John Cole, Scott
Mr. Scott has worked at Closed-End Fund Advisors since 2001. He holds the FINRA 66 License and the Certified Fund Specialist designation (CFS). He is a graduate of The College of William and Mary and has been quoted and interviewed widely in the financial press and presented at conferences and for investment groups on more than 50 occasions.
In 2008 John founded CEFA’s Closed-End Fund Universe, a data service covering all US listed closed-end funds and BDCs. Currently supported by an internal 10 member analyst team with a data manager/ programmer covering the 700+ ticker universe of CEFs/BDCs/iCEFs. They regularly do consulting and projects for CEF/BDC Sponsors, Hedge Funds and Institutional Investors.
Portfolio Consultant with over a quarter billion deposits into a fund focused on BDCs with a fund sponsor partner. He developed 35 CEF/BDC based indexes; 9 diversified portfolio objective, 9 Equity and 15 Bond sector. John is a past board member of The Richmond Association for Business Economics (RABE), and serves as Assistant Treasurer and on the Investment Committee for The New York State Society of The Cincinnati. Board member and Finance & Investment Committees for The William & Mary National Alumni Board.
Vadim Avdeychik is of counsel in the Investment Management practice of Paul Hastings and is based in the firm’s New York office. Mr. Avdeychik counsels mutual funds, closed-end funds, exchange-traded funds (ETFs), business development companies (BDCs), hedge funds, and their investment advisers. He routinely advises on the formation and operation of registered investment companies (including those implementing alternative investment strategies), alternative fund structures (including registered and unregistered master/feeder and fund-of-funds structures and BDCs), fund governance, regulatory issues involving public and private funds, and investment company status issues. Mr. Avdeychik has extensive experience assisting pre-IPO and public operating companies, specialty finance companies, investment banks, financial product sponsors, and other entities in determining their investment company status or the status of the products they sponsor, including the ability to qualify for exemptions from the Investment Company Act, in connection with securities offerings, financial product launches and other transactions. He also has transactional experience concerning funds and their advisers, including merger and acquisition transactions.
Mr. Avdeychik also has significant ERISA experience, with particular focus on fiduciary issues and prohibited transaction exemption questions under Title I of ERISA. he has authored several articles dealing with the intersection of ERISA and the investment management industry.
Prior to joining Paul Hastings, Mr. Avdeychik was the Vice President and Counsel at PIMCO and Assistant Secretary to the PIMCO-Managed Closed-End Funds. Formerly, he was an associate at an international law firm and prior to that, ERISA Enforcement Advisor, Employee Benefits Security Administration.