Video Interviews2023-07-04T09:09:44-04:00
Total of Videos: 17

CION’s Reisner on income-focused BDCs

Michael A. Reisner, Co-Founder and Co-Chief Executive Officer of CION Investments, talks about his firm’s overall business strategy and approach to alternative investment management. He specifically spotlights CION’s listed, middle-market business development company CION Investment Corporation, which trades under the NYSE ticker symbol “CION” and has about $2 billion in total assets as of March 31, 2024. Reisner provides an overview of business development companies, or BDCs, and how they can generate income for retail investors.

abrdn’s Oh on The India Fund, Inc.

Yoojeong Oh, an Investment Director on the Asian Equities Team at abrdn and Portfolio Manager of abrdn’s India Fund, talks about the investment landscape in India following the reelection of Prime Minister Narendra Modi. Oh says that while it will likely take time for Modi to put together a new coalition government, his previous government’s financial reforms are already making India a better place to invest...

Todd Dilatush on structured products

Todd Dilatush, Head of Distribution at SCG Asset Management (SCGAM), talks about structured products — their beginnings and the current marketplace — and how his firm adds value to the product set as a fiduciary. For instance, SCGAM manages a repurposed, interval fund that actively manages a portfolio of structured notes: The Alternative Strategies Income Fund, a listed closed-end interval fund with the Nasdaq ticker symbols LTAFX (Class A), LTCFX (Class B), and LTIFX (Class I).

ArrowMark’s Dana Staggs on regulatory capital relief securities

Dana Staggs, President of ArrowMark Financial Corp., sits down with Jane King to discuss bank-issued regulatory capital relief securities. Staggs provides a primer and income-investor perspective on these financial instruments, saying their relatively stable asset profiles and general lack of correlation to other asset classes makes them attractive

Josh Duitz on trends in infrastructure

Josh Duitz, Head of Global Equities at abrdn, discusses his firm’s Global Dynamic Dividend Fund (AGD) and abrdn’s global income and infrastructure strategy more generally. In his interview with Jane King, Duitz says structural changes in the U.S. economy are creating exciting, new opportunities to invest in infrastructure, including energy transition, the increasing use of data in technology, and population growth. He also talks about the potential impacts of the 2024 presidential election on infrastructure investing

John Cole Scott’s early Q2 CEF update

John Cole Scott, President and Chief Investment Officer of CEF Advisors, gives an update on the universe of closed-end funds (CEFs), business development companies (BDCs), and interval funds as the second quarter of 2024 gets under way. Scott provides perspective on CEF performance based on his advisory firm’s various equity sector indexes. He also highlights specific funds that are doing well in the current economic environment based on discount, dividend, and manager analyses.

Matt Nealon on opportunities in municipals

Matthew J. Nealon, Managing Director and Co-Head of Structured Products Business Development at Nuveen, sat down with Jane King to discuss Nuveen’s structured products platform. The platform includes closed-end funds, interval funds, business development companies (BDCs), and other alternative investment strategies. Nealon also provides an overview of Nuveen, its history of underwriting municipal bonds, and the global firm’s current municipal strategy.

Axel Merk on contending with activists

Axel Merk, Founder and CEO of Merk Investments, talks about his firm’s ASA Gold and Precious Metals fund (ASA), a non-diversified closed-end precious metals and mining fund established in 1958. Merk discusses the impact that activist hedge fund Saba Capital Management is having on the fund and its shareholders as it moves to change the board and close ASA’s discount. He also gives his view of the current state of the gold and silver market.

John Cole Scott on CEF discounts, seasonality

On December 15, 2023, CEF Advisors President John Cole Scott dug into his firm’s research and data ( on closed-end fund discounts and seasonality, providing insight into their potential investment impacts. He also discussed related tax strategies for retired investors and gave a brief 2024 outlook, which was provided in full on the January 6, 2024, NAVigator podcast.

Chris Oberbeck on investing in private credit

Chris Oberbeck, Chairman of the Board, CEO, and President of Saratoga Investment Corp., sat down with Jane King on November 1, 2023, for a NAVigator Interview. Oberbeck talked about Saratoga (SAR), a debt-focused business development company (BDC), and it’s strategy. He discussed the potential benefits of investing in private credit markets and the impacts of the current economic environment.