Best Interval Funds Podcasts (2024)

1
Interval and Tender Offer Funds for Private Fund Managers 13:35

4h ago13:35

13:35

On this Ropes & Gray podcast, asset management partners Chelsea Childs and Catherine Skulan discuss considerations for private fund managers seeking to explore the expansion of their business into alternative retail products. They share insights on the benefits of accessing a broader investor base, highlight alternative fund types—interval funds an…

1
CAIA's Filbeck on interval funds and media criticism of the structure 13:10

7h ago13:10

13:10

Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association (CAIA), discusses interval funds, their evolution, fee structures, and potential. He also responds to recent media coverage that has been critical of them as investment vehicles, including a recent Wall Street Journal article on how interval fund fees "will…

1
A Word for Our Sponsors: GP-Led Secondaries Outlook with Devon Park Advisors (Part II) 22:01

4h ago22:01

22:01

Join Deb Lussier, partner and co-leader of the sponsor solutions practice at Ropes & Gray, on the latest episode of A Word for Our Sponsors. On this podcast, the second in a two-part series, Deb and Marc Migliazzo, counsel in the sponsor solutions practice, continue their in-depth conversation with Jon Costello, founder and managing partner of Devo…

1
NAVigator bonus: RVP's Fertig on what's attractive as rate-cut cycle starts 18:54

24h ago18:54

18:54

Maury Fertig, Chief Investment Officer at Relative Value Partners, discusses how the changing interest rate picture is impacting considerations on the closed-end funds he is considering for client portfolios — and which areas of the closed-end fund universe look particularly attractive now. He also talks about how a number of BlackRock funds are pe…

1
Saratoga's Oberbeck on the state of private credit ahead of interest rate cuts 12:36

3h ago12:36

12:36

Chris Oberbeck, Chairman and Chief Executive Officer at Saratoga Investment Corp., says that private credit — which has been on the rise for several years — is being challenged by a cooling market for mergers and acquisition activity. That has put pricing pressure on managers, which should ease a bit as rates come down and mergers and financing dea…

1
A Word for Our Sponsors: GP-Led Secondaries Outlook with Devon Park Advisors (Part I) 15:30

4h ago15:30

15:30

Join Deb Lussier, partner and co-leader of the sponsor solutions practice at Ropes & Gray, and Marc Migliazzo, counsel in the sponsor solutions practice, as they delve into the dynamic world of GP-led secondary transactions with special guest Jon Costello, founder and managing partner of Devon Park Advisors, a boutique investment bank with a core f…

1
R&G Tech Studio Presents: IP Litigation Counsel Matthew Shapiro 21:43

3h ago21:43

21:43

On this episode of the R&G Tech Studio podcast, Steve Pepe, chair of the intellectual property litigation practice at Ropes & Gray, sits down with IP litigation counsel Matt Shapiro to discuss the latest trends in technology litigation, focusing on the automotive industry. They delve into the impact of vehicle-to-everything (V2X) communications, el…

1
Culture & Compliance Chronicles: The FEPA Factor—Will the DOJ's Latest Tool Reshape the Landscape of Anti-Corruption Enforcement and Compliance? 31:37

17d ago31:37

31:37

What on earth is FEPA (the Foreign Extortion Prevention Act)? On this episode of Culture & Compliance Chronicles, Amanda Raad and Nitish Upadhyaya from Ropes & Gray’s Insights Lab, and Richard Bistrong of Front-Line Anti-Bribery, ask guest Ryan Rohlfsen, a former federal prosecutor at the U.S. Department of Justice (DOJ) and now partner and co-chai…

1
XAI's Flynn on growth and expansion in interval funds 13:56

4d ago13:56

13:56

Kimberly Flynn, Managing Director of Alternative Investments at XA Investments, discusses the state of interval funds, which have been growing rapidly and expanding their asset reach. It's not just the 50-plus funds on file and the entry of big players and new investment ideas, but also the recent rise in media interest. In the interview, Flynn res…

1
Women @ RopesTalk: Conversation with Neena Reddy, Blue Owl Capital 15:52

18d ago15:52

15:52

On this episode of Women @ RopesTalk hosted by IP transactions partner Megan Baca, litigation & enforcement partner Helen Gugel returns for another engaging conversation, this time with Neena Reddy, general counsel of Blue Owl Capital, an alternative asset manager with nearly $200 billion in assets under management. Neena shares her journey from pr…

1
BlueBay's Farley: 'We're looking at a multi-year high in default rates' 13:17

22d ago13:17

13:17

Duncan Farley, Portfolio Manager on the Developed Markets Special Situations team at RBC BlueBay Asset Management — manager of the BlueBay Destra International Event-Driven Credit Fund — says corporations that have been "dining out on cheap finance" now have indigestion because their debt levels, leverage, and costs have gone up, so "the math doesn…

1
Non-binding Guidance: How Drug and Device Companies Can Tackle Internet Misinformation 18:12

12d ago18:12

18:12

On this episode of Non-binding Guidance, hear from Kellie Combs, chair of Ropes & Gray’s life sciences regulatory and compliance practice group, and Josh Oyster, a nationally recognized partner in the life sciences regulatory and compliance practice, as they discuss the FDA’s revised draft guidance, "Addressing Misinformation About Medical Devices …

1
Controlling Opinions: Latest Developments Regarding Controlled Substance Issues in Telemedicine 22:26

15d ago22:26

22:26

On this episode of Ropes & Gray’s podcast series, Controlling Opinions, hear from partners Brett Friedman, Andrew O’Connor, and Josh Oyster regarding recent developments related to the prescribing of controlled substances via telemedicine. They discuss the current DEA regulatory landscape related to prescriptions of controlled substances via teleme…

1
John Cole Scott on where closed-end funds stand at mid-year 13:43

23d ago13:43

13:43

John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, provides an update on what's been happening with closed-end funds throughout the first half of 2024. He notes that discounts narrowed almost across the board, but yields increased, resulting in positive returns for most asset classes.…

1
Decoding Digital Health: Artificial Intelligence Unveiled—The Science Behind AI 25:58

19d ago25:58

25:58

On this episode of Ropes & Gray’s podcast series, Decoding Digital Health, Megan Baca, co-leader of the IP transactions and licensing practice and co-chair of the firm’s digital health initiative, is joined by IP transactions counsel Georgina Suzuki and technical advisor Andrew O’Brien as they explore the science behind AI. They discuss how AI work…

1
California Privacy Laws for Asset Managers 18:38

21d ago18:38

18:38

On this episode of Ropes & Gray’s California Law for Asset Managers podcast series, asset management partner Catherine Skulan is joined by data, privacy & cybersecurity partner Ed McNicholas to discuss recent developments in California privacy law. California’s privacy laws can implicate a wide range of managers—from those based in the state to tho…

1
Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon 43:28

21d ago43:28

43:28

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…

1
abrdn’s Akus sees opportunity as healthcare plays ‘catch up’ with the market 12:08

1M ago12:08

12:08

Jason Akus, Senior Investment Director and Head of Healthcare Investing at abrdn and manager of the firm’s four closed-end funds covering biotech and healthcare, says that the stock market appears to be broadening out and that healthcare and biotech are both likely to be beneficiaries. Healthcare stocks have generally lagged the stock market since …

1
Culture & Compliance Chronicles: A Journey into Team Ethical Culture with Guillem Casoliva Cabana 31:42

28d ago31:42

31:42

On this episode of Culture & Compliance Chronicles, Amanda Raad and Nitish Upadhyaya from Ropes & Gray’s Insights Lab, and Richard Bistrong of Front-Line Anti-Bribery, delve into the intricacies of corporate culture and compliance with special guest Guillem Casoliva Cabana. A seasoned traveler and compliance manager at Booking.com, Guillem takes us…

1
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:58

29d ago50:58

50:58

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
SCOTUS and the Future of the Administrative State: After Jarkesy and Loper Bright 27:12

2M ago27:12

27:12

The U.S. Supreme Court’s term has ended, with major implications for federal agencies and those that are regulated by them. What did the Court cover? And what remains unaddressed? Join litigation & enforcement partners Doug Hallward-Driemeier and Jeremiah Williams as they discuss the impact of Jarkesy and Loper Bright on federal agency authority, i…

1
CION's Gatto: Money rushing into BDCs creates middle-market opportunities 13:22

1M ago13:22

13:22

Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investment Group — which manages the business development company CION Investment Corp. — discusses the heavy interest and cash flow into BDCs and how that is changing the space and making it important for investors and advisers to "pull back the layers to understand what they are invest…

1
Decoding Digital Health: Conversation with Dr. Bernardo Bizzo, Mass General Brigham AI 15:58

1M ago15:58

15:58

On this episode of Ropes & Gray’s podcast series, Decoding Digital Health, Christine Moundas, a health care partner and co-chair of the firm’s digital health initiative, is joined by Dr. Bernardo Bizzo, a senior director at Mass General Brigham AI and assistant professor of radiology in the Department of Radiology at Mass General Hospital. Dr. Bizz…

1
The Data Day: Recent Developments in AI Governance and State Privacy Laws 14:10

2M ago14:10

14:10

Tune in to the latest episode of Ropes & Gray's podcast series, The Data Day, brought to you by the firm’s data, privacy & cybersecurity practice. This series focuses on the day-to-day effects that data has on all of our lives as well as other exciting and interesting legal and regulatory developments in the world of data, and features a range of g…

1
Picking between funds is about much more than big yields 12:41

2M ago12:41

12:41

John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, compares two high-yielding offerings from Ares, breaking down the Ares Dynamic Credit Allocation (ARDC) fund and the CION Ares Diversified Credit I (CADUX) fund. He shows that while both could be viable and attractive options for investors…

1
Non-binding Guidance: FDA Regulatory & Enforcement Risks Relevant to Academic Medical Centers, Health Systems and Research Institutions 21:43

2M ago21:43

21:43

On this episode of Ropes & Gray’s podcast series, Non-binding Guidance, counsel Steve Sencer moderates a discussion on how FDA regulatory issues may impact academic medical centers (AMCs), health systems, and universities/research institutions. Joined by partner David Peloquin, and counsel Sarah Blankstein and Beth Weinman, the episode explores the…

1
John Cole Scott on BDCs vs. private credit funds, AI impacting money management, and more 11:50

2M ago11:50

11:50

John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, shares takeaways from a recent industry conference focused on business development companies (BDCs). He talks about how BDCs compare to private credit funds, how the market is changing, and how some money managers are using artificial inte…

1
What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:33

2M ago42:33

42:33

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
A New Wave of ERISA Class Actions?: Some Employer/Fiduciary Implications of Lewandowski v. Johnson & Johnson 18:50

2M ago18:50

18:50

On this podcast, Harvey Cotton, Bill Littell, and Darien Saft from Ropes & Gray’s benefits consulting group delve into the intricacies of the Lewandowski v. Johnson & Johnson ERISA class action lawsuit. They discuss the allegations of fiduciary breaches in the administration of J&J's pharmacy benefit and explore the potential implications of these …

1
Alumni @ RopesTalk: Conversation with Charles Soule, Comic Book Writer & Novelist 24:22

2M ago24:22

24:22

On this episode of Ropes & Gray’s Alumni @ RopesTalk podcast, private equity partner Carl Marcellino interviews #1 New York Times-best-selling novelist, comic book writer and musician Charles Soule, who was an associate at Ropes & Gray from 2000-2004. They discuss how Charles built a creative life while practicing as a lawyer. Charles shares his ex…

1
VettaFi's Islam on the highs and lows of applying rules to CEF investing 9:24

2M ago9:24

9:24

Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses the benefits and flaws of applying rules-based investing to closed-end funds. She notes that changes in the industry have forced changes on a rules-guided index of closed-end funds created by VettaFi, and how that is impacting the holdings and asset allocation of the fund-of-…

1
Hospital and Health System Value-Based Care Strategy Update: Lightning Round with Practitioners in the Trenches 21:44

2M ago21:44

21:44

On this Ropes & Gray podcast, join health care partner Stephanie Webster as she moderates a discussion with fellow health care attorneys David Ault, Ben Wilson and Devin Cohen on the evolving landscape of value-based care programs for health care providers. They address the financial viability of Accountable Care Organizations (ACOs), the implicati…

1
Asset Management Transatlantic Regulatory Roundup: Differences in SEC and FCA Regulation of Fund Advisers 18:25

2M ago18:25

18:25

On this Ropes & Gray podcast, join asset management partners Eve Ellis and Jason Brown as they delve into key regulatory issues impacting clients with interests in both the United States and Europe. Specifically, they explore the differences in how the U.S. Securities & Exchange Commission (SEC) and the U.K. Financial Conduct Authority (FCA) superv…

1
Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach 29:37

2M ago29:37

29:37

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…

1
When the industry tries to narrow discounts, 'that's good for all of us' 11:41

3M ago11:41

11:41

Rob Shaker, Portfolio Manager at Shaker Financial Services, says that economic conditions — the debt-ceiling debate, troubled banks, higher interest rates and persistent inflation — have created a situation where the market isn’t climbing the proverbial wall of worry, but rather a ‘Wall of Meh.’ However, he adds that there is opportunity in the uni…

1
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons 40:12

2M ago40:12

40:12

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Culture & Compliance Chronicles: Navigating Corporate Culture and Risk 31:34

2M ago31:34

31:34

Welcome back to the Culture & Compliance Chronicles, a podcast series brought to you by Ropes & Gray’s Insights Lab and Front-Line Anti-Bribery. Join Amanda Raad, co-leader of R&G Insights Lab and the firm’s global anti-corruption and international risk practice, Nitish Upadhyaya, R&G Insights Lab director of behavioral insights, and Richard Bistro…

1
Nuveen's Dave Lamb on how fund firms are reacting to increased activism 13:23

3M ago13:23

13:23

Dave Lamb, Head of Closed-End Funds at Nuveen, says there is a "much more aggressive form of activism today than what we saw years ago," and notes that it's driven entirely by discount-arbitrage opportunities rather than whether a fund is underperforming due to management decision-making. With discounts at wide levels — particularly for fixed-incom…

1
SCOTUS and the Future of the Administrative State 30:37

3M ago30:37

30:37

With potentially major changes in administrative law coming from the Supreme Court in the next couple of weeks, join litigation & enforcement partners Doug Hallward-Driemeier and Jeremiah Williams for a conversation about the potential demise of the Chevron doctrine, newly invigorated major questions doctrine, and likely outcome and implications of…

1
John Cole Scott on new trends reshaping closed-end funds 13:31

3M ago13:31

13:31

John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, talks about the good and bad in recent industry developments. For example, Scott discusses how fund sponsors are taking steps to keep a lid on discounts, potentially reducing a fund's attractiveness to activist investors. He also highlight…

1
False Claims Act Trends: Q&A with Former DOJ Civil Frauds Attorney and Ropes & Gray Partner Amy Kossak 19:46

3M ago19:46

19:46

On this Ropes & Gray podcast, Amy Kossak, who recently joined Ropes & Gray after a decade investigating and litigating FCA cases at the Department of Justice (“DOJ”), talks with Andrew O’Connor and Michael Lampert, co-leaders of the firm’s False Claims Act (“FCA”) practice. Together, they explore the latest trends, potential risks, and effective st…

1
BlackRock's Minar on how the firm is changing discount plays 12:52

3M ago12:52

12:52

Stephen Minar, Managing Director and Head of Closed-End Funds at BlackRock, discusses a contemporary conundrum in the closed-end fund industry: How discounts drive money flows into closed-end funds but also attract activist investors whose actions may be harmful to long-term individual investors. To address this, Minar notes that BlackRock has laun…

1
Women @ RopesTalk: Conversation with Svetlana Lucas, Scribe Therapeutics 23:03

3M ago23:03

23:03

On this episode of Women @ RopesTalk hosted by IP transactions partner Megan Baca, IP transactions counsel Georgina Suzuki returns for another engaging conversation, this time with Svetlana Lucas, PhD, the chief business officer at Scribe Therapeutics, a biotech company that develops and engineers advanced CRISPR-based therapies for a wide range of…

1
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan 51:18

3M ago51:18

51:18

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Decoding Digital Health: AI/ML Webinar Recap—U.S. FDA & European Perspectives 18:39

3M ago18:39

18:39

On this episode of Ropes & Gray’s podcast series, Decoding Digital Health, host Kellie Combs, a partner in the life sciences regulatory and compliance group and co-chair of the firm’s cross-practice digital health group, is joined by Greg Levine, chair of the firm's global life sciences regulatory and compliance practice, and Lincoln Tsang, head of…

1
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments 26:52

3M ago26:52

26:52

WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…

1
Sizemore: "The Fed's actions have changed, but the discounts remain" 13:12

4M ago13:12

13:12

Charles Lewis Sizemore, chief investment officer at Sizemore Capital Management, says that while short-term rates are as high as they are likely to be, the "massive discount" created in closed-end funds while rates were on the rise have not dissipated. That means closed-end funds remain a compelling value now, and Sizemore said he is finding partic…

1
R&G Tech Studio Presents: Managing Principal and Global Head of Advanced E-Discovery and A.I. Strategy Shannon Capone Kirk 22:22

3M ago22:22

22:22

On this episode of the R&G Tech Studio podcast, managing principal and global head of advanced E-Discovery and A.I. strategy Shannon Capone Kirk sits down with data, privacy & cybersecurity partner Fran Faircloth to discuss how new and ever-evolving technology is impacting her clients, particularly generative AI, and the challenges that arise in li…

1
Revisiting Pooled Employer Plans (“PEPs”): A Cost-Effective, Low-Risk Solution for Providing Retirement Plan Coverage (Part II) 20:47

3M ago20:47

20:47

In the second part of this two-part podcast series, David Kirchner, Elliot Saavedra, and Jack Eckart from Ropes & Gray's benefits consulting group share their insights and experiences in collaborating with pooled employer plan ("PEP") providers. They discuss the process of bidding and vetting these providers on behalf of clients, while also delving…

1
Angel Oak's Triick says mortgages are in a fixed-income sweet spot now 13:00

4M ago13:00

13:00

Clayton Triick, Head of Portfolio Management, Public Strategies at Angel Oak Capital Advisors — part of the team running the Angel Oak Strategic Credit Fund — says that fundamentals and valuations seldom get aligned the way they have right now for the U.S. housing market and American homeowners. He notes that valuations are "cheaper than they shoul…

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