
2026 Closed-End Fund Roundtable - An Update on Closed-End Fund Shareholder Activism
Two Manhattan West
375 Ninth Avenue
New York, NY
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Partner Taylor Brody is set to participate on a panel, “An Update on Closed-End Fund Shareholder Activism,” as part of the Mutual Fund Directors Forum (MFDF) Closed-End Fund Roundtable on July 29 in New York. The event brings together industry leaders to discuss important issues facing boards of closed-end funds, including threats from activist shareholders, oversight of interval and tender offer fund structures, product development, distribution, valuation considerations and liquidity constraints.
Topics include:
- The history of the closed-end fund.
- The rise of activism.
- Key factors in board oversight.
- The future of activism.
Moderator:
- Mary Joan Hoene, Former Independent Fund Director
Panelists:
- Joe Obermeyer, Independent Chair, Voya Funds
- Laura Bissell, Senior Managing Director, Okapi Partners
- Taylor Brody, Partner, Stradley Ronon
- Tim Sullivan, Director, Closed-End Fund Association & Managing Director, Chatsworth Securities