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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 1: Municipal Bond Funds & Preferred Equity Funds.

Time
1:30pm – 1:45pm Attendee Login and Networking at Virtual Tables
1:45pm – 2:00pm Welcome by John Cole Scott with educational session:

2:00pm – 3:00pm Panel #1: Tax-Free Municipal Bond Exposure Through CEFs – Update & Outlook on the Muni Market

Moderator: John Cole Scott, Founder & Executive Chairman, CIO – AICA, CEFA

Presenters:

Stephen Candido, Portfolio Manager – Nuveen

John Lawlor, Managing Director – MacKay Shields

Robert Amodeo, Head of Municipals – Western Asset Management

3:00pm – 3:20pm Networking Break
3:20pm – 4:20pm Panel #2: Using Preferred Equity to Diversify Your Taxable Income Portfolio

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

Presenters:

Brenda Langenfeld, Portfolio Manager – Nuveen

R. Eric Chadwick, President – Flaherty & Crumrine Incorporated

Brian Cordes, Senior Vice President – Head of Portfolio Specialists – Cohen and Steers

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

Day 2: Covered Call Funds & Energy / MLP Focused Funds

Time
1:30pm – 1:45pm Attendee Login and Networking at Virtual Tables
1:45pm – 2:00pm Welcome by John Cole Scott with educational session:

2:00pm – 3:00pm Panel #1: Fireside Chat with Parametric: Building and Managing a Tax Efficient Portfolio*

Presenters:

John Cole Scott, Executive Chairman – AICA

Mark Milner, Investment Strategist – Parametric

3:00pm – 3:20pm Networking Break
3:20pm – 4:20pm Panel #2: Why Now May be the Best Time to Invest in MLP / Energy Funds?

Moderator:  Mike Taggart, CFA, Founder & CEO – Taggart Fund Intelligence

Presenters:

Sam Brothwell, Director of Research – Energy Income Partners

Matthew Sallee, President – TortoiseEcofin

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

*This session is a last-minute replacement session at the event and the speaker is still getting firm approval to speak.

 

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Details

Start:
September 29 1:00 pm
End:
September 30 5:00 pm