Carlyle: The history of private equity
Carlyle: The history of private equity March 31st, 2026
Ep. 9— Rob Shaker of Shaker Financial focuses on discounts to get paid in closed-end investing
In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, host Chuck Jaffe talks with Rob Shaker, portfolio manager at Shaker Financial...
Ep. 8— Matisse Capital’s Boughton on the benefits of buying funds of closed-end funds
In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, host Chuck Jaffe talks with Eric Boughton, chief analyst at Matisse Capital about which investors might prefer a fund of closed-end funds rather than a...
Ep. 7— Nuveen’s Meyers talks muni funds, interest rates and more
In this bonus edition of The NAVigator taped at the Active Investment Company Alliance Boot Camp and Roundtable in New York City on Nov. 6, host Chuck Jaffe talks with Bill Meyers, senior managing director at Nuveen about how and why he thinks investors are overly focused on discounts...
Matt Nealon on opportunities in municipals
Matthew J. Nealon, Managing Director and Co-Head of Structured Products Business Development at Nuveen, sat down with Jane King to discuss Nuveen’s structured products platform. The platform includes closed-end funds, interval funds, business development companies (BDCs), and other alternative investment strategies. Nealon also provides an overview of Nuveen, its history of underwriting municipal bonds, and the global firm’s current municipal strategy.
Ep. 254 — Sit’s Doty says meaningful rate cuts aren’t coming until 2025
Bryce Doty, senior portfolio manager at Sit Investment Associates, says the uptick in inflation is not enough to overwhelm the yields investors are earning, noting that real returns may be better than ever. He says investors should...

