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Video Interviews
Total of Videos: 34

Cheryl Pate gives a 2023 banking update

Cheryl Pate, Senior Portfolio Manager, Angel Oak Capital Advisors, sat down with Jane King on August 15th, 2023, for a NAVigator interview to talk about the state of the U.S. banking sector in the wake of various bank failures in early 2023.

Roxanna Islam on ETF and CEF trends

Roxanna Islam, Head of Sector and Industry Research at VettaFi, sat down with Jane King on August 3, 2023, for a NAVigator interview to discuss the mechanics of exchange-traded funds (ETFs) and closed-end funds (CEFs).

Jonathan Mondillo on fixed income

Jonathan Mondillo, Head of U.S. Fixed Income at abrdn, sat down with Jane King on July 19, 2023, for a NAVigator interview to discuss the fixed income landscape for municipal bonds and opportunities in closed-end funds.

John Cole Scott’s 2023 BDC outlook

Closed-End Fund Advisors President John Cole Scott sat down with Jane King on June 13, 2023, for a NAVigator interview to discuss the Q1 2023 earnings season for business development companies (BDCs).

Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.

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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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