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.

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Agenda – 7 CE credits approved

John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com
Moderator
Roxanna Islam, CFA, Associate Director of Research – Alerian
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 #1
Adam Sparkman, Client Portfolio Manager – Thornburg
Speaker #2
Josh Duitz, Deputy Head of Global Income and Infrastructure – abrdn
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 #1
Derek Pines, Senior Managing Director and Portfolio Manager – Bramshill Investments
John Cole Scott
CIO at CEF Advisors,
Founder of CEFData.com

Past Participants 2019

Past Participants 2022

Details

Start:
November 15
End:
December 15
Event Category:

Venue

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

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