CEF INSIGHTS

Convertibles – Upside participation, Downside protection

F. Barry Nelson, Partner and Senior Advisor with Advent Capital Management joins the Closed-End Fund Association to discuss convertible securities and the potential for equity-like returns with downside protection.

CEF Quarterly Review: July Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.

Perspectives on Gold, Inflation and Crypto Currencies

Axel Merk and Peter Maletis of Merk Investments discuss their outlook and insights on Gold, Precious Metals and Mining for investors concerned about inflation or seeking diversification.

Unique Mortgage Sector Opportunity

Katherine Hawkins, Portfolio Manager for Vertical Capital Income Fund (“VCIF”) and the Closed-End Fund Association discuss the unique income opportunity from wholly owned loans in the residential mortgage market.

Opportunities in the Bank Sector

Sanjai Bhonsle, Chairman and Chief Executive Officer of StoneCastle Financial Corp (“BANX”) and the Closed-End Fund Association discuss income solutions for investors and the opportunities in the banking sector.

CEF Quarterly Review: April Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.

CEF Monthly Review: March Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.

CEF Monthly Review: February Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.

CEF Monthly Review: January Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.

CEF Monthly Review: December Interview – Tom Roseen

Tom Roseen, Head of Research Services with Refinitiv Lipper & author of the Fund Market Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the closed-end fund market.