Pursuing Current Income in an Uncertain Rate Environment – HRC Group – 9.14.16

Summary:

Now On Demand.

In today’s market environment, investors continue to pursue consistent, tax-advantaged income strategies that have the potential to offer attractive levels of income. Jim Robinson’s managers are uncovering discounted fixed income assets amongst closed end funds, and are implementing hedges to mitigate the risks of rising interest rates. Actively managed portfolios of these closed-end funds seek to offer investors the income, liquidity and lower risk opportunities they seek. Join us for this in-depth conversation that will cover:

  • An overview of the closed-end muni bond market
  • Interest rate hedging strategies and portfolio construction considerations
  • Generating tax-advantaged income in an uncertain rate environment


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:
James C. Robinson
Portfolio Manager
Robinson Tax Advantaged Income Fund (ROBAX, ROBCX, ROBNX) & Robinson Opportunistic Income Fund (RBNAX, RBNCX, RBNNX)
James C. Robinson oversees the day-to-day operations and activities of Robinson Capital Management, LLC, including investment strategies and processes, risk management, regulatory compliance, asset allocation modeling, external manager due diligence and selection, trading, and personnel. Prior to founding Robinson in 2012, Mr. Robinson was Chief Executive Officer (“CEO”) and Chief Investment Officer (“CIO”) of Telemus Capital Partners, LLC and its subsidiary Beacon Asset Management, LLC. Earlier, Mr. Robinson served for five years as the Chairman and CEO of Munder Capital Management and President of the Munder Funds. From 1987 to 1999, Mr. Robinson served as Executive Vice President and Chief Investment Officer-Fixed Income with Munder Capital Management. Mr. Robinson holds an MBA from Carnegie Mellon University, as well as a BBS in Finance and Economics from Wayne State University.

Overview:
Title: Pursuing Current Income in an Uncertain Rate Environment
Date: Wednesday, September 14, 2016
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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