Wednesday, April 10th

6:30 pm

SAA Board Meeting and Dinner at Island Way Grill (SAA Board Members/Lead and Co-Lead Sponsors)

Attire: Summer Resort Casual

Meet at the Hotel Lobby at 6:15 pm for Pick Up

Address: 20 Island Way, Clearwater, FL 33767

Thursday, April 11th

AM/PM

Arrivals and Registration at the SandPearl Resort, Clearwater Beach, FL

6:30 am - 1:00 pm

Golf at Innisbrook Golf Resort (Optional)

Meet at the SandPearl Lobby at 6:30 am

9:30 am - 2:00 pm

Flats Fishing (Optional)

Meet at the SandPearl Lobby at 9:30 am

6:00 pm

Cocktail Reception – SandPearl Resort, Gulf Lawn

Attire: Summer Resort Casual

Dinner will be on a sand beach

7:00 pm - 10:00 pm

Welcome Dinner Reception – SandPearl Resort, North Beach Tent

Friday, April 12th

7:30 am - 8:30 am

Breakfast – SandPearl Resort, Hunter B & C Ballroom

Attire: Business Casual

8:30 am

SAA Welcoming and Opening Remarks- SandPearl Resort, Hunter B&C Ballroom

Jay Park, President of the SAA

Art Hogan, Chief Market Strategist, B Riley Wealth Management

9:00 am - 10:00 am

Buy-Side Panel Discussion, Hunter B&C Ballroom, moderated by Art Hogan

Mahendra Patel, Portfolio Manager at Maven Investment Partners

Collis Boyce, Portfolio Manager at HBK Investments, L.P.

Jay Testa, Portfolio Manager at Monashee Investment Management LLC

9:00 am - 9:30 am

Unit Investment Trust Discussion, Hunter A Ballroom, moderated by Jay Park

Kristy Foley, Managing Director, Head of UIT Trading, Raymond James

Chris Lagioia, Senior Vice President, National Accounts at First Trust

Nick Parchiridis, Managing Director, iCapital M+Funds

Randy Soderberg, President, Capelogic

9:30 am - 10:00 am

Closed-End Fund Discussion, Hunter A Ballroom, moderated by Jay Park

Jeff Margolin, Closed-End Fund Analyst, First Trust Portfolios

Chris Lakumb, Portfolio Specialist at RiverNorth

Mike Taggart, Closed-End Fund Specialist at Aberdeen

Amy Charles, MD, Closed-End Fund Research, Raymond James

10:00 am - 11:00 am

Equity Capital Markets Panel, Hunter B&C Ballroom moderated by Art Hogan

Scott Kinloch, MD and Head of US Syndicate at Barclays

Mike Jones, MD, Equity Capital Markets at Keybanc

Dan Polsky, MD, Equity Capital Markets at William Blair

Ryan Engelhardt, MD, Equity Capital Markets at Baird

11:00 am

Networking Break

11:15 am

Keynote Speaker- Sree Sreenivasan - CEO of Digimentors, Hunter B&C

“A Non-Scary Guide to Generative AI”

Sree Sreenivasan, a NYC-based digital communications expert. Sree has held Chief Digital Officer roles at New York City, the Metropolitan Museum of Art, and Columbia University. Sreenivasan has co-founded SAJA and ONA and received accolades like being named one of Fast Company's most creative people in business and receiving the knighthood of the Order of the Star of Italy for promoting US-Italian relations.

12:15 pm

Adjourn

12:30 pm

Beach Luncheon - SandPearl Resort, North Beach Tent (Optional)

2:00 pm

CornHole Tournament - SandPearl Resort, North Beach (Optional)

5:00 pm

Sunset Boat Cruise (Optional)

Meet at the SandPearl Lobby at 5:00 pm

7:30 pm

Closing Dinner at Marina Cantina (Optional)

Attire: Casual

Address: 25 Causeway Blvd, Clearwater, FL 33767

Saturday, May 13th

AM

Departures