Session III - Closed-End and Alternative Strategy Funds and BDCs: 2019 Boston Investment Management Conference

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WHY CLOSED-END FUNDS, ALTERNATIVE STRATEGY FUNDS, AND BDCS?

- Many advisers recommend alternative assets or alternative strategies and structures as part of an investor’s diversified investment portfolio

- For closed-end funds and BDCs:

- Access to less liquid investments

- No daily redemptions (captive capital or limited repurchase opportunities)

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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