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
Ep. 58— UMB’s Gallagher discusses the evolution of tender-offer funds
Terry Gallagher, executive vice president at UMB Fund Services, sees an industry-wide trend towards the development of new interval and tender-offer funds. Gallagher -- whose firm helps investment companies launch new issues --...
Ep. 57— John Cole Scott revisits a year of The NAVigator and looks ahead
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the founder/executive chairman of the Active Investment Company Alliance, celebrates the end of the first year of The NAVigator podcast with a quick look back at a tumultuous 12 months for closed-end funds...
Ep. 56— Endowment strategy in interval fund creates patient long-term view
Daniel Wildermuth, chief executive officer, Wildermuth Wealth and portfolio manager of the Wildermuth Endowment Fund, says that investing like the big college endowment funds creates a long-term outlook that's heavy in private equity and other alternative asset classes...
Intra-Sector Fund Swapping: A Strategy for Unlocking Value Through Closed-End Funds
Click Here to Download Article Intra-Sector Fund Swapping: A Strategy for Unlocking Value Through Closed-End Funds During times of lingering inflation, engaging in intra-sector swapping of actively managed, taxable fixed income closed-end funds (CEFs)
Ep. 278 — abrdn’s Laranjiero: Rate cuts should boost muni bond funds
Miguel Laranjeiro, Investment Director at abrdn, says we are seeing "the beginning of a robust in-flow cycle into the muni space," noting that credit spreads and all-in yields are attractive and that the value of the tax exemption will...