Business Advice

Insight2016-08-01T14:51:33-04:00
30Aug, 2024

Fed Prmr Muni Incm Fd

By |August 30th, 2024|Press Releases|

Federated Hermes Premier Municipal Income Fund (NYSE: FMN) today announced that (subject to certain conditions) it will commence a cash tender offer for up to 32% of its outstanding common shares. The tender offer will

AICA Member Profile: Merk Investments

July 22nd, 2024|Comments Off on AICA Member Profile: Merk Investments

Merk Investments is an investment management firm founded in 1994 by Alexander “Axel” Merk, who serves as the firm’s President, Chief Investment Officer, and Portfolio Manager. Based in Menlo Park, CA, Merk Investments’ mission is to help its clients achieve superior risk-adjusted portfolio performance. The firm also advises on liquid global markets, including domestic and international equities, fixed income, commodities, and currencies.

AICA Member Profile: Brookfield Oaktree Wealth Solutions

July 22nd, 2024|Comments Off on AICA Member Profile: Brookfield Oaktree Wealth Solutions

The roots of Brookfield date back to real estate investment in 1899, while Oaktree was formed in 1995. When Brookfield acquired a majority stake in Oaktree Capital in 2019, it created one of the world’s largest alternative asset managers. Now Brookfield Oaktree Wealth Solutions (BOWS) is delivering the two firms’ capabilities to private wealth investors, in partnership with their advisors.

AICA Member Profile: Kayne Anderson

July 19th, 2024|Comments Off on AICA Member Profile: Kayne Anderson

Kayne Anderson Capital Advisors is a leading alternative investment management firm founded in 1984 by Los Angeles businessmen Richard Kayne and John Anderson. The firm pursues cash flow-oriented niche strategies in real estate, credit, infrastructure, energy, and growth capital. Kayne bolsters its differentiated investment philosophy by:

20Aug, 2024

BR Res & Com Stgy Tr

By |August 20th, 2024|Press Releases|

The BlackRock closed-end funds (the “Funds”) announced the expiration and preliminary results of each Fund’s tender offer (each, a “Tender Offer”) for up to 2.5% of its outstanding common shares (the “Shares”). Each Tender Offer

19Aug, 2024

Nuveen/Churchill BDC 2Q Yield Bests Overall Sector Average

By |August 19th, 2024|Articles, Member Insights|

Nuveen’s debt-focused business development company (BDC) generated net investment income in the second quarter of 2024 to support a 12.3% annualized dividend yield to shareholders — besting the 10.65% average Q2 yield for debt-focused BDCs across CEFData.com’s Debt-Focused BDC Index. The index benchmarks equal-weight BDCs that trade $1 million a day in average liquidity over the previous quarter.

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