<p>Terry Gallagher, executive vice president at UMB Fund Services, sees an industry-wide trend towards the development of new interval and tender-offer funds. Gallagher -- whose firm helps investment companies launch new issues -- covers the reasons why the structures are growing in popularity, the tax implications that issuers consider when setting up a fund and more.</p>

Terry Gallagher, executive vice president at UMB Fund Services, sees an industry-wide trend towards the development of new interval and tender-offer funds. Gallagher -- whose firm helps investment companies launch new issues -- covers the reasons why the structures are growing in popularity, the tax implications that issuers consider when setting up a fund and more.

UMB's Gallagher discusses the evolution of tender-offer funds

The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) & business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors & advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.

Business

Investing

The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) &amp; business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors &amp; advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed &amp; non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs &amp; BDCs.

Share UMB's Gallagher discusses the evolution of tender-offer funds

Sign up to save your podcasts

UMB's Gallagher discusses the evolution of tender-offer funds

UMB's Gallagher discusses the evolution of tender-offer funds

More shows like The NAVigator

Macro Voices

The Meb Faber Show - Better Investing

Real Vision: Finance & Investing

CEF INSIGHTS

The Compound and Friends

All-In with Chamath, Jason, Sacks & Friedberg

RiskReversal Pod

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Wealthion - Be Financially Resilient

The Macro Trading Floor

Investing Experts

The Insight by Oaktree Capital

Thoughtful Money with Adam Taggart

Monetary Matters with Jack Farley

The Real Eisman Playbook