Carlyle: David Rubenstein on resilience, risk, and what really drives success
Carlyle: David Rubenstein on resilience, risk, and what really drives success May 15th, 2026
Ep. 160— Rob Shaker: ‘Sympathy widening’ could signal a bottom for discounts
Rob Shaker, portfolio manager at Shaker Financial Services, says that the closed-end fund market showed signs of a "sympathy widening" in mid-June, an event when there is "excessive liquidation selling based on fear," leading to a bad day on the stock markets and bond closed-end fund discounts...
Ep. 159— XA Investments’ McCulloch sees more growth, new entrants to interval funds
Ben McCulloch, managing director and general counsel at XA Investments, says that the last five years have seen over $40 billion in growth in interval funds and tender-offer funds, and that interest has attracted more fund sponsors...
Ep. 158— CEF Advisors’ Scott: No time like the present for tax-loss sales
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, returns to The NAVigator to answer questions frmo listeners, including one on whether it makes sense to do tax-loss selling now...
Ep. 338 — John Cole Scott on what’s next for the BDC, private credit markets
John Cole Scott, President of CEF Advisors, discusses the changing landscape of business-development companies and the details he gleaned from attending the recent Eversheds BDC Roundtable, which focused on legislative and other issues that are creating challenges ...
Ep. 337 — Variant’s Hicks on mixing an impact on more than investors’ finances
Drake Hicks, Head of Impact Investing at Variant Investments, discusses the unusual intersection of closed-end funds with impact investing, which goes beyond ESG (environmental, social and government principles) to invest in projects which have a purpose beyond ...