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Day 1:

Time
1:00pm – 1:15pm Attendee Login and Networking at Virtual Tables
1:15pm – 1:30pm Welcome by John Cole Scott with “The ABCs of BDCs”:
1:30pm – 2:15pm Panel #1: “Current Trends for Large Scale BDCs: Opportunities For Quality Income”

Hear from some of the largest BDCs on how they have been performing for the most recent quarter. Benefits of being a large BDC when sourcing deals and securing leverage.

Moderator: Vlad M. Bulkin, Partner – Katten

Presenters:

Mitch Goldstein, Co-President – Ares Management Corporation
Erik Bissonnette, Managing Director – Owl Rock Capital Partners
2:15pm – 2:30pm Networking Break
2:30pm – 3:15pm Panel #2: “BDC Products for Investors”

Moderator:  Mike Taggart, CFA, Founder & CEO – Taggart Fund Intelligence

Presenters:

David B. Miyazaki, CFA – Confluence Investment Management
John Cole Scott, CIO – Closed-End Fund Advisors
James Hickey, VPC ETF

3:15pm – 3:30pm Networking Break
3:30pm – 4:15pm Panel #3: “BDC Trends from the Service Providers Perspective”

Moderator:  TBD

Presenters:

Megan Neenan, Managing Director – Fitch Ratings
Andrew Hall, Managing Director New Listings – Nasdaq

4:15pm – 4:20pm Event Closing Remarks – John Cole Scott – AICA’s Founder & Executive Chairman
4:20pm – 5:00pm Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees

Day 2:

Time
1:00pm – 1:15pm Attendee Login and Networking at Virtual Tables
1:15pm – 1:30pm Welcome by John Cole Scott with educational session: ABCs of BDCs
1:30pm – 2:15pm Panel #1: “BDCs from the Analyst Perspective”

Moderator:  John Cole Scott, Founder & Executive Chairman – AICA

Presenters:

Mitchel Penn, Managing Director of Equity Research – Oppenheimer & Co. Inc.
Nicolas Marshi, BDC Reporter
Casey Alexander, Managing Director – Equity Analyst – Compass Point Research & Trading

2:15pm – 2:30pm Networking Break
2:30pm – 3:15pm Panel #2: “Unique Use of the BDC Structure”

Moderator:  Kenneth Burdon, Counsel, Investment Management – Skadden, Arps, Slate, Meagher & Flom LLP

Presenters:

Chris Oberbeck, Chairman and CEO – Saratoga
Name – Company

3:15pm – 3:30pm Networking Break
3:30pm – 4:15pm Panel #3: “Fireside Chat”

Presenters:

John Cole Scott, Founder & Executive Chairman – AICA
TBD

4:15pm – 4:20pm Event Closing Remarks – John Cole Scott – AICA’s Founder & Executive Chairman
4:20pm – 5:00pm Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees

 

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Details

Start:
November 16 1:00 pm
End:
November 17 5:00 pm