Active Investment Company Alliance CEF / BDC / Interval Fund BootCamp and Roundtable

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November 6, 2019 7:50am – 7:30pm

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

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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Interval Funds, a non-listed type of closed-end fund, have experienced tremendous growth in recent years. There are now 75 Interval funds managing about $60 billion, up from 27 such funds less than 5 years ago.
The event will enable investors and their advisors to better understand the structure and how some of the top funds are using it to deliver solid results for investors.
4.5 CFP CE Credits.

CFP CE Credit

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Andy Hall
Moderator
Amy Charles, Managing Director CEF & ETF Research, Raymond James
Presenters
Jamie Patturelli , The NYSE
PresentersAndy Hall , Managing Director New Listing @ NASDAQ PresentersJerry Raio , Arbor Lane Advisors, Inc.
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CFP CE Credit

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Presenters
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA
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Presenters Dan Silver , CEF/BDC Analyst @ AICA, PM @ Zoso Capital
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CFP CE Credit

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Moderator
John Duggan, Vice President CEF & ETF Research @ Morgan Stanley
Presenters
Bill Meyers Sr. Managing Director @ Nuveen
PresentersPatrick Shaddow Director Index Operations @ S-Network PresentersChuck Jaffe Host @ Moneylife
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CFP CE Credit

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John Scott James Curry
Moderator
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICA
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Presenters
Greg Drose Executive Director of Business Development at UMB Fund Services
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PresentersJames Curry AVP, Sr. Key Account Consultant, SS&C ALPS
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Vadim Avdeychik Counsel @ Paul HastingsVimeo Button Conference Interview

CFP CE Credit
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Vadim Avdeychik, Counsel @ Paul HastingsVimeo Button Conference Interview
Presenters
Ryan Cummins Wildermuth Wealth
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Zach Forman SVP, Head of Investor Relations @ Griffin Capital
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Christian Munafo CIO@ SharesPost 100 Fund

CFP CE Credit
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Marc Loughlin
Moderator
Chuck Jaffe, Host @ MoneylifeVimeo Button Conference Interview
Presenters
Marc Loughlin Director CEF & ETF Trading Solutions @ WallachBeth
PresentersEric Boughton Portfolio Manager, Chief Analyst at Matisse CapitalVimeo Button Conference Interview PresentersRob Shaker Portfolio Manager @ Shaker FinancialVimeo Button Conference Interview PresentersPhilip GoldStein Bull Dog InvestorsVimeo Button Conference Interview

CFP CE Credit
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Tony Huang
Moderator
Dan Silver, CEF/BDC Analyst @ AICA, PM @ Zoso CapitalVimeo Button Conference Interview
Presenters
Barry Sloane President, CEO & Founder Newtek Business Services
PresentersTony Assistant Portfolio Manager @ Advent Capital PresentersKim Flynn Managing Director of Alternative Investments @ XA Investments PresentersDavid Sachs Partner / Co-founder @ Ares

CFP CE Credit
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John Scott
Moderator
Harry Pangas, Partner Dechert LLPVimeo Button Conference Interview
Presenters
Nick Marshi The BDC ReporterVimeo Button Conference Interview
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Bryce Rowe Managing Director BDC Research @ National SecuritiesVimeo Button Conference Interview 
Presenters
John Cole Scott CIO at CEF Advisors, Founder of CEFData.com & Executive Chairman @ AICAVimeo Button Conference Interview 
Presenters
Kelly Thompson Founder & Editor @ Direct Lending Deals

Details

Date:
6th November 2022
Event Category:

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