Active Investment Company Alliance CEF / BDC / Interval Fund BootCamp and Roundtable

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November 6, 2019 7:50am – 7:30pm

Location: 35 East 21st Street, New York, NY 10010, US
Wifi Access “The Space at Flatiron” with no password.

If you need CE credits, please check-in with the registration desk to confirm session attendance and your CFP information

AICA is hosting a timely event focused on four fund groups with favorable tax considerations for investors that prioritize after-tax income. The event will feature a variety of high-quality speakers across two days of presentations.The panels will discuss a variety of highly-relevant topics for investors given current uncertainty regarding changes in taxation, the interest rate environment, credit quality, and the general macro situation. The concept of return of capital (RoC) will be explored in-depth, including how it can potentially benefit income investors, particularly in relation to covered call and energy funds. There will also be an introductory presentation by John Cole Scott, CIO of Closed-End Fund Advisors and the founder of AICA, that will outline his approach to building high after-tax income portfolios for investors and advisors.

Interval Funds, a non-listed type of closed-end fund, have experienced tremendous growth in recent years. There are now 75 Interval funds managing about $60 billion, up from 27 such funds less than 5 years ago.
The event will enable investors and their advisors to better understand the structure and how some of the top funds are using it to deliver solid results for investors.
4.5 CFP CE Credits.

Agenda

John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com,
Executive Chairman @ AICA
Moderator
Amy Charles,
Managing Director – Raymond James
Presenter #1
Jamie Patturelli,
The NYSE
Presenter #2
Andy Hall,
Managing Director New Listing @ NASDAQ
Presenter #3
Jerry Raio,
Arbor Lane Advisors, Inc.
Presenters #1
John Cole Scott,
CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA
Presenters #2
Dan Silver,
CEF/BDC Analyst @ AICA, PM @ Zoso Capital
Moderator
John Duggan,
Vice President CEF & ETF Research @ Morgan Stanley
Presenters #1
Bill Meyers,
Sr. Managing Director @ Nuveen
Presenters #2
Patrick Shaddow,
Director Index Operations @ S-Network
Presenters #3
Chuck Jaffe

Host of The
NAVigator – Money Life
Moderator
John Cole Scott,
CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA
Presenters #1
Greg Drose,
Executive Director of Business Development at UMB Fund Services
Presenters #2
James Curry,
AVP, Sr. Key Account Consultant, SS&C ALPS
Presenters #3
Vadim Avdeychik,
Counsel @ Paul Hastings
Moderator
Vadim Avdeychik,
Counsel @ Paul Hastings
Presenters #1
Ryan Cummins,
Wildermuth Wealth
Presenters #2
Zach Forman,
SVP, Head of Investor Relations @ Griffin Capital
Presenters #3
Christian Munafo,
CIO@ SharesPost 100 Fund
Moderator
Chuck Jaffe

Host of The
NAVigator – Money Life
Presenter #1
Marc Loughlin,
ETF & CEF
Trading Solutions
Presenter #2
Eric Boughton, Director CEF & ETF Trading Solutions @ WallachBeth
Presenter #3
Rob Shaker,
Portfolio Manager, Chief Analyst at Matisse Capital
Presenter #4
Philip GoldStein,
Bull Dog Investors
Moderator
Dan Silver,
CEF/BDC Analyst @ AICA, PM @ Zoso Capital
Presenter #1
Barry Sloane,
President, CEO & Founder Newtek Business Services
Presenter #2
Tony Huang,
Assistant Portfolio Manager @ Advent Capital
Presenter #3
Kim Flynn,
Managing Director of Alternative Investments @ XA Investments
Presenter #4
David Sachs,
Partner / Co-founder @ Ares
Moderator
Harry Pangas
,
Partner Dechert LLP
Presenter #1
Nick Marshi,
The BDC Reporter
Presenter #2
Bryce Rowe,
Managing Director BDC Research @ National Securities
 
Presenter #3
John Cole Scott,
CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA
Presenter #4
Kelly Thompson,
Founder & Editor @ Direct Lending Deals
John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com,
Executive Chairman @ AICA

Details

Date:
6th November 2019
Time:
12:00 am - 11:59 pm
Event Category:
OUTCALLArray