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.
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.
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.
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.
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.
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.
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.