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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.

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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.
  • 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: 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:

  • Bill Boscow ChFC, Senior Vice President – Wildermuth Fund
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:
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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Details

Start:
April 26 1:00 pm
End:
April 27 5:00 pm
Event Category:
Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).

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Disclaimer Statement

Active Investment Company Alliance The Active Investment Company Alliance (“AICA”) is a trade association committed to educating and engaging investment professionals and investors about closed-end management companies: listed and non-listed closed-end funds, business development companies, interval funds and tender offer funds. The alliance supports transparency and, therefore, does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested in a particular fund or security. Investments and solicitations for investment should be made directly with your financial advisor, broker or a trusted individual and not with this association. Please contact AICA  (contact@aicalliance.org OR call (888-440-9694) if any person or organization solicits funds from you while representing that they are an agent, employee or representative of AICA.

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