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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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  • Gain insights from CEF Portfolio Managers, who will offer their outlooks for several asset classes.
  • Learn how Institutional CEF Investors are navigating volatile markets.
  • Networking with other advisors and investors, through the REMO conference platform.
Time  
1:00pm – 1:15pm Attendee Login and Networking at Virtual Tables
1:15pm – 1:30pm

Welcome by John Cole Scott with “Educational Session”:


Intro Slides

 

1:30pm – 2:20pm

Panel #1: Fireside chat Accessing Crypto at a Discount

Presenters: 

David LaValle, Managing Director, Global Head of ETFs – Grayscale Investments

Marc Loughlin, Director CEF & ETF Trading Solutions -WallachBeth

 

 

2:20pm – 2:30pm Networking Break
2:30pm – 3:20pm

Panel #2: Real Asset Funds as Inflation Hedges

Moderator: Rob Watson, Partner & Head of Investments – Destra Capital

Presenters:

Larry Antonatos, Managing Director, Portfolio Manager – Real Asset Solutions, Brookfield

Scott Carson, CFA , Director – Portfolio Manager  – Principal

 

 

3:20pm – 3:30pm Networking Break
3:30pm – 4:20pm

Panel #3: High Yield Income in Volatile Times

Moderator: Chuck Jaffe, Host – Moneylife

Presenters:

Gretchen Lam, Portfolio Manager XFLT – Octagon

Bryan Lazarus, Vice President Product Strategy Group – PIMCO

Erlend Lochen, Head of North American Fixed Income and Global High Yield – abrdn

.

 

 

4:20pm – 4:25pm Event Closing Remarks – John Cole Scott – AICA´s Founder & Executive Chairman
4:25pm – 5:00pm Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees
  • Gain insights from CEF Portfolio Managers, who will offer their outlooks for several asset classes.
  • Learn how Institutional CEF Investors are navigating volatile markets.
  • Networking with other advisors and investors, through the REMO conference platform.
Time  
1:00pm – 1:15pm Attendee Login and Networking at Virtual Tables
1:15pm – 1:30pm

Welcome by John Cole Scott with educational session:

 

 

1:30pm – 2:20pm

Panel #1: Higher Quality Taxable Fixed Income

Presenters: Roxanna Islam, CFA, Associate Director of Research – Alerian

Samantha Milner, Portfolio Manager ARDC– Ares

Paul Blomgren, Client Portfolio Manager – Nuveen 

Cheryl Pate, Portfolio Manager – Angel Oak

 

 

2:20pm – 2:30pm Networking Break
2:30pm – 3:20pm

Panel #2: Multi-Asset Balanced Funds: Diversifying Your Way Through Uncertainty

Moderator: Michael Spatacco, Director, Cash Management – BanCroft Capital

Presenters:

Matt Burdett, Portfolio Manager and Managing Director – Thornburg

 

 

3:20pm – 3:30pm Networking Break
3:30pm – 4:20pm

Panel #3: Institutional Investment Strategies to Navigate Through Market Storms

Moderator: John Cole Scott – AICA’s Founder & Executive Chairman

Presenters:

Stephen O’Neill, Portfolio Manager – RiverNorth

Ken Fincher, Senior Vice President, Portfolio Manager – First Trust Portfolios

Rob Shaker, Portfolio Manager – Shaker Financial Services

 

4:20pm – 4:25pm Event Closing Remarks – John Cole Scott – AICA’s Founder & Executive Chairman
4:25pm – 5:00pm Post Event Networking with Speakers, Sponsors, Members and Fellow Attendees

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Details

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

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Phone: 804-288-2482

Mobile: 804-288-2482