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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:

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Contact Info

7204 Glen Forest Drive, #105 Richmond, VA 23226

Phone: 804-288-2482

Mobile: 804-288-2482