange-traded funds had on the traditional mutual fund industry. In a wide-ranging discussion on the state of the […]

Nov5, 2021

Record supply of high-yield bonds helps to overcome inflation fears

Matt Kence, portfolio manager for the Aberdeen Credit Income Strategies Fund (ticker ACP), says that the headwinds facing high-yield investors — higher inflation and concerns over rising interest rates — can be overcome with diligent security selection from the wider range of options available now thanks to record levels of bond issuance. […]

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