AICA
10:00 AM
Welcome, John Cole Scott
Founder, Exec Chairman, Active Investment Company Alliance
10:15 AM
Keynote Presenter: Collin Bell
Managing Director, Global Head of Client Portfolio Management, Fundamental Equity
Goldman Sachs Asset Management
11:00 AM
CEF Panel
12:00 PM
"Lunch Hour Networking Session" With Sponsors & Attendees
1:00 PM
Breakout Sessions #1
2:00 PM
Breakout Sessions #2
3:00 PM
Breakout Sessions #3
4:00 PM
Post Event Social Networking Hour with Sponsors & Attendees
5:00 PM
Convene
All times are Eastern Daylight Time (EDT)
- Institutional Trading in CEFs: What Have You Learned, What Advice Can You Give?
- Products of CEFs - Navigating the 8+ Products of CEFs for Advisors
- Commodity & Energy Exposure: What's New and What Rhymes?
- Equity Funds for Retirement Income Needs
- Multisector Bond Funds: High Yield, Sr Loan, CLO & Investment Grade: Favorite Fixed Income Sectors and Active Management
- Municipal (Tax-Free) Bond Funds: Outlook in a Recession with Low Rates
- CEF Analysts Panel: Tips, Tricks & Pitfall in Listed CEFs
- Discounts, Distributions and Leverage Use: A Fund Sponsors' Perspective
- Product Development: Success of the New CEF IPO: What Might Be Next?
- Evaluation & Understanding BDCs (Panel of Service Providers)
- BDC from & Institutional Investor's Perspective: Advice & Perspective for The Board of Directors
- Premium to Book Value BDCs: Understand the Traits & Track Record of BDCs that Generally Trade Higher to Book Value
- Top Picks from BDC Analysts: What They Look for in Quality Management
- Managing a Listed CEF & Interval Fund: Benefits & Challenges
- Real Estate Investing in Listed vs. Non-listed CEFs
- Unique Credit Investing in the Interval Fund Structure
- Creating and Helping Advisors Understand Interval Funds
- Equity Interval Fund Unlike any Listed CEFs You Have Ever Seen
Track 1:
1:00PM
Recent Development in Corporate Governance & Activism in CEFs
2:00PM
Future of CEFs
Track 2:
1:00PM
Equity Funds for Retirement Income
2:00PM
Taxable Fixed Income
3:00PM
Muni Bond CEF Investing
1:00PM
Real Estate Investing in Interval & Listed CEFs
2:00PM
Break - no session scheduled
3:00PM
Credit Investing in Interval Funds
1:00PM
BDCs from A Service Provider Perspective
2:00PM
Institutional Investor Panel: BDCs
3:00PM
Premium BDC Panel: Why some BDCs Trade Better to NAV; Common Attributes vs Manager Unique Traits
The Active Investment Company Alliance (AICA) will be the premier 501(c)(6) non-profit trade association for listed closed-end funds, business development companies, interval and tender offer funds. Membership will be broad-based globally across fund sponsors (member firm who manages a closed-ended management company, BDC or equivalent), or product sponsors (member firm who manages an investment product: open-end, UIT, ETF, CEF, SMA, LP where the underlying investments are focused on closed-ended management companies, BDC or equivalent) and Service Provider Membership.
Work to engage, educate, connect and offer transparency for investment professionals and the investors they serve. Seek to gain better advocacy and guidance from regulators to protect investors. Support quality fund managers and sponsors in order to grow the universe of funds in size and liquidity.