Current Use of Leverage in U.S. Closed-End Funds


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Tuesday, September 22 , 2015, 11:00 AM ET

4:00 PM LONDON | 
5:00 PM PARIS | 6:00 PM ATHENS | 11:00 PM HONG KONG
 

DURATION: 40 MINUTES FOLLOWED BY Q&A SESSION 

LISTEN TO OUR EXPERT PRESENTERS LIVE FROM YOUR OWN DESK
 

 

This webinar has been approved by IMCA for 1.00 CIMA/CPWA CE credit.
Submit your CFP/CIMA number at registration.



Overview
  • Range of operating leverage ratios today;
  • Types of leverage utilized in municipal and taxable sectors;
  • Debt maturity schedule in the industry;
  • Cost of funding for different leverage types;
  • Outlook for next six months.


Featured Presenters






Ian Rasmussen
Senior Director, Fund & Asset Manager Rating Group
Fitch Ratings



Ian Rasmussen is the U.S. head of Fitch's Fund and Asset Manager Group, overseeing ratings assigned to money market funds, closed-end funds, local government investment pools and asset managers.

From 2003 to 2008, Ian worked in Fitch's credit policy group, where he supported the corporate, municipal, and structured finance rating groups and conducted research on credit default swaps and structured finance.

Ian earned a BS in finance from Southern Utah University and an MBA in finance from Fordham University Graduate School of Business.

 






Brian Knudsen
Associate Director, Fund & Asset Manager Rating Group
Fitch Ratings



Brian Knudsen is an Associate Director in the Fund and Asset Manager Group at Fitch Ratings primarily overseeing ratings on closed-end funds.

Prior to joining Fitch, Brian was an Associate Director at Oppenheimer & Co. Inc. where he served in various roles including closed-end fund strategy and research, short-term trading, and business development.

Brian earned a BSBA in Finance & International Business from the Olin Business School at Washington University in St. Louis.

 


Webinar Structure


The webinar will consist of a 40-minute expert presentation, which will be followed by a Q&A lasting for 15 minutes. This webinar will be archived and available for replay upon registration.


Q&A Session - Submitting Questions 

Participants can submit questions prior to or during the event through the special feature on the event page, or they can email them to Capital Link at questions@capitallink.com. The Q&A portion of the webinar is 10 minutes long.


Fitch Ratings webinar is organized by Capital Link, a New York-based Investor Relations and Financial Communications firm.

Registrants can download the PowerPoint presentation from this webcast.

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This webinar will also be available on demand at any time after the live broadcast.


Who Should Attend?

Broker-Dealers - Certified Financial Planners - Certified Trust and Financial Advisors - Closed-End Funds Issuers - Financial Advisors - Financial Media - Financial Planners - Hedge Fund Managers - Institutional Investors - Investment Consultants - Pension Fund Managers - Prime Brokers - Private Bankers



About Capital Link, Inc. 

 

Capital Link is a New York-based investor relations and financial communications firm, which, among other activities, maintains a strategic focus on closed-end funds and ETFs. 

Capital Link has developed specific investor outreach programs and IR tools focused on CEFs and ETFs in order to enhance their profiles among analysts, investors, and financial media. 

In pursuit of this objective, Capital Link maintains websites dedicated to CEFs (www.CEFForum.com) and ETFs (www.ETFForum.com) that track the news and developments of all U.S. listed CEFs and ETFs, providing investors with a free information resource on these topics. The 13th Annual Closed-End Funds & Global ETFs Forum (www.CapitalLinkForum.com), considered a premier industry annual event, will take place in New York City on April 24, 2014, bringing together investors, analysts, wealth management professionals, and CEF and ETF industry participants. Capital Link also offers the "Closed-End Funds & Global ETFs Webinar Series (www.CapitalLinkWebinars.com)," an online interactive platform that is on CEFs, ETFs, and other pertinent industry topics. Open to the public, these virtual events provide an in-depth look into the CEF & ETF industry, and ground issues and timely topics in the context of the global economy, fostering a better understanding among participants. 

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