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John Cole Scott Quoted in Fund Board Views Article “Q&A: Boulder Letter, Closed-end Funds, and Activist Investors (part 1)”

Closed-End Fund Advisors’ John Cole Scott was recently quoted in a Fund Board Views article. Click on the link below to see what John had to say.

Click here to read article (subscription may be required).

CEF Advisors’ Quarterly Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook

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

John Cole Scott Quoted in Kiplinger Article Titled “35 Ways to Earn Up to 10% on Your Money”

Closed-End Fund Advisors’ John Cole Scott was recently quoted in a Kiplinger article titled “35 Ways to Earn Up to 10% on Your Money”. Click on the link below and read the section of the article on closed-end funds (part 7 of 8) to see what John had to say.

Click here to read article (subscription may be required).

John Cole Scott Quoted in WealthManagement.com article “Redemption Requests Slow Inflows to Real Estate Interval Funds”

Closed-End Fund Advisors’ John Cole Scott was recently quoted in an article on WealthManagement.com titled “Redemption Requests Slow Inflows to Real Estate Interval Funds”. Click on the link below to see what John had to say.

Click here to read article (subscription may be required).

CEF Advisors’ Quarterly Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook

JCS Updated PhotoOn Wednesday, January 20, 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 fourth quarter of 2020 and to look ahead to the first quarter 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/2021-0120-CEFUpdate-Outlook.pdf

CEF Advisors’ Quarterly Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook

On Thursday, July 9, 2020, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC universe and interval funds update, IPO review, and outlook webinar to review the second quarter of 2020 and to look ahead to the third quarter. Read the transcript of the webinar below.

You can access the webinar by clicking on the link below.
https://register.gotowebinar.com/register/5264000286584791822

You can access the slides from the webinar by clicking on the link below.
http://www.cefadvisors.com/Download/2020-0709-CEFUpdate-Outlook.pdf

Transcription: http://cefadvisors.com/Download/2020-0709-CEFUpdate-Outlook-Transcript.pdf

John Cole Scott, CFS

Read more…

John Cole Scott Quoted in Financial Advisor magazine article “Hunkering Down With Closed-End Funds”

Closed-End Fund Advisors’ John Cole Scott was recently quoted in an article in Financial Advisor magazine titled “Hunkering Down With Closed-End Funds”. Click on the link below to see what John had to say.

Click here to read article (subscription may be required)

CEFAdvisors // CEFData.com — Closed-End Funds & BDCs: Discounts, Dividend Risk & Leverage Limits: Putting recent market moves & actions into perspective w/ John Cole Scott (Webinar Replay & Transcript)

Market Trading ScreenGiven the recent market volatility and historically uncommon discount widening for closed-end funds and BDCs we wanted to share our opinions, experience, and near-term outlook for the CEF and BDC universe of listed funds. CEF Advisors’ CIO, John Cole Scott held a timely presentation for our clients, prospects, peers and strategic relationships on March 23rd, 2020 with 30 minutes of prepared remarks and 30 minutes to cover the pre-submitted and live Q&A.

Webinar Replay Registration URL

The transcript follows the information below on this blog article.

NOTE: As mentioned on the call, CEF Advisors / CEFData.com  has a daily news alerts email for listed CEFs / BDCs and weekly 285+ data point data sheet on CEFs/BDCs as well as daily API / FTP feeds for more active users of data. Both have tiered pricing for individuals, financial advisors and higher.


We will be offering four 50 minute consulting calls with John Cole Scott a week. Sessions will be available March 31st to April 30th for those in need of a personalized CEF / BDC portfolio check-up.

Consulting Call includes 60 minutes of portfolio review on CEFdata.com, with 30 days access to the portfolio(s) & 20 minutes of phone / email support for 2 weeks post consultation + three months access to our Daily News Alerts. Cost is $689 and the value is approximated at $1600+. Pricing based on 2 portfolio and 40 combined holdings additional time $500 / hour. Schedule one of these limited calls with Jennifer@CEFadvisors.com.

Links mentioned on the webinar / call:


CEF Advisors 35+ Index Page: www.cefdata.com/index
CEF Advisors Index Performance: www.cefdata.com/index/performance
CEFData.com CEF/BDC Profile Page (Example): www.cefdata.com/funds/pci
CEF Analyzer Website (Heat Map) https://cefanalyzer.com/app/treemap

AICA Member Nuveen has the following resource on Leverage:
https://www.nuveen.com/en-us/thinking/closed-end-funds/understanding-leverage
Active Investment Company Alliance (AICA) website: www.AICalliance.org
Check out The NAVigator AICA’s Weekly podcast: https://aicalliance.org/alliance-content/pod-cast/

BDC Links:
BDC Reporter: https://bdcreporter.com/
BDC Buzz: https://www.bdcbuzz.com/
Direct Lending Deals: https://dldeals.com/
National Securities March 17th BDC Research: http://www.cefadvisors.com/Download/industryupdate.pdf

Webinar / Call Transcript:

Good afternoon. John Cole Scott with Closed-End Fund Advisors. We are still letting people log in. We have a couple of things point of order, we are recording this session, it’s worked ninety-eight times out of a hundred in the ten years we’ve been using GoToWebinar. We are also going to have our transcriber transcribe this session and get it out on our blog and available to all attendees and registrants after the fact. Read more…

Read John Cole Scott’s insights in Seeking Alpha Article Titled “The Ups And Downs Of CEF Investing – Author Interviews”

Click on the link below to see John Cole Scott’s answers to the following questions presented in a recent Seeking Alpha article: Seeking Alpha Logo

1. Do you use closed-end funds for growth or for income?

2. What was the biggest mistake you’ve ever   made with CEF Investing and what was  the result?

3. Based on your own experience, what has made the biggest impact on the success of your CEF Portfolio (a particular decision, strategy, concept, piece of advice, etc.), and why?

Click here for the article (note: subscription may be required)
https://seekingalpha.com/article/4266469-ups-downs-cef-investing-author-interviews

 

John Cole Scott Quoted in Kiplinger’s article ” 33 Ways to Get Higher Yields”

John Cole Scott of Closed-End Fund Advisors was recently quoted in a May 3, 2019 Kiplinger red logoKiplinger article by John Waggoner. Click on the link below to read the article titled “33 Ways to Get Higher Yields” to see what John had to say regarding closed-end funds.

 

Click here to read article (subscription may be required)