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CEF INSIGHTS

The Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry.

Ranked #1

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

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

Investment Partners Group's Frank Abella, President & CEO and Gregg Abella, AIF®, Co-Principal & Portfolio Manag... Read more

22 Nov 2016

19mins

Ranked #2

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Winning by not losing: Convertible Bonds and Closed-End Funds

Winning by not losing: Convertible Bonds and Closed-End Funds

Convertible securities found in closed-end funds offer a compelling opportunity to add value in portfolios given the vol... Read more

28 Jan 2019

8mins

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Ranked #3

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Midyear Outlook: Infrastructure, MLPs and the CEF Market

Midyear Outlook: Infrastructure, MLPs and the CEF Market

The Closed-End Fund Association checks in with two Cohen & Steers’ experts for a mid-year review of the MLP, infrast... Read more

10 Aug 2018

15mins

Ranked #4

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Interval Funds: A New Approach for Alternative Investing

Interval Funds: A New Approach for Alternative Investing

25 Jul 2018

15mins

Most Popular Podcasts

Ranked #5

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Portfolio Considerations: Preferred Securities Edition

Portfolio Considerations: Preferred Securities Edition

With investors’ increasing appetite for income-generating investment vehicles, Brian Cordes, Senior Vice President - Hea... Read more

28 Nov 2017

12mins

Ranked #6

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CEF Insight: Energy Infrastructure and MLPs – are we turning the corner?

CEF Insight: Energy Infrastructure and MLPs – are we turning the corner?

Jeff Jorgensen, Portfolio Manager and Director of Research with the Energy Infrastructure Securities team at Brookfield ... Read more

29 Jan 2020

26mins

Ranked #7

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Real Estate Strategies For A Diversified Portfolio

Real Estate Strategies For A Diversified Portfolio

Kate Davis, President & Portfolio Manager of Broadstone Real Estate Access Fund at Broadstone Real Estate and The Cl... Read more

10 Jul 2019

9mins

Ranked #8

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Ireland – A Closer Look at Investment Opportunities within Europe

Ireland – A Closer Look at Investment Opportunities within Europe

CEFA speaks with Noel O’Halloran, Chief Investment Officer with KBI Global Investors and Portfolio Manager of the New Ir... Read more

9 Nov 2017

16mins

Ranked #9

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CEF Insights: Accessing Private Securities in Real Asset Markets

CEF Insights: Accessing Private Securities in Real Asset Markets

Ben Rotenberg, portfolio manager with Principal and the Closed-End Fund Association discuss the potential for interval f... Read more

27 Feb 2020

9mins

Ranked #10

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Alternative Income: Opportunities In Private Credit Markets

Alternative Income: Opportunities In Private Credit Markets

Kim Flynn, Managing Director for alternative investments at XA Investments discusses 1) How institutional strategies in ... Read more

21 Mar 2019

15mins

Ranked #11

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MLPs: How Perceived Market Foe May be Fundamental Investment

MLPs: How Perceived Market Foe May be Fundamental Investment

Joined by Ed Russell, Managing Director — Tortoise and James Cunnane, Managing Director and Chief Investment Officer of ... Read more

1 May 2018

14mins

Ranked #12

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Infrastructure, Defensive & Diverse

Infrastructure, Defensive & Diverse

Bob Becker, Senior Vice President, Portfolio Manager, Global Infrastructure at Cohen & Steers and The Closed-End Fun... Read more

23 May 2019

9mins

Ranked #13

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Market Outlook: Senior Loan Edition

Market Outlook: Senior Loan Edition

First Trust’s Bill Housey, Senior Portfolio Manager for the Leveraged Finance Investment Team, discusses the senior loan... Read more

31 Oct 2018

19mins

Ranked #14

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CEF Insights: Gold Mining Companies – Finding Diversification

CEF Insights: Gold Mining Companies – Finding Diversification

Axel Merk and Peter Maletis from Merk Investments and the Closed-End Fund Association discuss the potential for gold min... Read more

10 Feb 2020

16mins

Ranked #15

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Lipper’s February Closed-End Fund Market Review

Lipper’s February Closed-End Fund Market Review

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides ... Read more

13 Mar 2020

13mins

Ranked #16

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Senior Loans, Positioning in 2019

Senior Loans, Positioning in 2019

Brian Good, Senior Managing Director, Co-Head of Tradable Credit at THL Credit discusses why senior loans are a good way... Read more

2 May 2019

9mins

Ranked #17

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A Growing CEF Opportunity in Real Assets and Alternatives?

A Growing CEF Opportunity in Real Assets and Alternatives?

A conversation with Larry Antonatos, Managing Director & Portfolio Manager - Brookfield Asset Management, about: • R... Read more

1 Jun 2017

10mins

Ranked #18

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Lipper’s November Closed-End Fund Market Review

Lipper’s November Closed-End Fund Market Review

Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Fund Market Insight Report which provides ... Read more

9 Dec 2019

12mins

Ranked #19

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Investment Flexibility in Volatile Markets

Investment Flexibility in Volatile Markets

Bob Bush, Senior Vice President with Calamos, discusses 1) the benefits of investment flexibility and active management ... Read more

11 Feb 2019

9mins

Ranked #20

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Investing in Healthcare and Biotechnology

Investing in Healthcare and Biotechnology

TEKLA Capital Management LLC's Daniel R. Omstead, Ph.D., President and Chief Executive Officer, discusses: • The appeal ... Read more

1 Apr 2016

8mins

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