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: 307
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...

13Dec, 2019

Interval funds offer a unique, structured way to get alternatives

This week on The NAVigator, Jeremy Goff, managing director at Tortoise Advisors, discusses how investors can use interval funds -- which have less liquidity than the standard closed-end fund -- to add structure and diversification to a portfolio. Goff compares traditional closed-end funds...

2Dec, 2019

2019 has been a record year for closed-end IPOs, and 2020 should be better

Jerry Raio, president and chief executive officer at Arbor Lane Advisors in New York -- a firm that helps money-management companies develop new investment products -- says that changes making closed-end fund initial public offerings more attractive have combined with favorable market conditions...

15Nov, 2019

Answers on cash-flow generation, tax-loss selling and more

John Cole Scott, executive chairman of the Active Investment Company Alliance returns to The NAVigator to answer audience questions about some of the nuts and bolts of closed-end fund investing, covering tax-loss selling and where to expect good opportunities this year...

OUTCALLArray