AICA Spring Closed-End Fund Roundtable

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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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Day One: March 15th

Presenters
David LaValle, Managing Director, Global Head of ETFs – Grayscale Investments
Presenters
Marc Loughlin, Director CEF & ETF Trading Solutions -WallachBeth
Rob Watson
Moderator
Rob Watson, Partner & Head of Investments – Destra Capital
Presenters
Larry Antonatos, Managing Director, Portfolio Manager – Real Asset Solutions, Brookfield
 Presenters
Scott Carson, CFA , Director – Portfolio Manager  – Principal
Rob Watson
Moderator
Rob Watson, Partner & Head of Investments – Destra Capital
Presenters
Larry Antonatos, Managing Director, Portfolio Manager – Real Asset Solutions, Brookfield
 Presenters
[/fusion_modal_text_link]Scott Carson, CFA , Director – Portfolio Manager  – Principal
BryanLazarus
Moderator
Chuck Jaffe, Host – Moneylife
Presenters
Gretchen Lam, Portfolio Manager XFLT – Octagon 
 Presenters
Bryan Lazarus, Vice President Product Strategy Group – PIMCO
 PresentersErlend Lochen, Head of North American Fixed Income and Global High Yield – abrdn

Day Two: March 16th

Presenters
Roxanna Islam, CFA, Associate Director of Research – Alerian
Presenters
Samantha Milner, Portfolio Manager ARDC
– Ares
Presenters
Paul Blomgren, Client Portfolio Manager
– Nuveen 
Presenters
Cheryl Pate, Portfolio Manager – Angel Oak
Moderator
Michael Spatacco, Director, Cash Management – BanCroft Capital
Presenters
Matt Burdett, Portfolio Manager and Managing Director – Thornburg
John Scott
Moderator
John Cole Scott – AICA’s Founder & Executive Chairman
Presenters
Marc Lourghlin
Presenters
Stephen O’Neill, Portfolio Manager – RiverNorth
Presenters
Ken Fincher, Senior Vice President, Portfolio Manager – First Trust Portfolios
Presenters
Rob Shaker, Portfolio Manager – Shaker Financial Services

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Details

Start:
March 15 1:00 pm
End:
March 16 5:00 pm
Event Category: