CEF / BDC / Interval Fund BootCamp and Roundtable

Loading Events

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.

Register Now

I understand, as a condition of accessing the information, I agree to become a AICA subscriber and receive weekly content and event emails. I can unsubscribe at any time using the link at the bottom of any email.
Tribe Loading Animation Image

Sponsors

CEF Advisors & CEFData.com GranitesShares Franklin Templeton Brookfield

We appreciate your feedback

Agenda

John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com
Moderator
Kim Flynn
, Managing Director for Alternative Investments – XA Investments
Speaker #1
Tom DeCapo
, Partner – Skadden, Arps, Slate, Meagher & Flom
Speaker #2
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com
Speaker #3
Steve Flantsbaum, Sr. Special Counsel Fellow, BDC – U.S. Securities and Exchange Commission
Moderator
Jake Schultz, CFA, Partner & Director, Portfolio Oversight & Analytics – Destra
Speaker #1
Charles Arduini, Partner and Portfolio Manager – Ares
Speaker #2
Gretchen Lam, Portfolio Manager XFLT – Octagon
Moderator
Dan Silver, Portfolio Manager – Closed-end Fund Advisors
Speaker #1
Mitchel Penn, Managing Director of Equity Research – CFA Oppenheminer
Speaker #2
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com
Speaker #3
Jorge Solares-Parkhurst, Managing Director – JMP Securities
Moderator
Vadim Avdeychik, Partner – Clifford Chance US LLP
Speaker #1
Cheryl Pate, Senior Portfolio Manager – Angel Oak Capital
Speaker #2
Robert Amodeo, Head of Municipals – Western Asset Management
Speaker #3
Bradford Stone, Exec VP/CFO/Portfolio Manager – Flaherty & Crumrine Inc
Moderator
Chuck Jaffe, Host – Moneylife
Speaker #1
Josh Duitz, Deputy Head of Global Equities & Portfolio Manager – abrdn
Speaker #2
Parth Doshi V.P., CEF Product Management and Development – Nuveen
Speaker #3
Erin Carney V.P., CFA, Head of Strategic Development – Thornburg
Moderator
Aaron Filbeck, CAIA Managing Director and Head of UniFi
Speaker #1
Christian Munafo, Chief Investment Officer – Liberty Street Funds
Speaker #2
Kevin Dockrell CFA, Institutional Portfolio Manager – RBC BlueBay
Speaker #3
Michael Grayson, Portfolio Manager – First Trust Capital Management
Speaker #4
Milwood Hobbs, Jr. Managing Director – Oaktree Capital Management
Moderator
Kenneth Burdon, Counsel, Investment Management – Skadden, Arps, Slate, Meagher & Flom LLP
Speaker #1
Laura Stolfi, Managing Director, Private Credit Product Specialist – Nuveen
Speaker #2
Milwood Hobbs, Jr. Managing Director – Oaktree Capital Management
Speaker #3
Jason A. Mehring, Managing Director – BlackRock
Moderator
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com
Speaker #1
Mark Milner, Senior Investment Strategist – Parametric
Speaker #2
Rob Shaker, Chief Investment Strategist and Partner – Shaker Financial Services
Speaker #3
Steve O’Neill, CFA, Portfolio Manager – RiverNorth

Details

Start:
November 16
End:
November 17
Event Category: