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
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.
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.
On 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
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
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.
Given 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
https://cefdata.com/static/cefdata/download/CEFDataPricing2018-1015.pdf
Links mentioned on the webinar / call:
https://www.nuveen.com/en-us/thinking/closed-end-funds/understanding-leverage
Check out The NAVigator AICA’s Weekly podcast: https://aicalliance.org/alliance-content/pod-cast/
BDC Buzz: https://www.bdcbuzz.com/
Direct Lending Deals: https://dldeals.com/
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…
Click on the link below to see John Cole Scott’s answers to the following questions presented in a recent Seeking Alpha article: 
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 of Closed-End Fund Advisors was recently quoted in a May 3, 2019 Kiplinger 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.
On April 11th we held our Quarterly Closed-End Fund, BDC Universe, and Closed-End Interval Fund Update, Outlook, and IPO Review. 
Please watch the replay or download the slides to see what trends we covered in the CEF industry including:
*Discounts & Discount Trends
*Yield and Yield Trends
*Dividend Changes
*Last Quarter’s and Recent Peer-group performance (NAV and Market Price).
*UNII, Earnings and Return of Capital (RoC) Trends
* Recent CEF IPO’s
* Liquidity & Liquidity Trends
* Activist Updates & Trends
* CEF Deaths & Mergers
* NAV vs. Market Price Volatility
* New CEF Universe Data
* 2019 Outlook
* Pre-submitted & Live Q&A
