AICA 2023 Fall Roundtable

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Now in its 5th year, the Active Investment Company Alliance’s Roundtable conference addresses the latest trends, developments and investment strategies from quality fund sponsors. It will be held on Wednesday, November 15, 2023 in Manhattan at the Down Town Association, a social organization dating back to 1859. The event will feature a full day of informative panels, great speakers, valuable networking and more.

The conference brings together institutional investors, RIAs, fund and asset managers, financial advisors, and financial media. The event offers a great opportunity to hear about the latest fund products and trends, to network and establish quality connections.

AICA is known for combining high quality, advisor-centric content, distinguished by its invite-to-speak presentations (not the typical pay-to-speak format) that enable meaningful discussions and interaction. In addition, AICA also sponsors the weekly NAVigator Podcast. AICA strives to facilitate and grow relationships for institutional investors, financial advisors, service providers and fund sponsors within the industry.

Agenda – 7 CE credits approved

John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com
Moderator
Amy Charles, Managing Director – Raymond James
Speaker #1
Kristopher Pritchett, Managing Director and Portfolio Manager – Ares
Speaker #2
George Westervelt, Head of Global High Yield and Head of US High Yield Research – abdrn
Speaker #3
Scott Caraher, Head of Senior Loans – Nuveen
Speaker #4
Gretchen Lam, CFA. Senior Portfolio Manager – Octagon
Moderator
Patrick Thomson, Trader – Virtu
Speaker #1
Jonathan Mondillo, Head of US Fixed Income – abrdn
Speaker #2
Michael S. Davern, Senior Market Strategist – Nuveen
Speaker #3
Cheryl Pate, Senior Portfolio Manager – Angel Oak Capital Advisors
Moderator
Dan Silver, Portfolio Manager – Closed-End Fund Advisors
Speaker #1
Adam Sparkman, Client Portfolio Manager – Thornburg
Speaker #2
Josh Duitz, Deputy Head of Global Income and Infrastructure – abrdn
Speaker #3
Chris Janus, Portfolio Manager of RA – Brookfield
Moderator
James J. Ryan, Partner & Head of Business Development – Destra
Speaker #1
Ryan Crewe, Vice President – The Private Shares Fund
Speaker #2
Jake Schultz, Partner and Director, Portfolio Oversight & Analytics – Destra
Speaker #3
James Bruno, Managing Director and Head of Product Development and Advocacy – Brookfield Oaktree Wealth Solutions.
Moderator
Daniil Shapiro, Director – Cerulli’s Product Development
Speaker #1
Paul E. Dunn, Executive Vice President – Bluerock Capital Markets
Speaker #2
Kim Flynn, Managing Director – XA Investments
Speaker #3
Chirag Goyanka, Head of Intermediaries & Product – Moonfare
Speaker #4
Elliot J. Gluck, Partner – Willkie Farr & Gallagher LLP
Moderator
John Cole Scott

CIO at CEF Advisors,
Founder of CEFData.com
Speaker #1
Michael He, Vice President – EQ Fund Solutions
Speaker #2
Thomas A. DeCapo, Retired Partner, Attorney
Speaker #3
Phillip Goldstein, Managing Member – Bulldog Investors
Moderator
Sara Levine, Director – WallachBeth
Speaker #1
Derek Pines, Senior Managing Director and Portfolio Manager – Bramshill Investments
Speaker #2
Carolyn Murphy, Lepore, Portfolio Manager – City of London
Speaker #3
Douglas Bond, Executive Vice President – Cohen & Steers
Speaker #4
Rob Shaker, Portfolio Manager, Chief CEF Strategist – Shaker Financial
Moderator
Mike Taggart, Closed-end Fund Specialist – abrdn
Speaker #1
Steve O’Neill,
CFA, Portfolio Manager – RiverNorth
Speaker #2
Kevin Hardy, Investment Management – Skadden
Speaker #3
Amy Charles, Managing Director – Raymond James
Moderator
John Cole Scott

CIO at CEF Advisors,
Founder of CEFData.com
Speaker #1
Tom Hunersen, Independent Director
Speaker #2
Moritz Sell, Independent Director
Speaker #3
Shane Kein, Managing Director & General Manager, Head of Financial Institutions – Sumitomo Mitsui Banking Corporation
John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com

Details

Start:
15th November 2023
End:
15th December 2023
Event Category:

Venue

Downtown Association
60 Pine Street
New York, NY 10005 United States
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