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Day One: March 15th
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| John Cole Scott,CIO at CEF Advisors, Founder of CEFData.com |
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| Presenters David LaValle, Managing Director, Global Head of ETFs – Grayscale Investments |
Presenters Marc Loughlin, Director CEF & ETF Trading Solutions -WallachBeth |
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| Moderator Rob Watson, Partner & Head of Investments – Destra Capital |
Presenters Larry Antonatos, Managing Director, Portfolio Manager – Real Asset Solutions, Brookfield |
Presenters Scott Carson, CFA , Director – Portfolio Manager – Principal |
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| Moderator Chuck Jaffe, Host – Moneylife |
Presenters Gretchen Lam, Portfolio Manager XFLT – Octagon |
Presenters Bryan Lazarus, Vice President Product Strategy Group – PIMCO |
PresentersErlend Lochen, Head of North American Fixed Income and Global High Yield – abrdn |
Day Two: March 16th
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| John Cole Scott with “Educational Session” |
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| Presenters Roxanna Islam, CFA, Associate Director of Research – Alerian |
Presenters Samantha Milner, Portfolio Manager ARDC – Ares |
Presenters Paul Blomgren, Client Portfolio Manager – Nuveen |
Presenters Cheryl Pate, Portfolio Manager – Angel Oak |
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| Moderator Michael Spatacco, Director, Cash Management – BanCroft Capital |
Presenters Matt Burdett, Portfolio Manager and Managing Director – Thornburg |
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| Moderator John Cole Scott – AICA’s Founder & Executive Chairman |
Presenters Marc Lourghlin |
Presenters Stephen O’Neill, Portfolio Manager – RiverNorth |
Presenters Ken Fincher, Senior Vice President, Portfolio Manager – First Trust Portfolios |
Presenters Rob Shaker, Portfolio Manager – Shaker Financial Services |
Samantha Milner Bio:
Mr. Scott has worked at Closed-End Fund Advisors since 2001. He holds the FINRA 66 License and the Certified Fund Specialist designation (CFS). He is a graduate of The College of William and Mary and has been quoted and interviewed widely in the financial press and presented at conferences and for investment groups on more than 50 occasions.
Steve O’Neill, CFA
Mike Taggart, CFA is the founder and CEO of Taggart Fund Intelligence. Previously, he worked in the closed-end fund group at Nuveen, and before that he was the head of U.S. closed-end fund research at Morningstar. He has spent nearly half his career covering closed-end funds.
As an institutionally focused asset manager, MacKay Shields specializes in fixed income credit and less efficient segments of global equity markets where proprietary research can generate attractive client oriented outcomes. We manage 162 billion USD in AUM* across independent portfolio management teams: MacKay Municipal ManagersTM, Global Credit, Global Fixed Income, High Yield, Convertibles and Fundamental Equity.
John joined MacKay Shields in 2016. Before joining the firm he was Vice President Equity Sales at Deutsche Bank and was previously at Bank of America Merrill Lynch. From 1997-2011, he was a senior trader on the floor of the New York Stock Exchange. John has a broad and diverse set of skills in sales, trading, and electronic trading platforms. He earned a Bachelor’s degree in Finance from Lehigh University. John graduated college in 1997. He has been in the financial services industry since 1997.
Stephen is a portfolio manager for the municipal fixed income team at Nuveen.
Brenda is a portfolio manager for Nuveen’s global fixed income team and a member of the preferred securities sector team. She is the co-manager of the Preferred Securities and Income strategy. She joined the preferred securities sector team in 2011. Brenda has been a co-manager for the Real Asset Income strategy since 2015, which invests in income generating debt and equity securities from both the real estate and infrastructure segments. In 2020 she became co-manager of the Credit Income strategy.
Flaherty & Crumrine Incorporated specializes in the management of preferred and related securities. It has focused on preferred and income securities portfolios for institutional clients and investment funds since its inception in 1983.
Mr. Chadwick has managed preferred securities at Flaherty & Crumrine since 1999 and is a member of the firm’s portfolio management team. As one of the firm’s traders, he shares responsibility for implementing investment strategies. Mr. Chadwick is also involved in the development of tools for managing the portfolios and developing firm-wide systems. Together with Mr. Conwell and Mr. Stone, he serves on the firm’s board of directors and is a member of the executive management committee. He also serves as Chairman of the Board, Chief Executive Officer, and a Director of the Flaherty & Crumrine closed-end funds.
Mr. Sallee joined the firm in 2005 and is an Executive Committee member and a member of the Tortoise Development Committee and serves as President of the Tortoise platform. He oversees Tortoise’s energy investment team and Tortoise/Ecofin co-managed energy products. Mr. Sallee serves as president of the Tortoise Energy Infrastructure Corp. and Tortoise Midstream Energy Fund, Inc. closed-end funds, and is a member of the Investment Committee. He has more than 21 years of industry experience and regularly speaks on national media (CNBC). Previously, he served for five years as a senior financial analyst with Aquila, Inc., where he was responsible for analysis of capital allocation at the firm’s communications infrastructure subsidiary, Everest Connections. Mr. Sallee graduated magna cum laude from the University of Missouri with a degree in business administration. He is a CFA® charterholder.
Bancroft Capital is service-disabled veteran-owned broker dealer specializing in Capital Markets, Debt and Equity syndication and Cash Management services to corporations, asset managers, and investors.
Robert Amodeo is Head of Municipals at Western Asset Management Company, LLC and has 34 years of investment experience. Mr. Amodeo began his career at The Bank of New York but soon thereafter joined Salomon Brothers Inc., where he was responsible for analyzing various private investment partnerships, including venture-capital, oil-and-gas, and real-estate, equity and bond portfolios. In 1992, Robert joined Salomon Brothers Asset Management where his role evolved into managing director, head of the municipal bond investment team and he worked with Salomon’s Yield Book department to adapt advanced technology for municipal bond and tax-efficient portfolio management. Since 2005, Robert has been part of Western Asset’s municipal bond investment team and is the sector head of that group.
Mark is responsible for supporting the continued investment success of Parametric’s systematic income product suite—with focus on dividend income and enhanced income strategies. Prior to joining Parametric in 2019, he spent seven years with US Bank’s Asset Management Group as a vice president in equity portfolio management covering domestic large-cap securities. Mark is also a firefighter for the city of Plymouth, Minnesota. He earned an MBA from the Kelley School of Business at Indiana University and a BS in finance/information systems from Iowa State University.
Brian Cordes, CAIA, Senior Vice President, is the head of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 23 years of experience. Prior to joining Cohen & Steers in 2012, Mr. Cordes was a product manager at Columbia Management. Previously, he was with New York Life Investment Management and Morgan Stanley Dean Witter. Mr. Cordes has a BS from Rider University and is based in New York.
Matt Cody is Vice President and Client Portfolio Manager at Amundi US. Based in Boston, he is responsible for consulting clients and their advisors on the firm’s economic outlook, current positioning, and investment philosophy, as well as giving updates on the firm’s recent investment performance and product information.
James Murchie co-founded Energy Income Partners (EIP) in 2003 with Linda Longville and Eva Pao. EIP is a partner-owned asset manager and is an outgrowth of his personal investing in energy infrastructure. EIP’s Funds and products concentrate their portfolios in the securities of noncyclical energy infrastructure companies in the pipeline, electric power and renewable development sectors. Between 1998 and 2003, he ran Lawhill Capital which managed a long/short equity fund that invested in energy and cyclical equities and commodities. From 1995 to 1997, he was a Managing Director at Tiger Management where his primary responsibility was investments in energy, commodities and related equities. From 1990-1995, Mr. Murchie was a Principal at Sanford C. Bernstein where he was a top-ranked energy analyst and sat on the Research Department’s Recommendation Review Committee. Before joining Bernstein, he spent 8 years at British Petroleum in 7 operating and staff positions of increasing responsibility. He has been named one of only three Hall of Fame investors by Alerian. Mr. Murchie has testified on energy policy in front of the U.S. Senate Committee on Energy and Natural Resources, presents at the Energy Roundtable at the Aspen Institute and numerous industry conferences and events. He has often been quoted in media outlets such as Bloomberg, the Financial Times and the Wall Street Journal. His interview with Steve Forbes is available on-line. Mr. Murchie received a B.A. from Rice University in 1979 and an M.A. in Energy Planning from Harvard University in 1982.
From 2009-2013, Samuel Brothwell worked at Bloomberg, LP as Sector Head of Utilities and was Vice President, Corporate Planning and Investor Relations at Questar Corporation. From 2005-2009 he was Managing Director, Equity Research with Wells Fargo/Wachovia Capital Markets, LLC, and Director, Equity Research with Merrill Lynch from 1997 to 2005. Prior to that he was Vice President, Credit Research with Moody’s Investors Service from 1995-1997, Senior Financial Analyst with PNM Resources from 1987 to 1995, Senior Tax and Audit Accountant with Arthur Anderson from 1983 to 1987 and has been a contributor and participant to Energy and Natural Gas Policy Forums with the Aspen Institute since 2006. He graduated with B.B.A. from University of New Mexico in 1983.
Chuck Jaffe is a syndicated financial columnist and the host of “Money Life with Chuck Jaffe,” a one-hour weekday financial talk show (moneylifeshow.com).
Associate Director of Research
Matthew Kence is an Investment Director and is a Portfolio Manager on the Aberdeen Income Credit Strategies Fund and the Global High Yield strategies at Aberdeen Standard Investments. He is also responsible for covering US high yield Energy companies. Matt joined Standard Life in 2010 from Gannet Welsh & Kotler where he was a Vice President, Credit. Previously, Matt also worked for MFS Investment Management as a high yield analyst. Matt graduated with a BS Mechanical Engineering from Ohio University and received his MBA from the Haas School of Business at the University of California, Berkeley.
