Loading Events

This event has passed.

Event info …

DONATE

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: “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, Managing Director of Alternatives – Spearhead Capital Advisors

2:15pm – 2:30pm Networking Break
2:30pm – 3:15pm Panel #2: “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 Capital Corporation
Erik Bissonnette, Managing Director & Co-Head of Technology Investing – Owl Rock
Rajneesh Vig, Chairman and CEO – BlackRock – TCP Capital Corp.

3:15pm – 3:20pm Event Closing Remarks – John Cole Scott – AICA’s Founder & Executive Chairman
3:20pm – 4:00pm 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.
Nicholas 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
Michael S. Sarner, Chief Financial Officer – Capital Southwest

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

Moderator:  Chuck Jaffe, Host – Moneylife

Presenters:

Meghan Neenan, Managing Director – Fitch Ratings
Andrew Hall, Managing Director New Listings – Nasdaq
Terri Jordan, Branch Chief, Chief Counsel’s Office of the SEC’s Division of Investment Management

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

 

Sponsors

We appreciate your feedback

Details

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

Recent Posts

Contact Info

7204 Glen Forest Drive, #105 Richmond, VA 23226

Phone: 804-288-2482

Mobile: 804-288-2482