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AICA is hosting a timely event focused on four fund groups with favorable tax considerations for investors that prioritize after-tax income. The event will feature a variety of high-quality speakers across two days of presentations.The panels will discuss a variety of highly-relevant topics for investors given current uncertainty regarding changes in taxation, the interest rate environment, credit quality, and the general macro situation. The concept of return of capital (RoC) will be explored in-depth, including how it can potentially benefit income investors, particularly in relation to covered call and energy funds. There will also be an introductory presentation by John Cole Scott, CIO of Closed-End Fund Advisors and the founder of AICA, that will outline his approach to building high after-tax income portfolios for investors and advisors.

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Location: 35 East 21st Street, New York, NY 10010, US

Time Event Moderator Speaker #1 Speaker #2 Speaker #3 Speaker #4
8:00 AM to

8:30 AM

Registration & Breakfast
8:30 AM to

8:40 AM

Welcome Remarks // State of the CEF/BDC Universe John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com
8:40 AM to

9:30 AM

PANEL #1: Trends and Forecast for the CEF/BDC Interval Marketplace Tom DeCapo Partner – Skadden, Arps, Slate, Meagher & Flom
9:30 AM to

10:20 AM

PANEL #2: Navigating Credit Risk in A Choppy Economy Charles Arduini Partner and Portfolio Manager – Ares
10:20 AM to

10:40 AM

Networking Break
10:40 AM to

11:30 AM

PANEL #3: BDC Analyst Investor Panel – “Tips and Tricks for Accessing a Quality Manager and BDC” Mitchel Penn Managing Director of Equity Research – CFA Oppenheminer
11:30 AM to

12:20 PM

PANEL #4: Investing for Quality Credit in an Inflationary Environment Cheryl Pate Senior Portfolio Manager – Angel Oak Capital
12:20 PM to

1:20 PM

Networking Lunch
1:20 PM to

2:10 PM

PANEL #5: Equity Income Options for a Diversified Retirement Josh Duitz Deputy Head of Global Equities & Portfolio Manager – abrdn Parth Doshi V.P., CEF Product Management and Development – Nuveen
2:10PM to

3:00 PM

PANEL #6: Private Equity and Debt Access in a Retail Centric Fund Aaron Filbeck CAIA
3:00 PM to

3:20 PM

Networking Break
3:20 PM to

4:10 PM

PANEL #7: BDC Manager Panel: Listed & Non Listed Options for Variable Secured Private Loan Access Laura Stolfi Managing Director, Private Credit Product Specialist – Nuveen
4:10 PM to

5:00 PM

PANEL #8: How to Analyze & Trade CEFs: An Institutional Perspective  Mark Milner Senior Investment Strategist – Parametric Rob Shaker Chief Investment Strategist and Partner – Shaker Financial Services Steve O’Neill CFA, Portfolio Manager – RiverNorth
5:00 PM to

5:10 PM

Closing Remarks, Thank you’s John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com
5:10 PM to

6:45 PM

Networking Cocktail Reception

Details

Start:
November 16
End:
November 17
Event Category:

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Phone: 804-288-2482

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