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

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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

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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

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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 

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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

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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 

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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

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Income Investing in the Emerging Markets: Diversifying Beyond Traditional Fixed Income Exposures

December 14, 2016

A conversation with Western Asset's Chia Liang Lian, CFA & Head of Emerging Market Debt, about:
• 2017 emerging markets (EM) fixed income outlook
• Potential impact of the U.S. presidential election and trade agreements
• Trends in the EM
• An active vs. passive investment strategy in the EM

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Demystifying the Complexities of Investing in CEFs: Practical Insight Into Timely Financial Concerns

November 21, 2016

Investment Partners Group's Frank Abella, President & CEO and Gregg Abella, AIF®, Co-Principal & Portfolio Manager, discuss:
• The many options available to take advantage of the CEF structure 
• Their selection process and what to keep in mind when analyzing CEFs
• A comparison of CEFs with ETFs and open-end mutual funds

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Generating Income: Why Global Bonds?

November 10, 2016

A conversation with Brandywine Global's Gary Herbert, CFA, Portfolio Manager & Head of Global Credit, about:
• Delivering value to investors in a challenging market environment
• Managing currency exposure and outlook
• Why using a CEF to access global bond markets
• Discount trends in global bond CEFs

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