Active Investment Company Alliance CEF / BDC / Interval Fund BootCamp and Roundtable.
Location: 35 East 21st Street, New York, NY 10010, US
Wifi Access “The Space at Flatiron” with no password.
If you need CE credits, please check-in with the registration desk to confirm session attendance and your CFP information
Time | Event | Moderator | Panelist #1 | Panelist #2 | Panelist #3 | Panelist #4 |
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7:50 AM to 8:15 AM | Registration & Breakfast | |||||
8:15 AM to 8:25 AM |
Welcome Remarks AICA Launch II |
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA [Conference Interview] |
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8:25 AM to 9:15 AM |
PANEL #1: CFP CE Credit [Video] | [Transcript] |
Amy Charles, Managing Director CEF & ETF Research, Raymond James | Jamie Patturelli, The NYSE | Andy Hall, Managing Director New Listing @ NASDAQ |
Jerry Raio, Arbor Lane Advisors, Inc. [Conference Interview] |
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9:15 AM to 9:50 AM |
PRESENTATION #1: CFP CE Credit [Deck] | [Video] | [Transcript] |
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA [Conference Interview] |
Dan Silver, CEF/BDC Analyst @ AICA, PM @ Zoso Capital | |||
9:50 AM to 10:40 AM |
PANEL #2 CFP CE Credit [Video] | [Transcript] |
John Duggan, Vice President CEF & ETF Research @ Morgan Stanley | Bill Meyers, Sr. Managing Director @ Nuveen | Patrick Shaddow, Director Index Operations @ S-Network |
Chuck Jaffe, Host @ Moneylife [Conference Interview] |
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10:40 AM to 10:55 AM | Networking Break | |||||
10:55 AM to 11:45 AM |
PANEL #3 CFP CE Credit [Video] | [Transcript] |
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA [Conference Interview] |
Greg Drose, Executive Director of Business Development at UMB Fund Services [Conference Interview] |
James Curry, AVP, Sr. Key Account Consultant, SS&C ALPS [Conference Interview] |
Vadim Avdeychik, Counsel @ Paul Hastings [Conference Interview] |
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11:45 AM to 12:35 PM |
PANEL #4 CFP CE Credit [Video] | [Transcript] |
Vadim Avdeychik, Counsel @ Paul Hastings [Conference Interview] |
Ryan Cummins, Wildermuth Wealth | Zach Forman, SVP, Head of Investor Relations @ Griffin Capital | Christian Munafo, CIO@ SharesPost 100 Fund | |
12:35 PM to 1:25 PM | Networking Lunch | |||||
1:25 PM to 2:00 PM |
PRESENTATION #2: CFP CE Credit [Deck] | [Video] | [Transcript] |
Rob Chisholm, Managing Director & Portoflio Manager at Brookfield | ||||
2:00 PM to 2:50 PM |
PANEL #5 CFP CE Credit [Video] | [Transcript] |
Chuck Jaffe, Host @ Moneylife [Conference Interview] |
Marc Loughlin, Director CEF & ETF Trading Solutions @ WallachBeth |
Eric Boughton, Portfolio Manager, Chief Analyst at Matisse Capital [Conference Interview] |
Rob Shaker, Portfolio Manager @ Shaker Financial [Conference Interview] |
Philip GoldStein, Bull Dog Investors [Conference Interview] |
2:50 PM to 3:20 PM |
PRESENTATION #3: CFP CE Credit [Deck] | [Video] | [Transcript] |
Randy Watts, UIT Investing, a NASDAQ Company | ||||
3:20 PM to 3:40 PM | Networking Break | |||||
3:40 PM to 4:30 PM |
PANEL #6: CFP CE Credit [Video] | [Transcript] |
Dan Silver, CEF/BDC Analyst @ AICA, PM @ Zoso Capital | Barry Sloane, President, CEO & Founder Newtek Business Services | Tony Huang, Assistant Portfolio Manager @ Advent Capital | Kim Flynn, Managing Director of Alternative Investments @ XA Investments | David Sachs, Partner / Co-founder @ Ares |
4:30 PM to 5:20 PM |
PANEL #7: CFP CE Credit [Video] | [Transcript] |
Harry Pangas, Partner Dechert LLP [Conference Interview] |
Nick Marshi, The BDC Reporter [Conference Interview] |
Bryce Rowe, Managing Director BDC Research @ National Securities [Conference Interview] |
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA [Conference Interview] |
Kelly Thompson, Founder & Editor @ Direct Lending Deals |
5:20 PM to 5:30 PM |
Closing Remarks, Thank You’s & Founding AICA Member Recognition [Video] |
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA [Conference Interview] |
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5:30 PM to 7:30 PM | Networking Cocktail Reception |
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