AICA – Excellence Beyond Indexing

Podcast

Podcast2023-01-30T12:07:48-05:00

Meet Chuck Jaffe, Host of the NAVigator Podcast

Chuck Jaffe, host of Money Life, is a veteran financial journalist and formerly nationally syndicated financial columnist whose work appeared in newspapers from coast to coast.
Chuck started Money Life in 2012, the nation’s most-authoritative business and financial radio show/podcast, talking with top experts every day to cut through the financial clutter and bring you information that will increase your confidence and put you in better control of both your money and your life.
Total of Podcasts: 352
15Nov, 2019

Answers on cash-flow generation, tax-loss selling and more

John Cole Scott, executive chairman of the Active Investment Company Alliance returns to The NAVigator to answer audience questions about some of the nuts and bolts of closed-end fund investing, covering tax-loss selling and where to expect good opportunities this year...

8Nov, 2019

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...

1Nov, 2019

Business-development companies offer unique opportunities for yield

Chris Oberbeck, chairman and chief executive officer at Saratoga Investment Corp. talks about how and why he and his partners took over a struggling business-development company at the height of the late-2000s financial crisis, and how BDCs by structure and underlying assets make...

25Oct, 2019

Lessons from the birthplace of closed-end funds

Piers Currie of Warhorse Partners discusses the long history of closed-end funds and unit investment trusts in England and what domestic investors can learn from the industry in Europe...

11Oct, 2019

The value of indexes made up of closed-end funds

Patrick Shaddow, director of index operations at S-Network Global Indexes, discusses the merits to and the construction of index funds built entirely of closed-end funds, noting the importance of favoring issues with...

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Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).
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Disclaimer Statement

Active Investment Company Alliance The Active Investment Company Alliance (“AICA”) is a trade association committed to educating and engaging investment professionals and investors about closed-end management companies: listed and non-listed closed-end funds, business development companies, interval funds and tender offer funds. The alliance supports transparency and, therefore, does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security.

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