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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 ABC’s of Interval Funds”
1:30pm – 2:15pm Panel #1: Non-Listed CEF Credit Roundtable

Moderator: Chuck Jaffe, Host – Moneylife

Presenters:

Parth Doshi, Vice President, Global Product – Nuveen
Greg Margolies, Partner – Ares
Franklin Templeton

2:15pm – 2:30pm Networking Break
2:30pm – 3:15pm Panel #2: Alternative Investment Options in an Interval Fund

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

Presenters:

Robert Grunewald,CEO & Founder – Flat Rock Global
Alexander Condrell, Managing Director – Cliffwater LLC

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:
1:30pm – 2:15pm Panel #1: Unique Credit Investing in an Interval Fund

Moderator:  Vadim Avdeychik, Of Counsel – Corporate Department

Presenters:

Duncan Farley, Portfolio Manager – BlueBay
Clayton Triick, Senior Portfolio Manager – Angel Oak
David Sifford, Head of Private Sustainable Infrastructure – Ecofin

2:15pm – 2:30pm Networking Break
2:30pm – 3:15pm Panel #2: Real Estate Access Opportunities in Interval Funds

Moderator:  Name – Company

Presenters:

Daniel Wildermuth, CEO – Wildermuth
Benjamin Rotenberg, Portfolio Manager – Principal Global Asset Allocation
Collin Bell, Global Head of Client Portfolio Management – Goldman Sachs

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

 

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Details

Start:
December 8 1:00 pm
End:
December 9 5:00 pm

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Phone: 804-288-2482

Mobile: 804-288-2482