REGISTER NOW: Dec 8th Ad 9th AICA's Winter Interval Fund Manager Spotlight 4 Panels Free For Qualified Attendees
CEFs, Dividend Investing
Seeking Alpha Analyst Since 2009
John Cole Scott is Chief Investment Officer at CEF Advisors. In 2002 he earned the Certified Fund Specialist designation (CFS). For 20+ years John has specialized in closed-end fund/BDC (business development company),interval fund and tender offer fund research, analysis and trading.
He has been quoted widely in the press and presented at numerous conferences and events all over the US.
In April 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service, now daily and called www.CEFData.com, covering the closed-end fund and BDC industry. In August 2015 he launched www.BDCUniverse.net as the first BDC Research website covering all public BDCs.
In November 2008 he founded "The CEF Network" on LinkedIn, their largest CEF or BDC community. In January 2017, created 30+ CEF/BDC indexes (www.cefdata.com/index) including both "Portfolio" and "Sector" indexes. They included: a 12 Major Sector (Eq Wt), a 60/40 Balanced, a Debt-BDC, a BDC Baby Bond (leverage of BDCs) and a "Discount" and "Premium" Fund Index.
John is a long-time member and past Board Member of The Richmond Association for Business Economics (RABE) and serves as Assistant Treasurer and on the Investment Committee for The New York State Society of The Cincinnati; previously on their Standing Committee. He is a member of The William & Mary National Alumni Board; serving on the Finance & Investment and I-CARE, Committees.
In 2019 he founded The Active Investment Company Alliance (AICA) - a non-profit trade association for CEFs, BDCs, & Interval Funds. He can be reached via: JCS@CEFadvisors.com or (804) 288-2482.
Summary
- Four Moderated Panel Discussions with Nine (9) different Interval Funds.
- Speakers from: Ares, Angel Oak, Blue Bay, Cliffwater, Flatrock Global, Goldman Sachs, Nuveen, Principal, and Wildermuth.
- Learn about this growing part of the alliterative investment universe. There are 69 Interval Funds w/ $48 Billion in AUM.
- Hosted on the Interactive REMO.co Event Platform. Offering Four (4) CE Credits.
Click Here to register for the event. Register to attend either OR both days of content live or in replay mode.
4 CE Credit Hours
Hosted on the REMO.co Interactive Platform: Remo microphone and camera test - Remo.co Virtual Events and Office space
Learn More & Register https://aicalliance.org/aica-event/intervalwintermanagerspotlight2021/
AICA is hosting a virtual event this week focusing on interval funds. There will be four (4) panels covering a diverse group of managers for the growing non-listed closed-end fund sector.
The various funds cover the credit, alternative and private markets including traditional and alternative fixed income including: CLOs, municipal bonds, multi-sector bond funds, real estate, endowment model Investing, and event driven credit.
December 8th and 9th at 1:00pm EST please join; highlighting and educating on interval funds with “The ABC’s of Interval Funds” presented by John Cole Scott, CIO of CEF Advisors, Founder CEFData.com. JCS also serves as AICA’s Executive Chairman.
There will be two timely panel discussions each afternoon. The event is hosted on the interactive REMO.co conference platform offering true participant interactions with networking opportunities at virtual tables.
Who should attend? Financial advisors, institutional investors, RIA firms, private bankers, financial planners, fund and asset managers, analysts, and financial press.
Each session is 30-35 minutes moderated discussion and then will take attendee questions.
AICA has 4 hours CFP CE Credits.
If you cannot attend live, please register to receive links to the replay sessions when available (usually about a week).
Day 1 Presenters:
1:30 PM EST - Panel 1 - "Non-Listed CEF Credit Round-table"
Greg Margolies, Partner – Ares
Parth Doshi, Vice President, Global Product – Nuveen
2:30 PM EST - Panel 2 - "Alternative Investment Options in an Interval Fund"
Robert Grunewald, CEO & Founder- Flat Rock Global
Alexander Condrell, Managing Director – Cliffwater LLC
Day 2 Presenters:
1:30 PM EST - Panel 1 - "Unique Credit Investing in an Interval Fund"
Duncan Farley, Portfolio Manager – Bluebay
Clayton Triick, Senior Portfolio Manager – Angel Oak
2:30 PM EST - Panel 2 - "Real Estate Access Opportunities in Interval Funds"
Daniel Wildermuth, CEO- Wildermuth
Benjamin Rotenberg, Portfolio Manager – Principal Global Asset Allocation
Collin Bell, Global Head of Client Portfolio Management – Goldman Sachs
AICA is proud to be an “invite to speak” content platform not a “pay to speak” model. Each Session has 10-15 minutes Q&A after prepared discussions.
Complimentary registrations are available for qualified attendees thanks to the generous support of AICA members. AICA offers advisors and investors a CEF screener and profile pages on their website, powered by CEFData.com as well as almost 120 recorded weekly NAVigator Podcast episodes since October 2019. Podcast
AICA - Excellence Beyond Indexing
The Active Investment Company Alliance. A 501(C)(6) non-profit trade association for closed-end funds (CEFs), business development companies (BDCs), Interval Funds and Tender Offer Funds. www.AICalliance.org
AICA membership is open to Fund Sponsors, Institutional Investors & Product Sponsors and Service Providers in the closed-end fund, business development company and interval fund universe.
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