Interval Fund Spring Manager Spotlight set for April 26th and 27th

RICHMOND, Va., April 19, 2022 /PRNewswire/ — The Active Investment Company Alliance (AICA) is pleased to announce a two-day virtual conference for Financial Advisors and Institutional Investors featuring Interval Fund managers and executives. The "2022 Interval Fund Spring Manager Spotlight" will take place on the afternoons of April 26th and 27th, from 1:00 ET to 4:00 pm ET each day. 

"Investors have always sought better portfolio and income diversification. Alternative assets have been offering that diversification but traditionally have not been accessible to retail investors. Interval Funds are making alternative assets accessible.  Most now have 3-5 year performance track records, have proven themselves in the market, and as a group they’re offering a wide spectrum of choices for investors. This event will enable investors and their advisors to better understand the structure and how some of the top funds are using it to deliver solid results for investors."
     –  John Cole Scott, chief investment officer at Closed-End Fund Advisors and executive chairman at AICA

Interval Funds, a non-listed type of closed-end fund, have experienced tremendous growth in recent years.  There are now 75 Interval funds managing about $60 billion, up from 27 such funds less than 5 years ago. 


April 26th

Panel 1: Private Investment Opportunities in an Interval Fund
Moderator: Kim Flynn – XA Investments
Michael Bell – Primark Private Equity Investments Fund
Shiloh Bates – Flat Rock Global

Panel 2: Interval Fund Real Estate Opportunities
Moderator: Mike Taggart, Executive Director, AICA
Bill Boscow, ChFC – Wildermuth

April 27th

Panel 3: Credit Investing through an Interval Fund
Moderator: Chuck Jaffe – Host of Moneylife
Colin McBurnetteAngel Oak
Robert Watson – Destra Capital
Justin Pfaff – Nuveen

Panel 4: Investment Comparison of Interval and Tender Offer Funds
Moderator: Kevin Hardy, Partner – Skadden, Arps, Slate, Meagher, & Flom
Brett Schlemovitz – Conversus
Alexander Contrell, CFA, CAIA — Cliffwater         

The event will be hosted on the interactive conference platform, allowing participants to network with video between sessions and after the event.  The financial press is encouraged to attend. Audience questions are welcomed, expected, and may be submitted through the REMO conference platform. 

Due to regulatory compliance rules, registration is required to attend the event.

Learn More & Register:

4.5 CFP CE Credits (pending). 

AICA offers an interval fund screener and profile pages on its website, powered by Visit

The Active Investment Company Alliance is a non-profit trade association (501(c)(6)) for closed-end funds (CEFs), business development companies (BDCs), Interval Funds and Tender Offer Funds. 

Media Contact:
John Cole Scott

SOURCE Active Investment Company Alliance