CEF / BDC / Interval Fund BootCamp and Roundtable

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.

Agenda

 

CEF Advisors & CEFData.com GranitesShares Franklin Templeton Brookfield
John Cole Scott – Closed-End Fund Advisors .
Kim Flynn – XA Investments .
Chuck Jaffe – MoneyLife .
Milwood Hobbs Jr. – Oaktree Capital Management .
Christian Munafo – Liberty Street .
Steve O’Neil – RiverNorth .
Mark Milner – Parametric .
Rob Shaker – Shaker Financial Services .
William Rhind – Granite Shares .
David Tepper – Tepper Capital Management .
Erin Carney – Thornburg .

We appreciate your feedback

Agenda

John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com –


Moderator
Kim Flynn, Managing Director for Alternative Investments – XA Investments		 Speaker #1
Tom DeCapo, Partner – Skadden, Arps, Slate, Meagher & Flom		 Speaker #2
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com		 Speaker #3
Steve Flantsbaum, Sr. Special Counsel Fellow, BDC – U.S. Securities and Exchange Commission


Moderator
Jake Schultz, CFA, Partner & Director, Portfolio Oversight & Analytics – Destra
 Speaker #1
Charles Arduini, Partner and Portfolio Manager – Ares
 Speaker #2
Gretchen Lam, Portfolio Manager XFLT – Octagon


Moderator
Dan Silver, Portfolio Manager – Closed-end Fund Advisors		 Speaker #1
Mitchel Penn, Managing Director of Equity Research – CFA Oppenheminer
 Speaker #2
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com		 Speaker #3
Jorge Solares-Parkhurst, Managing Director – JMP Securities


Moderator
Vadim Avdeychik, Partner – Clifford Chance US LLP		 Speaker #1
Cheryl Pate, Senior Portfolio Manager – Angel Oak Capital
 Speaker #2
Robert Amodeo, Head of Municipals – Western Asset Management		 Speaker #3
Bradford Stone, Exec VP/CFO/Portfolio Manager – Flaherty & Crumrine Inc


Moderator
Chuck Jaffe, Host – Moneylife		 Speaker #1
Josh Duitz, Deputy Head of Global Equities & Portfolio Manager – abrdn
 Speaker #2
Parth Doshi V.P., CEF Product Management and Development – Nuveen		 Speaker #3
Erin Carney V.P., CFA, Head of Strategic Development – Thornburg


Moderator
Aaron Filbeck, CAIA Managing Director and Head of UniFi		 Speaker #1
Christian Munafo, Chief Investment Officer – Liberty Street Funds
 Speaker #2
Kevin Dockrell CFA, Institutional Portfolio Manager – RBC BlueBay		 Speaker #3
Michael Grayson, Portfolio Manager – First Trust Capital Management		 Speaker #4
Milwood Hobbs, Jr. Managing Director – Oaktree Capital Management


Moderator
Kenneth Burdon, Counsel, Investment Management – Skadden, Arps, Slate, Meagher & Flom LLP		 Speaker #1
Laura Stolfi, Managing Director, Private Credit Product Specialist – Nuveen
 Speaker #2
Milwood Hobbs, Jr. Managing Director – Oaktree Capital Management		 Speaker #3
Jason A. Mehring, Managing Director – BlackRock


Moderator
John Cole Scott, CIO at CEF Advisors, Founder of CEFData.com		 Speaker #1
Mark Milner, Senior Investment Strategist – Parametric
 Speaker #2
Rob Shaker, Chief Investment Strategist and Partner – Shaker Financial Services		 Speaker #3
Steve O’Neill, CFA, Portfolio Manager – RiverNorth

Details

Start:
16th November 2022
End:
17th November 2022
Event Category:
Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).

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