AICA 2025 BDC Forum

Explore the universe of exchange listed and private and non-traded business development companies (BDCs) at the AICA 2025 BDC Forum!

This conference is an extension of our six years of hosting the AICA Fall Roundtable in NYC, which primarily focused on closed-end funds (CEFs) and interval funds. This event is packed with informative panels, engaging speakers, and valuable networking opportunities with fund sponsors, asset managers, institutional investors, RIAs, and financial advisors active in the Business Development Company (BDC) space. Get up to date on the latest trends, developments, and investment strategies.

The all-day event will be held on Wednesday, June 11, 2025, in New York City at the Cafe 55: 55 Water St, PECK SLIP, NY 10041.

Since 2019, AICA is known for combining high-quality, advisor-centric content, distinguished by its invited speaker presentations (our speakers don’t pay to speak) that enable meaningful discussion and interaction. AICA also sponsors the weekly NAVigator Podcast. True to our motto — Excellence Beyond Indexing — AICA strives to help grow relationships for institutional investors, advisors, service providers, and fund sponsors within the industry.

Be an AICA event sponsor!

Sponsorship opportunities – Click here
CEF Advisors & CEFData.com Katten Oppenheimer

Agenda – 4CE Credits approved

John Cole Scott,
Founder – Active Investment Company Alliance

John Cole Scott,
Founder – Active Investment Company Alliance		 Finian O’Shea,
Director – WFS Research

Moderator
Chuck Jaffe,
Host – MoneyLife		 Speaker #1
Kaitlin C. Bottock,
Assistant Director – SEC		 Speaker #2
Tonnie Wybensinger,
Head of Government Relations – Small Business Investor Alliance (SBIA)		 Speaker #3
Kenneth Burdon,
Partner – Simpson Thacher & Bartlett LLP

Moderator
Vlad Bulkin,
Partner – Katten		 Speaker #1
Michael Testa,
CFO – Trinity Capital		 Speaker #2
Bob Marcotte,
President – Gladstone Capital		 Speaker #3
Lee Feingold,
Managing Director – Kayne Anderson

Moderator
Dan Silver,
CEF Advisors		 Speaker #1
Mitchel Penn,
Managing Director – Oppenheimer & Co.		 Speaker #2
John Cole Scott,
President – CEF Advisors

Note: Agenda & Speakers are Subject to Change. Attending the conference in person gives AICA permission to use your likeness in replay content and marketing materials.

Details

Start:
June 11
End:
July 11
Event Category:

Venue

Cafe 55
55 Water St
New York, 10038 United States
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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