Closed-end funds and similar products offer a compelling opportunity for High Net Worth investors, but many investors do not understand these products, or how they can fit into an overall portfolio strategy.
John Cole Scott, president at Closed-End Fund Advisors, joins Andy Hagans to discuss how he helps clients generate alpha with closed-end funds, BDCs, and interval funds.
*Background on John’s career, and how he was “apprenticed” into the closed-end fund and wealth management space.
*Why closed-end funds offer the opportunity for alpha for enterprising investors and advisors.
*The differences between BDCs and closed-end funds, and which product wrapper has the most momentum in the market right now.
*John’s thoughts on whether interval funds and similar intermittent liquidity products should be thought of as primarily liquid, or primarily illiquid.
*John’s predictions on where the industry may go in the next three to five years.
On Wednesday, February 22, 2023, Closed-End Fund Advisors’ John Cole Scott appeared on “In The Nasdaq” with InvestmentNews anchor Gregg Greenberg and discussed higher yields and the case for CEFs, BDCs and interval funds. Click on the link below to listen to the interview.

You can access the interview by clicking below
On Wednesday, January 18, 2023, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC Universe, interval funds update, IPO review, and outlook webinar to review the fourth quarter of 2022 and to look ahead to 2023.

You can access the webinar by clicking on the link below.
https://register.gotowebinar.com/register/6931717553273998428
You can access the slides from the webinar by clicking on the link below.
https://www.cefadvisors.com/Download/2023-0118-CEFUpdate-Outlook.pdf
On Friday, November 25, 2022, Closed-End Fund Advisors’ John Cole Scott appeared on The NAVigator with host Chuck Jaffe and discussed the big discounts in the closed-end fund world to come up with the best bargains, the most meaningful plays now, based not just on current sale prices but the value and income streams investors can unlock. In his search, he identified two equity and two fixed-income funds that might be a good addition to any investment shopping list.

To listen to this episode of The NAVigator click on the link below:
https://aicalliance.org/john-cole-scott-goes-discount-shopping-for-black-friday/
CEF Advisors’ Quarterly Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook
On Wednesday, October 19, 2022, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC Universe, interval funds update, IPO review, and outlook webinar to review the third quarter of 2022 and to look ahead to the fourth quarter.

You can access the webinar by clicking on the link below.
https://register.gotowebinar.com/register/54963908375108109
You can access the slides from the webinar by clicking on the link below.
https://www.cefadvisors.com/Download/2022-1019-CEFUpdate-Outlook.pdf
On Thursday, April 21, 2022, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC Universe, interval funds update, IPO review, and outlook webinar to review the first quarter of 2022 and to look ahead to the rest of 2022.

You can access the webinar by clicking on the link below.
https://register.gotowebinar.com/register/54963908375108109
You can access the slides from the webinar by clicking on the link below.
http://www.cefadvisors.com/Download/2022-0421-CEFUpdate-Outlook.pdf
John Cole Scott was a recent guest on Nasdaq Trade Talks where he was interviewed by Jill Malandrino.

To see the interview and to hear what John had to say click here: https://youtu.be/MiLc7jzzVgo
On Wednesday, April 28, 2021, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC Universe, interval funds update, IPO review, and outlook webinar to review the first quarter of 2021 and to look ahead to the rest of 2021.

You can access the webinar by clicking on the link below.
https://register.gotowebinar.com/register/5154066719871449611
You can access the slides from the webinar by clicking on the link below.
http://www.cefadvisors.com/Download/2021-0428-CEFUpdate-Outlook.pdf