2024

Annual Conference- Clearwater Beach, FL

The 2024 SAA Clearwater Beach event was a blend of industry insights, networking, and professional development.

Attendees participated in panel discussions on key market topics, including buy-side strategies with portfolio managers from Maven Investment Partners, HBK Investments, and Monashee Investment Management. The Unit Investment Trust and Closed-End Fund panels featured experts from Raymond James, First Trust, iCapital M+Funds, and others, offering market perspectives. The Equity Capital Markets panel included leaders from Barclays, Keybanc, William Blair, and Baird. Keynote speaker Sree Sreenivasan provided a practical guide to generative AI and how to use better prompts.

Optional activities like golf, fishing, a sunset boat cruise, and beachside gatherings combined professional growth with relaxed networking, making it an unforgettable experience.