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AICA 2026 Fall Roundtable

BANNERS AICA 2026 FALL ROUDNTABLE

8th Annual Active Investment Company AICA Roundtable

Closed-End & Interval Fund Forum – 48 Wall Street, New York, NY 10005

Join the industry’s leading independent voices for a full day dedicated exclusively to closed-end funds (CEFs) and interval funds—the listed and non-listed structures reshaping income-oriented and alternative-access investing.

Now in its eighth year, the AICA Roundtable brings together fund sponsors, portfolio managers, independent research analysts, RIAs, family offices, and institutional investors for candid, high-level discussion on structure, strategy, and market outlook. This is the one day a year where the people building, researching, and allocating to these funds are all in the same room.

Why attend?

  • Laser focus, real depth. This year’s agenda focuses exclusively on CEFs and interval funds—no BDC panels—so every session delivers content directly relevant to your CEF and interval fund portfolios.
  • 5.5 hours of CE credit (pending approval).
  • No pay-to-play. Speakers are selected for expertise, not sponsorship dollars — meaning sharper debate and takeaways you can actually act on.
  • Networking that pays off. Breakfast, lunch, and a two-hour cocktail reception built in to help you compare notes with peers, connect with allocators, and open doors to new partnerships.

Seats are limited — register today to secure your place.

Register Now

Note: Promo Codes will be redeemed at final checkout
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Details

Venue

  • 48 Wall Street, New York, NY 10005
  • 48 Wall Street
    New York, NY, 10005 United States

Organizer

Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.