BDC Investor Forum 2021

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Looking at best practices and how BDCs are often structured differently from each other from the Service Provider’s perspective. A look at potential improvements for gaining more institutional investment ownership in the BDC sector

Moderator
Mike Taggart, CFA – Taggart Fund Intelligence
Presenters
Mitchel Penn, Managing Director of Equity Research – CFA Oppenheminer
Presenters
Kabir Caprihan, CFA – JP Morgan
Presenters
Matthew Giordano, Deputy Lead Partner – Public Investment Management, KPMG
Presenters
Kaitlin Bottock, Branch Chief, Chief Counsel’s Office of the SEC’s Division of Investment Management


Join AICA’s Founder John Cole Scott, who as CIO of CEF Advisors is the portfolio consultant for SmartTrust UITs: CEFA Select BDC UIT Series 21. John and David will have a thorough and timely conversation on business development company analysis and how a firm like Confluence Investment works to create investment opportunities for their clients in a retail investor driven sector. This extended conversation should help educate financial advisors and institutional investors of how to research and manage risk in the BDC sector.

PresentersJohn Cole Scott, CIO at CEF Advisors, Founder of CEFData.com PresentersDavid B. Miyazaki, CFA – Confluence Investment Management


John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com

Details

Date:
27th May 2021
Time:
1:00 pm - 5:00 pm
Event Category:

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