Interval Funds: Finding Access, Income, And Diversification
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Closed-End Fund Association1.51K FollowersFollow5ShareSavePlay(27min)CommentsSummaryCatch up on interval funds with views on income strategies and the market outlook from industry experts.This session is moderated by Jeff Margolin, Senior Vice President and Closed-End Fund Analyst at First Trust.And features Philip Bauer, Senior Vice President and Portfolio Specialist at Calamos Investments, and Nicholas Halbut, Managing Director, Portfolio Manager, and Director of Research at Future Standard. AlexSecret/iStock via Getty Images CEFA: Welcome to CEF Insights, your source for closed-end and interval fund education, brought to you by the Closed-End Fund Association. You're reading a transcript from the Advisor Summit on Closed-End and Interval Funds. This session is moderated byThis article was written byClosed-End Fund Association1.51K FollowersFollowThe Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry. A not-for-profit association, CEFA is committed to educating investors about the many benefits of these unique investment products and to providing a resource for information about its members and their offerings.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.This transcription was created from a panel discussion from the Advisor Summit on Closed-End and Interval Funds. This session was recorded in October 2025. For more information, please visit cefa.com. This material is not and is not intended as investment advice, an indication of trading intent or holdings or the prediction of investment performance. All fund-specific information is the latest publicly available information. All other information is current as of the date of this presentation. All opinions and forward-looking statements are subject to change at any time. First Trust, Calamos Investments, and Future Standard disclaim any responsibility to update such views and/or information. This information is deemed to be from reliable sources; however, First Trust, Calamos Investments, and Future Standard do not warrant its completeness or accuracy. This presentation is not intended to, and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, investment advice or service (nor shall any security, product, investment advice or service be offered or sold) in any jurisdiction in which First Trust, Calamos Investments, and Future Standard are not licensed to conduct business, and/or an offer, solicitation, purchase or a sale would be unavailable or unlawful.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You