Wednesday, March 30th

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, March 31st

AM/PM

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

6:30 am - 1:00 pm

Golf at the Copperhead Course at Innisbrook Golf Resort (Optional)

Meet at the SandPearl Lobby at 6:30 am

8:00 am - 12:00 pm

Flats Fishing (Optional)

Meet at the SandPearl Lobby at 8:00 am, and it will be a 15-minute walk to the boat.

Bring Sunglasses, Sunscreen, and a Hat; water is provided on the boat.

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 1st

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 moderated by Art Hogan

Stephen Minar, Director of Closed-End Funds BlackRock

Neil Sullivan, Managing Director, Vision4 Fund Distributors

Morrison Warren, Partner, Chapman & Cutler

9:45 am

Equity Capital Markets Panel moderated by Art Hogan

Scott Kinloch, Managing Director, Head of US Syndicate at Barclays

Stephanie Cruz, Managing Director and Head of Syndicate Oppenheimer

Hank Wilson, President, Sandia Investment Management

10:45 am

Networking Break

11:00 am

Buyside Panel moderated by Art Hogan

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

Jay Testa, Portfolio Manager at Monashee Investment Management, LLC

Jose Castillo, Portfolio Manager at Maven Investment Partners

12:30 pm

Adjourn

1:00 pm

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

Attire: Casual

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