Ireland – A Closer Look at Investment Opportunities within Europe

November 9, 2017

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.


Infrastructure & Energy Outlook: Reflecting on Harvey & Puerto Rico

October 10, 2017

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.


An Outlook on Global Debt Markets

September 26, 2017

A conversation with TR Findlay, Closed-End Fund Specialist at Nuveen, and Jeff Schmitz, Senior Vice President and Portfolio Manager at Nuveen Asset Management, about:

  • The Global High Income Fund, Ticker JGH
  • Bottoms up-driven Purchasing
  • Currency Exposure & More

CEF REITs: The Growing and Global Appeal of Real Estate

June 28, 2017

A conversation with CBRE Clarion Securitie's Steve Burton, CFA, Co-Chief Investment Officer & Senior Global Portfolio Manager, about:
• Why incorporating real estate in your portfolio
• Outlook and areas of opportunity
• Active vs. passive investing in REITS
• Benefits of the CEF structure when investing in REITs


Themes, Trends and Opportunities in Emerging Markets

June 2, 2017

A conversation with Aberdeen Asset Management's Rennie McConnochie, Head of Global Banks, about:
• Positive developments in the emerging markets (EM)
• Outlook and areas of opportunity
• Active vs. passive investing in EM
• Benefits of the CEF structure when investing in EM


A Growing CEF Opportunity in Real Assets and Alternatives?

June 1, 2017

A conversation with Larry Antonatos, Managing Director & Portfolio Manager - Brookfield Asset Management, about:
• Reasons for including real assets in your portfolio
• Outlook and implications of a changing market environment
• An active vs. passive management approach
• Potential opportunities for CEF investor


Opportunities in Fixed Income CEFs

April 12, 2017

A conversation with Western Asset'a Chris Kilpatrick, Portfolio Manager, about:
• Areas of opportunity for CEF investors
• Investment approach in a rising rate environment
• Using leverage to generate additional income
• Trends in the levels of CEF discounts and premiums 


Outlook: Fixed Income Investing After the Fed Rate Increase

March 16, 2017

A conversation with Western Asset's Portfolio Manager John Bellows, PhD, CFA about:
• Reasons for the interest rate hike by the Federal Reserve
• Fixed income and economic outlook
• Portfolio construction and diversification
• Impact on CEF investments


Energy MLPs: Looking Beyond the Headlines

February 17, 2017

A conversation with ClearBridge Investments' Chris Eades, Managing Director & Portfolio Manager, about:
• The Trump presidency and other factors influencing the MLP space
• Outlook and trends in the energy market
• Benefits of using the CEF structure with MLPs 


Outlook for Small-Caps: Value, Active Management & CEFs

January 13, 2017

A conversation with The Royce Funds' Francis Gannon, Co-Chief Investment Officer & Managing Director, about:
• The dramatic rebound in small-cap stocks in 2016
• The outlook and opportunities in 2017
• Active management in a value-lead market
• Why the CEF structure is good for small-caps