Podcast Episodes
Back to SearchLandmark Supreme Court decision is a game-changer for investor activism
Ken Burdon, Partner in the registered fund practice at Simpson Thacher & Bartlett, discusses the Supreme Court's recent ruling against activist inves…
2 months, 1 week ago
In a tight-spread, higher-for-longer rate market, discounts matter again
John Cole Scott, President of CEF Advisors, says that index discounts are wide when compared to their three-year history, which makes it important fo…
2 months, 2 weeks ago
Bluerock's Baffico says HALO trades will benefit from Private Credit Redemptions
Steve Baffico, Executive Vice President and head of listed products at Bluerock, which runs the Bluerock Private Real Estate fund, expects the real e…
2 months, 3 weeks ago
Kayne's Hamilton: 'Historic' oil drawdowns create energy infrastructure opportunities
Gordon Hamilton, Senior Managing Director for Kayne Anderson, Portfolio Manager for the Kayne Anderson Energy Infrastructure fund, says that there wi…
2 months, 4 weeks ago
Sit's Doty says rates will rise, peak and shift downward by year's end
Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says that "the worst is over as far as yields going up," noting that the next shif…
3 months ago
CEF Advisors' Scott breaks down how bad news has impacted BDCs
John Cole Scott, President of CEF Advisors and the Chairman of the Active Investment Company Alliance, looks at the recent issues in business-develop…
3 months, 1 week ago
Calamos' Freund: Concerns are 'distractions,' not market impediments
Matt Freund, Co-Chief Investment Officer at Calamos Investments, says that productivity, GDP growth and earnings are "what matters," and that the hea…
3 months, 2 weeks ago
Enduring investment lessons from the legendary Mark Mobius
Dr. Mark Mobius, widely considered the father of emerging markets investor and a man who helped put the world into everyone's grasp during his long c…
3 months, 3 weeks ago
Liberty Street's Gutierrez on private investment trends in A.I.
David Gutierrez, Vice President at Liberty Street Advisors and part of the team running the Private Shares Fund, says that private markets are simila…
4 months ago
Veteran manager says that for all the headline risks, this is a 'generic widening'
Rob Shaker, Portfolio Manager at Shaker Financial Services, says that while the headlines may have investors on edge, the fear-based selling that gri…
4 months, 1 week ago