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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.
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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.
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4.5 CFP CE Credits.
Time | |
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1:00pm – 1:15pm | Attendee Login and Networking at Virtual Tables |
1:15pm – 1:30pm | Welcome by John Cole Scott with educational session: |
1:30pm – 2:20pm | Panel #1: Private Investment Opportunities in an Interval Fund
Moderator: Kim Flynn , Managing Director for Alternative Investments – XA Investments Presenters: |
2:20pm – 2:30pm | Networking Break |
2:30pm – 3:20pm | Panel #2: Interval Fund Real Estate Opportunities
Moderator: Mike Taggart , Executive Director – AICA Presenters: |
3:20pm – 3:25pm | Event Closing Remarks – John Cole Scott – AICA´s Founder & Executive Chairman |
3:25pm – 4:00pm | Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees |
- 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.
Time | |
---|---|
1:00pm – 1:15pm | Attendee Login and Networking at Virtual Tables |
1:15pm – 1:30pm | Welcome by John Cole Scott with educational session: |
1:30pm – 2:20pm | Panel #1: Credit Investing through an Interval Fund
Moderator: Chuck Jaffe , Host – Moneylife Presenters: |
2:20pm – 2:30pm | Networking Break |
2:30pm – 3:20pm | Panel #2: Investment Comparison Between Interval & Tender Offer Funds
Moderator: Kevin Hardy , Partner, Investment Management – Skadden Presenters:
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3:20pm – 3:25pm | Event Closing Remarks – John Cole Scott – AICA’s Founder & Executive Chairman |
3:25pm – 4:00pm | Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees |
Sponsors
Supporting Organization
Article: “Interval Funds
are a Fast-Growing Alternative
Investment Vehicle”
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