AICA – Excellence Beyond Indexing

Replay

Member Content – Events

Member Content – Events

aberdeen

India markets under pressure
.
.
.
.
.
Video

Inside Aberdeen Multi-Market Income Fund (MMT)
.
.
.
.
Video

Navigating Opportunities in Municipal Bonds
.
.
.
.
Video

Ares

Q1-26 Earnings Conference Call
.
.
.
.
.

Ares Management Corporation to Present at the Bernstein 41st Annual Strategic Decisions Conference
.
.
.

Ares Management Opens Milan Office
.
.
.
.
.

Brookfield Oaktree

Brookfield Corporation to Host Second Quarter 2026 Results Conference Call
.
.
.
.

Oaktree Credit Quarterly
.
1Q 2026
.
.
.
.

The Big Picture: Outlook from the Co-CEOs at Oaktree Conference 2026
.
.
.
.

Carlyle

Carlyle Secured Lending (CGBD) Set to Report Q2 2026 Results Thursday
.
August 5, 2026
.

Carlyle to Announce First Quarter 2026 Financial Results and Host Investor Conference Call
.
.

2024 Credit Market Outlook
.
.
.
.
.

CEF Advisors

CEF Advisors’ 3Q 2026 Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook
.
.
Register

CEF Advisors’ 2Q 2026 Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook
.
.
Download Slides in PDF Format Replay

CEF Advisors’ 1Q 2026 Closed-End Fund, BDC Universe and Interval Funds Update, IPO Review & Outlook
.
.
Download Slides in PDF Format Replay

Clough Capital

Distribution Increases, Return on Capital Treatment, and Capital Loss Carryforwards
.
.
Download PDF

Liberty Street Advisors

Q1 2025 Commentary
.
.
.
.
.

This month in venture
.
December 2024
.

This month in venture
.
September 2024
.

MERK Investments

Gold Chart Book – August 2026
.
..
.
.
Download PDF

Gold Chart Book March 2026
.
..
.
.
Download PDF

Gold Chart Book
.
..
.
.
Download PDF

Nuveen

Nuveen Churchill Direct Lending (NCDL) Reports Second Quarter 2026 Results
.
August 6, 2026
.

2025 Q2 outlook: Wheels down, elevation up: Five themes for a new economic landing
.
.
.

2024 midyear outlook: Widening cracks in the investment landscape
.
.
.

Saratoga Investment Corp.

Saratoga Investment Corp. to Report Fiscal Fourth Quarter 2026 Financial Results and Hold Conference Call
.
.
.

Saratoga Investment Corp. Announces 2025 Fiscal Year and Fourth Quarter Financial Results
.
.
.
.

Saratoga Investment Corp. Announces Fiscal Second Quarter 2025 Financial Results
.
.
.
.

Simpson Thacher & Bartlett

Simpson Thacher Announces Plans to Open Singapore Office
.
.
.
.

Simpson Thacher Adds M&A Partner in London
.
.
.
.

Skadden

Investment Management Update-April 2023.
.
.
.
Download pdf

Investment Management Update – Feb 2023
.
.
.
Download PDF

Trinity Capital

Trinity Capital Reports Record Q2 2026 Net Investment Income
.
August 5, 2026
.
.

Trinity Capital Reports First Quarter 2026 Financial Results
.
May 2026
.
.

XA Investments

Monthly Non-listed CEF Market Update
.
May 5, 2026
.
Register

XFLT Quarterly Webinar – Q1 2025
.
Wednesday, June 4, 2025 – 12:00 PM ET
.
Register

XFLT Quarterly Webinar – Q3 2024
.
Friday, Dec 6, 2024 11:00 AM ET
.
Register

Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.