AICA - Excellence Beyond Indexing. Excellence Beyond Indexing: connecting investors, managers, and service partners in the listed & interval fund ecosystem since 2019.

AICA 2025 Fall Roundtable

7th Annual Active Investment Company Alliance Roundtable

Closed-End & Interval Fund Forum – Venue TBA (New York City area)

Explore the fast-evolving universe of listed closed-end funds (CEFs) and interval funds in a single, adviser-centric day of education and networking. Now in its seventh year, the AICA Roundtable brings together fund sponsors, portfolio managers, independent research analysts, RIAs, family offices, and institutional investors for frank discussion on structure, strategy, and market outlook.

Why attend?

Pure CEF & Interval Fund focus. We’ve streamlined the 2025 program to dig deeper into these two structures—no BDC panels this year—so every session is directly relevant to income-oriented and alternative-access portfolios in CEFs and Interval Funds.
Seven hours CE Credit (pending).
No pay-to-play rostrum. Speakers are invited for their expertise—not their only their marketing budget—ensuring candid debate and practical takeaways.
High-impact networking. Breakfast, lunch, and a two-hour cocktail reception make it easy to compare notes with peers, allocate capital, or spark new partnerships.
Produced by the team behind the NAVigator Podcast. Expect the same “content first” ethos that powers our weekly show.

Be an AICA event sponsor!

For sponsorship, membership or speaking inquiries – Click here
CEF Advisors & CEFData.com Aberdeen Investments

Draft Agenda*

John Cole Scott,
Founder – Active Investment Company Alliance

*Agenda subject to refinement as speakers are finalized.

Details

Start:
November 19
End:
December 19
Event Category:

Venue

Downtown Association
60 Pine Street
New York, NY 10005 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).