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Ep. 287 — Double feature: Jim Cohen and Axel Merk from AICA’s 2024 Roundtable

November 22nd, 2024|Comments Off on Ep. 287 — Double feature: Jim Cohen and Axel Merk from AICA’s 2024 Roundtable

The NAVigator this week offers a taste of the action from the Active Investment Company Alliance's 2024 Fall Roundtable, which was held on November 13 in New York City. Individual investor Jim Cohen discusses how consumers in closed-end funds are caught between...

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Ep. 286 — Abrdn’s Duitz, from AICA Roundtable, on infrastructure plays post-election

November 15th, 2024|Comments Off on Ep. 286 — Abrdn’s Duitz, from AICA Roundtable, on infrastructure plays post-election

Josh Duitz, Portfolio Manager for the abrdn Global Infrastructure Fund, took a break from the program at the Active Investment Company Alliance's Fall Roundtable in New York this week to discuss the state of infrastructure investing now that the presidential election has been...

AICA 2024 Fall Roundtable

November 13th, 2024|Comments Off on AICA 2024 Fall Roundtable

AICA 2024 Fall Roundtable November 13th, 2024 DownTown Association 60 Pine Street, NY, NY 1005

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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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