Wednesday, April 2nd

6:30 pm

SAA Board Meeting and Dinner at Sea Guini at Opal Sands (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: 430 S. Gulfview Blvd, Clearwater, FL 33767

Thursday, April 3rd

AM/PM

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

6:15 am - 1:00 pm

Golf at Innisbrook Golf Resort (Optional)

Meet at the SandPearl Lobby at 6:15 am

9:30 am - 2:00 pm

Flats Fishing (Optional)

Meet at the SandPearl Lobby at 9:30 am

12:00 pm - 3:00 pm

Escape Room (Optional)

Meet at the SandPearl Lobby at 12:00 pm

6:00 pm

Cocktail Reception – SandPearl Resort, North Beach

Attire: Summer Resort Casual

Dinner will be on a sand beach

7:00 pm - 10:00 pm

Welcome Dinner – SandPearl Resort, North Beach

Friday, April 4th

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 - 9:45 am

UIT/Closed-End Fund Discussion, Hunter B&C Ballroom, moderated by Jay Park

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

Jeff Margolin, Senior Vice President at First Trust

Nick Parcharidis, CFA, MD, iCapital

Mike Taggart, Head of Closed-End Fund Investor Relations, Aberdee

Rob Martin, Managing Director, CRC

10:00 am - 11:00 am

Buy-Side/Equity Capital Markets Panel, Hunter B&C Ballroom moderated by Art Hogan

Scott Kinloch, MD and Head of US Syndicate at Barclays

Mike Sasso, MD, Equity Capital Markets at Clear Street

Dan Polsky, MD, Equity Capital Markets at William Blair

Ryan Englehardt, MD, Equity Capital Markets at Baird

Dan Sini, Director, BofA

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

11:00 am

Networking Break

11:15 am

Keynote Speaker- Lindsey Pollak - Career & Workplace Expert

“The Remix: Lead & Succeed in the Multigenerational Workplace”

Lindsey Pollak is a New York Times bestselling author, international speaker and “generational translator”. She is a globally recognized career and workspace expert and the leading voice on generational diversity. In 2020, Lindsey was named to the Thinkers50 Radar List, which honors the top global management thinkers whose work is shaping the future of how organizations are managed and led. She is the author of four career and workplace advice books including The Remix; How to Lead and Succeed in the Multigenerational Workplace, Named a book of the month by both the Wall Street Journal and Financial Times. A sought-after speaker, Lindsey’s keynote audiences and consulting clients have included more than 300 top corporations, law firms and universities around the world. Her advice and opinions have appeared in such media outlets as The TODAY Show, The Wall Street Journal and CNBC. Lindsey is a graduate of Yale University and is a proud member of Generation X.

12:15 pm

Adjourn

12:30 pm

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

2:00 pm

Corn Hole 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, April 5th

AM

Departures