Podcast Episodes
Back to SearchJohn Cole Scott on BDCs vs. private credit funds, AI impacting money management, and more
John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, shares takeaways from a recent industr…
2 years, 2 months ago
VettaFi's Islam on the highs and lows of applying rules to CEF investing
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses the benefits and flaws of applying rules-based investing to closed-end fund…
2 years, 2 months ago
When the industry tries to narrow discounts, 'that's good for all of us'
Rob Shaker, Portfolio Manager at Shaker Financial Services, says that economic conditions — the debt-ceiling debate, troubled banks, higher interest …
2 years, 2 months ago
Nuveen's Dave Lamb on how fund firms are reacting to increased activism
Dave Lamb, Head of Closed-End Funds at Nuveen, says there is a "much more aggressive form of activism today than what we saw years ago," and notes th…
2 years, 2 months ago
John Cole Scott on new trends reshaping closed-end funds
John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, talks about the good and bad in recent…
2 years, 3 months ago
BlackRock's Minar on how the firm is changing discount plays
Stephen Minar, Managing Director and Head of Closed-End Funds at BlackRock, discusses a contemporary conundrum in the closed-end fund industry: How d…
2 years, 3 months ago
Sizemore: "The Fed's actions have changed, but the discounts remain"
Charles Lewis Sizemore, chief investment officer at Sizemore Capital Management, says that while short-term rates are as high as they are likely to b…
2 years, 3 months ago
Angel Oak's Triick says mortgages are in a fixed-income sweet spot now
Clayton Triick, Head of Portfolio Management, Public Strategies at Angel Oak Capital Advisors — part of the team running the Angel Oak Strategic Cred…
2 years, 3 months ago
Liberty Street's Munafo on opportunities in late-stage private venture
Christian Munafo, Chief Investment Officer at Liberty Street Advisors, which runs the Private Shares Fund, discusses how late-stage private venture c…
2 years, 3 months ago
Abrdn's Mondillo: Record discounts plus solid yields should pay off for muni investors
Jonathan Mondillo, head of North American fixed income for abrdn says that record discount levels for municipal bond closed-end funds, coupled with a…
2 years, 4 months ago