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Agenda – AICA’s Summer Summit
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| John Cole Scott CIO at CEF Advisors, Founder of CEFData.com |
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| Collin Bell
Managing Director, Global Head of Client Portfolio Management, Fundamental Equity |
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| Moderator John Cole Scott, Founder, Exec Chairman, Active Investment Company Alliance |
Speaker #1 Ed Keating, Portfolio Manager – Lazard Asset Managemet |
Speaker #2 Matt Leffler, Portfolio Manager – RMB Capital |
Speaker #3 Doug Bond, Senior Executive VP – Cohen & Steers |
Speaker #4 Jonathan Browne, Portfolio Manager, Director of Closed-End Fund Research – Robinson Capital |
BDC Track
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| Moderator Mark O’Brien, Head of Sales & Marketing – Advantage Data |
Speaker #1 Kelly Thompson, Founder & Editor – Direct Lending Deals |
Speaker #2 Nicole Eisenberger, Partner – Ernst & Young |
Speaker #3 Michael Shekel, Director – Cherry Bekaert |
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| Moderator Nicholas Marshi, Editor – The BDC Reporter moderated |
Speaker #1 Troy Ward, Managing Director – Ares Management (not ARCC) |
Speaker #2 Mike Petro, Portfolio Manager – Putnam Investments |
Speaker #3 Dave Miyazaki, MPortfolio Manager – Confluence Investment Management |
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| Moderator Bryce Rowe, Senior Equity Research Analyst – National Securities |
Speaker #1 Scott Bluestein, President, Chairman & CEO – Newtek |
Speaker #2 Barry Sloane, Managing Director – XA Investments |
Speaker #3 Dwayne Hyzak, CEO – Main Street Capital |
Speaker #4 Bowen Diehl, President & CEO – Capital Southwest |
CEF Track 1
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| Moderator Chuck Jaffe, Host of The NAVigator – Money Life |
Speaker #1 Phil Goldstein, Principal & Co-Founder – Bull Dog Investors |
Speaker #2 Brian Schaffer, Managing Director – Prosek Partners |
Speaker #3 Tom DeCapo, Partner – Skadden, ARPS, Slate, Meagher & Flom |
Speaker #4 Peter Kimball, Executive Director – ISS Corporate Solutions |
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| Moderator Kimberly Flynn, Managing Director – XA Investments |
Speaker #1 Neil Sullivan, Managing Director – Vision 4 |
Speaker #2 Bill Meyers, Senior Managing Director – Nuveen Global Product Group |
Speaker #3 Andy Hall, Managing Director – NASDAQ |
Speaker #4 Marc Loughlin, Director – WallachBeth |
CEF Track 2
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| Moderator Russel Robinson, Account Executive – CAPIS |
Speaker #1 Peter Maletis, Portfolio Manager – Merk Investments |
Speaker #2 Martin Connaghan Investment Director, Global Equities – Aberdeen Asset Management |
Speaker #3 Peter Vanderlee, Manager – Clearbridge Investments |
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| Moderator Michael Spatacco, Director of Cash Management – Bancroft Vets |
Speaker #1 Sanjai Bhonsle, Chairman & CEO – StoneCastle Financial |
Speaker #2 Larry Holzenthaler, Investment Strategist, Analyst – Symphony/Nuveen |
Speaker #3 Navid Abghari, Senior Portfolio Manager – Angel Oak |
Speaker #3 Gretchen Lam, Portfolio Manager – Octagon |
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| Moderator Patrick Shaddow, Director of Index Operations – S-Network |
Speaker #1 Paul Brennan, Managing Director and Portfolio Manager – Nuveen |
Speaker #2 Samuel Weitzman, Product Specialist – Western Asset Management |
Interval Fund Track
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| Moderator Joshua Deringer, Partner – Drinker Biddle & Reath |
Speaker #1 Randy Anderson, Portfolio Manager – Griffin |
Speaker #2 Svitlana Gubriy, Head of Global REIT Funds – Aberdeen Asset Management |
Speaker #3 Sean Morris, Managing Director, Private Wealth Partners – CIM Group |
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| Moderator James Thompson, Vice President – Northern Trust |
Speaker #1 Gregg Bell, Founder & Portfolio Manager – A3 Financial |
Speaker #3 Christian Munafo, CIO – SharesPost Investment Management |
Speaker #3 Jeremy Goff, Managing Director – Tortoise Advisors |
