Webinar: Value Opportunities in a Changing Financial Landscape with the Portfolio Manager of GFSIX

Mobile World Congress (MWC) Barcelona 2025

About this Podcast

▷ Learn more about GFSIX: https://youtu.be/KJcW6gf5lfE ▷ Visit NatWest & Standard Chartered with Ian and Gustavo: https://youtube.com/shorts/gHih7fMVXIk ▷ A Trip to Paris – Societe Generale and Credit Agricole: https://youtube.com/shorts/tDZSKRwqmgY Join Ian Lapey, Portfolio Manager of The Gabelli Global Financial Services Fund (GFSIX), for an in-depth webinar exploring the compelling investment case for global financial services equities today. Moderated by Gustavo Pifano, Portfolio Manager and Research Analyst, based in the Gabelli London office. With over 27 years of investment experience, Ian manages a concentrated, high-conviction portfolio of global financial companies including banks, insurers, asset managers, and specialty finance firms. These holdings are selected through a rigorous bottom-up, fundamental analysis grounded in Gabelli’s Private Market Value with a Catalyst™ approach. Agenda:• Why global financial services equities are attractively valued relative to history and private market value. • The improved health of bank balance sheets globally, backed by higher capital ratios and falling non-performing loans. • Active consolidation and restructuring catalysts across U.S., European, and Asian holdings. • A deep dive into top holdings, including First Citizens BancShares, Commerzbank, and Capital One Financial. • Current portfolio positioning: sector weights, country allocation, and valuation metrics. This webinar aired live on Zoom on Tuesday, March 31st at 11:00AM ET. 0:00 GFSIX 2:02 Gabelli 3:25 Ian’s Background 4:40 Value Opportunities in Global Financial Services 40:05 Q&A 46:32 Contact Us 47:00 Disclosures To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • LinkedIn – https://www.linkedin.com/company/investgabelli/ • X – https://x.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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