Carlyle: Software do we go now
Carlyle: Software do we go now April 21st, 2026
Ep. 55— Nuveen’s Lamb says that muni bonds, despite rebound, remain a good value
Dave Lamb, head of closed-end funds for Nuveen, says that while municipal bonds have rebounded sharply, they haven't quite kept pace with investment-grade issues or recovered to pre-pandemic levels, creating an opportunity for investors...
Ep. 54— Skadden’s DeCapo says SEC rules changes won’t stop closed-end activism
Thomas DeCapo, a securities attorney with Skadden Arps who recently appeared at the AICA's Summer Summit, joined Chuck Jaffe to discuss control shares statues that critics have said will reduce activist challenges to closed-end funds. DeCapo says that the rules will protect investors...
Ep. 53— Matisse’s Boughton: Closed-end funds represent a compelling value now
Eric Boughton, chief analyst at Matisse Capital -- a firm that manages portfolios of closed-end funds -- says that outsized discounts make most closed-end funds attractive potential investments now, noting in this interview from 'Money Life with Chuck Jaffe'...
Why Good Management Matters: Saratoga BDC Sustains Solid Performance, Surmounts Discreet Credit Stress
Saratoga Investment Corp. (NYSE: SAR), a publicly listed business development company (BDC) that provides debt financing and equity capital to middle market companies, continues to exhibit a high-performing lower middle market core portfolio and provides a good market opportunity for investors, despite two recent discrete non-accruals that dented its stock price, Saratoga’s CFO says.
Ep. 277 — Oppenheimer’s Penn on how BDCs might fare when the rate cuts start
Mitchel Penn, Managing Director of Equity Research at Oppenheimer and Co., says that while business development companies (BDCs) have struggled this year, they are positioned well to ride out the changing interest rate cycle. He says that when...