Simpson Thacher: Ninth Circuit: Reverses Dismissal Finding “Rare Circumstances” Where Core Operations Doctrine Applies
Simpson Thacher: Ninth Circuit: Reverses Dismissal Finding “Rare Circumstances” Where Core Operations Doctrine Applies April 21st, 2026
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).
Economic conditions have given private credit lenders more power
Chris Oberbeck, chairman and chief executive at Saratoga Investment Corp., says that the balance of power in the lender-borrower relationship has shifted dramatically in the last 12 to 24 months, with banks now pulling back which is leaving private lenders with better terms and more power to insist on superior deals.
Abrdn’s Duitz says private infrastructure values ‘make no sense’ right now
Josh Duitz, head of global income at Abrdn -- manager of the Aberdeen Global Infrastructure Income Fund -- says that private infrastructure investments have attracted so much money that valuations have gotten off-kilter, creating an 'illiquidity premium' that 'makes no sense.'
Liberty Street Advisors – The Private Shares Fund: This Month in Venture: October – November 2025 (PDF)
Liberty Street Advisors – The Private Shares Fund: This Month in Venture: October – November 2025 (PDF) December 2nd, 2025
NAVigator bonus: Herzfeld’s Paylor on how CUBA became a CLO fund
The Active Investment Company Alliance held its annual Fall Roundtable in New York City on Nov. 19, and NAVigator host Chuck interviewed Ryan Paylor, Portfolio Manager at Thomas J. Herzfeld Advisors, which recently converted a ...


