Current Use of Leverage and Implications of Rising Rates for U.S. Closed-End Funds by Fitch Ratings
Tuesday, October 25, 2016, 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
- Range of operating leverage ratios today;
- Types of leverage utilized in municipal and taxable sectors;
- Impacts of regulation on closed-end fund leverage;
- Implications of rising rates on leveraged closed-end funds;
- Cost of funding for different leverage types.
Senior Director, Fund & Asset Manager Rating Group
Greg Fayvilevich is a Senior Director and head of Fitch Ratings' U.S. Funds & Asset Managers group based in New York. The U.S. Funds group is responsible for Fitch's coverage of U.S. money market funds, closed-end funds, local government investment pools, bond funds, and collateralized fund obligations. Greg's team is responsible for assigning and maintaining ratings, developing rating criteria and models, and publishing timely research on analytical and regulatory developments affecting the sectors the group covers.
Associate Director, Fund & Asset Manager Rating Group
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 Washington University in St. Louis.
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 email@example.com. The Q&A portion of the webinar is 10 minutes long.
This 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.
A FREE AND INVALUABLE RESOURCE
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.
Achieve Maximum Visibility as the Exclusive Presenter/Sponsor of a Capital Link Closed-End Funds & Global ETFs Webinar
When was the last time you were able to talk to a global audience about your company's products and services? We can help you do that with one of our cost-effective, high-return Webinars.
The Capital Link Closed-End Funds & Global ETF Webinar Series provides numerous live and on-demand playback investor webinars that are focused on topics of contemporary interest in the industry. As a sponsor of one of these webinars, your company will provide updates and enlightenment on issues of importance while aligning your organization with the interests of our audience. Sponsors of these webinars will receive brand recognition and exposure as well as the ability to offer a white paper or PowerPoint presentation at registration to webcast attendees so as to generate leads.
For more information on webinar sponsorship opportunities, please contact Nicolas Bornozis at firstname.lastname@example.org or call +1 212 661-7566.
Capital Link - New York - London - Athens
230 Park Avenue - Suite 1536 - NY - New York 10169, USA - Tel.: +1 212 661 7566 - Fax: +1 212 661 7526
Longcroft House,2-8 Victoria Ave, London, EC2M 4NS, U.K - Tel. +44(0) 203 206 1320 - Fax. +44(0) 203 206 1321
40, Agiou Konstantinou Str, Suite A 5, 151-24 Athens, Greece - Tel. +30 210 6109 800 - Fax +30 210 6109 801