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The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.
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Location:

United States

Description:

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

Language:

English


Episodes

Real Estate Strategies For A Diversified Portfolio

7/10/2019
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Kate Davis, President & Portfolio Manager of Broadstone Real Estate Access Fund at Broadstone Real Estate and The Closed-End Fund Association have a discussion about the impact of institutional quality real estate strategies to reduce volatility and diversify investment portfolios.

Duration:00:09:57

Precious Metals for Late Cycle Diversification

6/11/2019
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Axel Merk, President and Chief Investment Officer of Merk Investments and The Closed-End Fund Association have a discussion about how precious metals can provide diversification for a traditional stock/bond portfolio.

Duration:00:19:22

Infrastructure, Defensive & Diverse

5/23/2019
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Bob Becker, Senior Vice President, Portfolio Manager, Global Infrastructure at Cohen & Steers and The Closed-End Fund Association have a discussion highlighting the current environment, defensive characteristics and opportunities in listed infrastructure.

Duration:00:09:57

Emerging Markets Debt: Diversification & Yield

5/22/2019
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Mark Hughes, Portfolio Manager & Research Analyst on The Emerging Markets Debt Team at Western Asset Management, discusses emerging markets debt as a diversifier and yield enhancer within a fixed income portfolio.

Duration:00:10:47

Senior Loans, Positioning in 2019

5/2/2019
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Brian Good, Senior Managing Director, Co-Head of Tradable Credit at THL Credit discusses why senior loans are a good way to invest based on their high income potential, low interest rate risk and lower volatility compared to core investments.

Duration:00:09:02

Alternative Income: Opportunities In Private Credit Markets

3/21/2019
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Kim Flynn, Managing Director for alternative investments at XA Investments discusses 1) How institutional strategies in alternative income investments can be accessed through closed-end funds; 2) less liquid investments and the private credit markets provide additional income; 3) diversification from traditional bond exposures.

Duration:00:15:56

Investment Flexibility in Volatile Markets

2/11/2019
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Bob Bush, Senior Vice President with Calamos, discusses 1) the benefits of investment flexibility and active management in volatile markets; 2) convertibles as a risk-managed way to invest in equity markets and; 3) evaluating closed-end funds for your portfolio.

Duration:00:09:55

Winning by not losing: Convertible Bonds and Closed-End Funds

1/28/2019
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Convertible securities found in closed-end funds offer a compelling opportunity to add value in portfolios given the volatility that has re-emerged in the market. Historically, convertibles have outperformed all other fixed income classes in periods of rising rates. Find out more about all the potential benefits of convertibles from a leading money manager in this asset class.

Duration:00:08:51

Market Outlook: Senior Loan Edition

10/31/2018
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First Trust’s Bill Housey, Senior Portfolio Manager for the Leveraged Finance Investment Team, discusses the senior loan sector and overall U.S. economy.

Duration:00:19:14

Midyear Outlook: Infrastructure, MLPs and the CEF Market

8/10/2018
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The Closed-End Fund Association checks in with two Cohen & Steers’ experts for a mid-year review of the MLP, infrastructure and CEF markets. Special guests Doug Bond and Bob Becker are both portfolio managers who have decades of investment experience in their respective asset classes.

Duration:00:15:34

Investing Opportunities in Europe Amidst A Changing Global Economy

7/5/2018
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The following Q&A is from a discussion that originally took place as part of a podcast series on May 22, 2018. Joined by Gerd Kirsten, CFA, Portfolio Manager, The European Equity Fund, we discuss investment trends and opportunities in the European market.

Duration:00:18:59

Perspectives on Global Equities

7/2/2018
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Amidst a very public international trade dialogue, Italy's volatile political situation, Brexit's impending consequences and the Fed continuing to hike US interest rates, this discussion focuses on global equity. Throughout the podcast we’ll hear about the New Ireland Fund’s single-country fund approach and the overall outlook for Ireland and Europe, also taking a look at Canada’s investment landscape and the overall emerging market sector.

Duration:00:20:20

MLPs: How Perceived Market Foe May be Fundamental Investment

5/1/2018
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Joined by Ed Russell, Managing Director — Tortoise and James Cunnane, Managing Director and Chief Investment Officer of the Advisory Research MLP & Energy Infrastructure team, we discuss one of the more curious performances of the market this year. The following Q&A recaps the conversation that originally took place as part of CEFA’s podcast series on April 20, 2018.

Duration:00:14:20

Munis: Implications & Opportunities amid Changing Reform and Legislation

4/30/2018
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Joined by Purva Petal, CIMA®, Senior Vice President, Client Portfolio Manager — Nuveen Asset Management and Robert Amodeo, CFA and Head of Municipals – Western Asset, we discuss the outlook for municipals throughout a year of rising interest rates and changes to federal legislation.

Duration:00:18:22

Specialty Sectors: From Gold to Infrastructure & Real Estate

3/2/2018
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Representing different sectors of the investing spectrum, these speakers came together for a discussion on special sectors in the areas of infrastructure, natural resources, and real estate. Speakers: David Christensen, President, Chief Executive Officer, and Chief Investment Officer – ASA Gold & Precious Metals Limited Larry Antonatos, Managing Director and Portfolio Manager – Brookfield Steve Burton, Principal, Co-CIO and Senior Global Portfolio Manager – CBRE Clarion Securities

Duration:00:24:09

The Global Investment Landscape: A Look at Fixed Income

1/24/2018
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To ensure investors are better equipped to assess risks and opportunities in the global fixed income space, the Closed-End Fund Association (CEFA) spoke with Rennie McConnochie, Head of Global Banks — Aberdeen Standard Investments, and Gary Herbert, CFA, Portfolio Manager and Head of Global Credit – Brandywine Global.

Duration:00:24:59

Portfolio Considerations: Preferred Securities Edition

11/28/2017
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With investors’ increasing appetite for income-generating investment vehicles, Brian Cordes, Senior Vice President - Head of Portfolio Specialists at Cohen & Steers, discusses preferred securities and two of Cohen & Steers’ closed-end funds, Select Preferred & Income, symbol PSF, and Limited Duration Preferred & Income, symbol LDP.

Duration:00:12:34

Ireland – A Closer Look at Investment Opportunities within Europe

11/9/2017
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CEFA speaks with Noel O’Halloran, Chief Investment Officer with KBI Global Investors and Portfolio Manager of the New Ireland Fund, taking a closer look at Ireland, what’s by many, an underappreciated investment opportunity in the European market.

Duration:00:16:47

Infrastructure & Energy Outlook: Reflecting on Harvey & Puerto Rico

10/10/2017
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We gathered a panel of energy and infrastructure experts for a discussion about their respective market segments at large, touching on what’s followed the recent string of storms in our homeland and the neighboring Caribbean.

Duration:00:17:27