2022 Interval Fund Spring Manager Spotlight

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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.

Day One: April 26th

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

Kim Flynn , Managing Director for Alternative Investments – XA Investments
Presenters
Michael Bell , Managing Director – Primark
Presenters
Shiloh Bates , Managing Director – Flat Rock Global, LLC
Moderator
Mike Taggart , Executive Director – AICA
Presenters
Michael Bell , Managing Director – Primark
Presenters
Shiloh Bates , Managing Director – Flat Rock Global, LLC
John Scott
John Cole Scott – AICA´s Founder & Executive Chairman

Day two: April 27th

John Scott        
John Cole Scott with educational session:        
Moderator

Chuck Jaffe , Host – Moneylife
Presenters

Colin McBurnette , Senior Portfolio Manager – Angel Oak

Presenters
Robert A. Watson, CFP, Partner & Head of Investments – Destra Capital
Presenters
Justin Pfaff , MD, Product Manager – Nuveen
Moderator
Kevin Hardy , Partner, Investment Management  – Skadden
Presenters
Brett Schlemovitz , Managing Director for Conversus – StepStone
Presenters
Alexander Condrell , CFA, CAIA – Managing Director – Cliffwater, LLC
John Scott
John Cole Scott – AICA’s Founder & Executive Chairman

Details

Start:
26th April 2022 1:00 pm
End:
27th April 2022 5:00 pm
Event Category:
OUTCALLArray