Income Solutions Using Closed-End Funds (CEF) – Rareview – 1.10.18

Summary:

Now On Demand.

Please join Neil Azous, CIO of Rareview Capital, for his Investment Outlook, including his views on closed-end funds and how they can deliver more diversified and consistent income streams for your clients.
We believe closed-end funds are the best potential income solution that exist today because they are the only investment vehicle that has three potential return streams: high-income distribution (yield), discount-to-NAV capture (alpha), and share price appreciation (beta).
Our investment process – asset allocation, closed-end fund valuation, and protecting against unexpected risks – is aimed at harvesting all three return streams.
Join us for an in-depth conversation on:

• The current state of the closed-end fund (CEF) market
• The most important market variables currently facing investors
• How we construct a portfolio of closed-end funds using the latest generation of asset allocation tools

For more information on our diversified income strategy, please see the Rareview Longevity Income Generation Fund (RVIGX).

Speakers:

Neil Azous is the Founder, Managing Member and Chief Investment Officer of Rareview Capital. Neil has two decades of experience across the financial markets. Prior to founding Rareview Capital, Neil was a Managing Director at Navigate Advisors where he specialized in constructing portfolios and advising on risk. On Wall Street, his career included roles at UBS Investment Bank and Donaldson Lufkin & Jenrette, where his responsibilities comprised of trading derivatives, hedging solutions, asset allocation and fundamental securities analysis. He began his career at Goldman Sachs in Fixed Income, after completing both the firm’s Analyst and Associate training programs. Neil completed graduate level coursework for a MS in Real Estate at New York University and received his BA in Business Administration from the University of Washington, where he is a member of the University of Washington Bothell Board of Advisors and was the recipient of the Bothell Business School 2013 Distinguished Undergraduate Alumnus Award. He is active in various charity and community organizations.