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.
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