AICA – Excellence Beyond Indexing

Axa investments

the Private shares Fund

Simpson Tacher

Trinity Capital

CEF Advisors 1q 2026

AICA 2025 Fall Roundtable

aberdeen

AICA 2025 BDC Earnings Pulse

AICA JUNE 2026 BDC Earnings Pulse

Monthly Archives: April 2022

Low-return environment calls for savvy allocations, risk management

()

2023-06-30T13:28:10-04:00 -

Low-return environment calls for savvy allocations, risk management2023-06-30T13:28:10-04:00

Interval Funds are a Fast-Growing Alternative Investment Vehicle

()

2022-05-06T17:27:57-04:00 -

Interval Funds are a Fast-Growing Alternative Investment Vehicle2022-05-06T17:27:57-04:00

2022 Interval Fund Spring Manager Spotlight

(SCM)

2024-12-27T12:00:53-05:00 - BDC Earnings

2022 Interval Fund Spring Manager Spotlight2024-12-27T12:00:53-05:00

Taggart: Closed-end funds struggled and discounts widened during 1Q

()

2023-06-30T13:28:45-04:00 -

Taggart: Closed-end funds struggled and discounts widened during 1Q2023-06-30T13:28:45-04:00

First Quarter 2022 Closed-End Fund and BDC Universe Update, IPO Review & Outlook

()

2022-12-14T07:53:50-05:00 -

First Quarter 2022 Closed-End Fund and BDC Universe Update, IPO Review & Outlook2022-12-14T07:53:50-05:00

For private-equity success, commit to riding ‘the J-curve’

()

2023-06-30T13:29:13-04:00 -

For private-equity success, commit to riding ‘the J-curve’2023-06-30T13:29:13-04:00

Steven Bavaria on how the ‘Income Factory strategy’ copes with current conditions

()

2023-06-30T13:29:37-04:00 -

Steven Bavaria on how the ‘Income Factory strategy’ copes with current conditions2023-06-30T13:29:37-04:00

Private equity fund lets ordinary investors go after assets previously off-limits

()

2023-06-30T13:30:02-04:00 -

Private equity fund lets ordinary investors go after assets previously off-limits2023-06-30T13:30:02-04:00

Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.