Wednesday, April 12th

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 13th

AM/PM

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

6:00 am - 1:00 pm

Golf at Innisbrook Golf Resort (Optional)

Meet at the SandPearl Lobby at 6:00 am

8:00 am - 12:00 pm

Flats Fishing (Optional)

Meet at the SandPearl Lobby at 8:00 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 BBQ Reception – SandPearl Resort, North Beach Tent

Friday, April 14th

7:30 am - 8:30 am

Breakfast – SandPearl Resort, Hunter C Ballroom

Attire: Business Casual

8:30 am

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

Jay Park, President of the SAA

Art Hogan, Chief Market Strategist National Securities

8:45 am

Closed-End Fund Panel Discussion, Hunter A & B Ballroom

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

Matt Nealon, MD, Head of CEF Business Development at Nuveen

Morrison Warren, Partner, Chapman & Cutler

Mark Charles, MD, Head of CEF at Wells Fargo

Chris Lakumb, Portfolio Specialist at RiverNorth

9:45 am

Equity Capital Markets Panel moderated by Art Hogan

Scott Kinloch, MD and Head of US Syndicate at Barclays

David Lau, MD and Head of Equities at Janney

Dan Polsky, MD and Head of Syndicate at William Blair

Julie Harbey, MD and Head of Syndicate at Needham

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

Mahendra Patel, Portfolio Manager at Maven Investment Partners

10:45 am

Networking Break

11:00 am

Keynote Speaker- Patrick Murphy - Former Acting Secretary of the Army and Chief Management Officer (CMO)

“From the Battlefield to the Boardroom – Geopolitics, Cybersecurity, and the Way Forward”

Patrick is a Cybersecurity expert who was a Commissioner on the US Cyber Solarium Commission and a Senior Managing Director in Ankura’s Cybersecurity Advisory. Secretary Murphy is at the forefront of the cyber evolution. He advises corporations and the US government on how to make our cyber infrastructure safe. Patrick is a lecturer at the University of Pennsylvania Wharton School of Business.

12:30 pm

Adjourn

12:30 pm

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

2:00 pm

CornHole Tournament - SandPearl Resort, North Beach (Optional)

5:30 pm

Sunset Boat Cruise (Optional)

Meet at the SandPearl Lobby at 5:30 pm

7:30 pm

Closing Dinner at Marina Cantina (Optional)

Attire: Casual

Address: 25 Causeway Blvd, Clearwater, FL 33767

Saturday, May 20th

AM

Departures