Interval Fund Boot Camp & Manager Spotlight

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Interval Fund Boot Camp & Manager Spotlight

INTERVAL FUND Boot Camp & Manager Spotlight: The March 31, 2021 Agenda is as follows:
Hosted on the Platform:
Times in EST

1pm – 1:10pm Attendee Login Networking at Virtual Tables
1:10pm – 1:25pm Welcome by John Cole Scott & “ABCs of Interval Funds” Presentation slides in PDF format
1:25pm – 2:05pm

Panel #1: “Fixed Income Opportunities”

Moderator: Michael Hawn, Sr. Vice President, Business Development – UMB Fund Services


Muhammad Gazi, Vice President, Product Specialist – Griffin Capital

Julianne Woodson, Managing Director  – BlackRock

Kevin Petrovcik, Investment Specialist, Leveraged Credit  – Invesco

Andrew Fox, Investment Strategist  – Lord Abbett

2:05pm – 2:15pm Networking Break
2:15pm – 2:55pm

Panel #2: “Alternative Fixed Income Opportunities”

Moderator:  Benjamin McCulloch, Managing Director & General Counsel – XA Investments

Christian Aymond, Founder, Principal – A3 Financial Investments

Clayton Triick, Senior Portfolio Manager – Angel Oak

Gary Henson, President – Tortoise/Ecofin

2:55pm – 3:05pm Networking Break
3:05pm – 3:45pm

Panel #3: “Real Estate Opportunities”

Moderator:  James Thompson, Vice President, Institutional Business Development – NorthernTrust

Timothy Ryan, Portfolio Manager – Goldman Sachs

Randy Anderson, CEO – Griffin Capital

Ben Rotenberg, Portfolio Manager – Principal

3:45pm – 3:50pm Networking Break
3:50pm – 4:30pm

Panel #4: “Pre-IPO and Other Private Market Opportunities”

Moderator:  John Cole Scott, CIO –  Closed-End Fund Advisors

Robert Grunewald, CEO & Founder – FlatRock

Kevin Moss, Managing Director – SharesPost100 

Bob Long, CEO – StepStone

Daniel Wildermuth, CEO – Wildermuth

4:30pm Event Closing Remarks – John Cole Scott
4:30pm – 5:00pm Networking Time For Attendees, Speakers & Sponsors


March 31
1:00 pm - 5:00 pm

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7204 Glen Forest Drive, #105 Richmond, VA 23226

Phone: 804-288-2482

Mobile: 804-288-2482