AICA 2025 BDC Forum

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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.

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Agenda – 3 CE Credits pending

John Cole Scott,
Founder – Active Investment Company Alliance
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,
Founder – Active Investment Company Alliance

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