Moderator:Rich Kendrick, Co-Head of Equity Capital Markets and Senior Managing Director – Stifel

Panelists:Raj Shrestha, SVP of Finance – Newtek Business Services Corp.Arthur Howard Penn, Chairman, CEO and Founder – PennantPark Investment Corporation

 

This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Moderator:Greg Fayvilevich, Senior Director - Fitch Ratings

Panelists:Curtis Holloway, Senior Vice President, Head of Fund Administration, CFO and Treasurer – Calamos InvestmentsBrian Knudsen, Associate Director - Fitch RatingsAndrew Hanson, Managing Director - Morgan Stanley Steve Nelli, Managing Director - ‎Wells Fargo Securities

 

This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Moderator:Mariana F. Bush, CFA, CEF & ETP Research - Wells Fargo Investment Institute

Panelists:Rennie McConnochie, Global Head of Banks – Aberdeen Standard Investments Douglas Bond, Executive Vice President – Cohen & SteersJeff Margolin, Senior Vice President – First Trust Portfolios

 

This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Moderator:Alex Reiss, Director – Stifel

Panelists:Barry Nelson, Partner – Advent Capital Management, LLC Presentation/PDFEvan Serton, Senior Vice President – Cohen & SteersKen Fincher, Senior Vice President, Portfolio Manager – First TrustMike Taggart, Vice President, Director of Closed-End Fund Research – Nuveen Investments

 

This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Eoin Fahy, Chief Economist, Investment Strategist - KBI Global Investors Ltd

 

This audio podcast was recorded on Thursday, May 17, 2018 at our 17th Annual CEFs and Global ETFs Forum in NYC.

Overview • Growth: Ireland has been among the strongest growing economies in Europe since 2011 • Improving Fundamentals: Strengthening government and corporate balance sheets. Growth has been organic, not debt driven • Positioned for Global Growth: Ireland's strong economy should benefit from improving European and global growth • Portfolio Positioning: Ireland's place in diversifying with European equities • New Ireland Fund: A portfolio of attractive stock picks

 

Presenters:

• Noel O'Halloran, Executive Director & Chief Investment Officer - KBI Global Investors Ltd

• Eoin Fahy B.A., A.S.I.A.I, Chief Economist, Investment Strategist - KBI Global Investors Ltd

 

This podcast was recorded on Thursday, November 16, 2017.

Overview • Range of operating leverage ratios today; • Types of leverage utilized in municipal and taxable sectors; • Impacts of regulation on closed-end fund leverage; • New forms of leverage utilized by closed-end funds; • Cost of funding for different leverage types.

Presenters:• Greg Fayvilevich, Senior Director - Fitch Ratings• Brian Knudsen, Associate Director, Fund & Asset Manager - Fitch Ratings

This podcast was recorded on Tuesday, October 24, 2017.

Moderator:

Greg Fayvilevich, Senior Director, Fund & Asset Management Ratings - Fitch Ratings

Panelists:

Brian Knudsen, Associate Director, Fund & Asset Management Ratings - Fitch Ratings

Presentation/PDF

Amit Jain, Director, Financial Institutions Investment Banking - Wells Fargo Securities

Mark Kelly, Director - Product Oversight - BlackRock

Andrew Kleeman, Managing Director, Private Placements - Barings

Presentation by Boaz Weinstein, Founder and Chief Investment Officer - Saba Capital Management, L.P.

Ken Fincher, SVP, Portfolio Manager - First Trust Portfolios