Ares Management Corporation to Present at the 2026 RBC Capital Markets Global Financial Institutions Conference
Ares Management Corporation to Present at the 2026 RBC Capital Markets Global Financial Institutions Conference February 25th, 2026
Angel Oak’s Pate: Financials are at a good point ‘for valuations to take off from here’
Cheryl Pate, portfolio manager for Angel Oak Capital, says that banks took steps to shore up their balance sheets and now are sitting on excess reserves, which should boost earnings in the latter half of 2021. Coupled with a positive picture on interest rates...
RiverNorth’s Kerai: Yield-hungry investors should look to private capital market
Andrew Kerai, senior credit strategist and portfolio manager at RiverNorth Capital Management, says that investors looking to improve fixed income returns should consider middle-market corporate credits and other issues in the private credit market...
Litigation Expected as SEC’s Ruling on Boulder No-Action Letter Limits Activism
The SEC’s decision in May to rescind the Boulder No-Action letter, allowing a closed-end fund to opt into a state control share statute without risking an enforcement action, could have a chilling effect on activism, and could face litigation for violating the Investment Company Act.
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).
Nuveen’s Dave Lamb on how fund firms are reacting to increased activism
Dave Lamb, Head of Closed-End Funds at Nuveen, says there is a "much more aggressive form of activism today than what we saw years ago," and notes that it's driven entirely by discount-arbitrage opportunities rather than whether a fund is...
