AICA’s Summer Summit

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Agenda – AICA’s Summer Summit

John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com
Collin Bell

Managing Director, Global Head of Client Portfolio Management, Fundamental Equity
Goldman Sachs Asset Management

Moderator
John Cole Scott, Founder, Exec Chairman, Active Investment Company Alliance
Speaker #1
Ed Keating, Portfolio Manager – Lazard Asset Managemet
Speaker #2
Matt Leffler, Portfolio Manager – RMB Capital
Speaker #3
Doug Bond, Senior Executive VP – Cohen & Steers
Speaker #4
Jonathan Browne, Portfolio Manager, Director of Closed-End Fund Research – Robinson Capital

BDC Track

 
Moderator
Mark O’Brien, Head of Sales & Marketing – Advantage Data
Speaker #1
Kelly Thompson, Founder & Editor – Direct Lending Deals
Speaker #2
Nicole Eisenberger, Partner – Ernst & Young
Speaker #3
Michael Shekel, Director – Cherry Bekaert
 
Moderator
Nicholas Marshi, Editor – The BDC Reporter moderated
Speaker #1
Troy Ward, Managing Director – Ares Management (not ARCC)
Speaker #2
Mike Petro, Portfolio Manager – Putnam Investments
Speaker #3
Dave Miyazaki, MPortfolio Manager – Confluence Investment Management
Moderator
Bryce Rowe, Senior Equity Research Analyst – National Securities
Speaker #1
Scott Bluestein, President, Chairman & CEO – Newtek
Speaker #2
Barry Sloane, Managing Director – XA Investments
Speaker #3
Dwayne Hyzak, CEO – Main Street Capital
Speaker #4
Bowen Diehl, President & CEO – Capital Southwest

CEF Track 1

Moderator
Chuck Jaffe, Host of The NAVigator – Money Life
Speaker #1
Phil Goldstein, Principal & Co-Founder – Bull Dog Investors
Speaker #2
Brian Schaffer, Managing Director – Prosek Partners
Speaker #3
Tom DeCapo, Partner – Skadden, ARPS, Slate, Meagher & Flom
Speaker #4
Peter Kimball, Executive Director – ISS Corporate Solutions
Moderator
Kimberly Flynn, Managing Director – XA Investments
Speaker #1
Neil Sullivan, Managing Director – Vision 4
Speaker #2
Bill Meyers, Senior Managing Director – Nuveen Global Product Group
Speaker #3
Andy Hall, Managing Director – NASDAQ
Speaker #4
Marc Loughlin, Director – WallachBeth

CEF Track 2

Moderator
Russel Robinson, Account Executive – CAPIS
Speaker #1
Peter Maletis, Portfolio Manager – Merk Investments
Speaker #2
Martin Connaghan Investment Director, Global Equities – Aberdeen Asset Management
Speaker #3
Peter Vanderlee, Manager – Clearbridge Investments
Moderator
Michael Spatacco, Director of Cash Management – Bancroft Vets
Speaker #1
Sanjai Bhonsle, Chairman & CEO – StoneCastle Financial
Speaker #2
Larry Holzenthaler, Investment Strategist, Analyst – Symphony/Nuveen
Speaker #3
Navid Abghari, Senior Portfolio Manager – Angel Oak
Speaker #3
Gretchen Lam, Portfolio Manager – Octagon
Moderator
Patrick Shaddow, Director of Index Operations – S-Network
Speaker #1
Paul Brennan, Managing Director and Portfolio Manager – Nuveen
Speaker #2
Samuel Weitzman, Product Specialist – Western Asset Management

Interval Fund Track

Moderator
Joshua Deringer, Partner – Drinker Biddle & Reath
Speaker #1
Randy Anderson, Portfolio Manager – Griffin
Speaker #2
Svitlana Gubriy, Head of Global REIT Funds – Aberdeen Asset Management
Speaker #3
Sean Morris, Managing Director, Private Wealth Partners – CIM Group
Moderator
James Thompson, Vice President – Northern Trust
Speaker #1
Gregg Bell, Founder & Portfolio Manager – A3 Financial
Speaker #3
Christian Munafo, CIO – SharesPost Investment Management
Speaker #3
Jeremy Goff, Managing Director – Tortoise Advisors

Details

Start:
13th August 2020 10:00 am
End:
14th August 2020 5:00 pm
Cost:
$300
Event Category:
OUTCALLArray