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The NAVigator

Oct 25, 2019

Piers Currie of Warhorse Partners discusses the long history of closed-end funds and unit investment trusts in England and what domestic investors can learn from the industry in Europe, as well as why closed-end funds are ideal for making international investments and how he thinks the financial industry will...


Oct 24, 2019

Joshua Deringer, chairman of the investment management group at the law firm Drinker, Biddle and Reath, explains the inner workings of 'interval funds,' a type of closed-end fund that is not publicly traded but that is growing in popularity in part because the fund structure itself makes it ideal for alternative...


Oct 11, 2019

Patrick Shaddow, director of index operations at S-Network Global Indexes, discusses the merits to and the construction of index funds built entirely of closed-end funds, noting the importance of favoring issues with discounts and good liquidity in developing products and benchmarks that reflect the true potential and...


Oct 4, 2019

Kimberly Flynn, managing director of alternative investments at XA Investments, discusses how alternative investments from private equity to illiquid securities, insurance credits and much more are being increasingly made available through closed-end fund structures, a result both of investor demand and...


Oct 1, 2019

John Cole Scott, founder of the Active Investment Company Alliance, is the guest on the first NAVigator podcast, discussing the ins and outs of this new show and closed-end fund investing, what to expect from it in the future, and what his new organization is trying to achieve by bringing together all of the...