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CAIA Washington DC Evergreen Funds in Focus: Market Trends, Value Transfers, NAV Squeezing, & Other Key Considerations
Date(s):
June 24, 2026
Note: All times listed are in local time
Venue:Webinar
100 University Drive
Amherst, MA 01002
Fee(s):Free Event
Description:Please Join CAIA Washington DC for a virtual event. “Evergreen Funds in Focus: Market Trends, Value Transfers, NAV Squeezing, & Other Key Considerations” will be a lively discussion on key considerations all investors should take into account when reviewing evergreen funds. Date & Time:
Wednesday June 24th
11:30 AM - 12:30 PM
Location:
Zoom
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Leyla Kunimoto
Job Title: Founder
Organization: Accredited Investor Insights
Tim McGlinn
Job Title: Founder
Organization: The AltView
Michael Scott
Job Title: Private Credit IDD Senior Analyst
Organization: Albourne Partners
Nicholas Skibo
Job Title: Co-Founder, Managing Partner
Organization: Gritstone Asset Management
Nicholas Skibo is a Co-Founder and Managing Partner of Gritstone Asset Management and is based in Bethesda, Maryland. Gritstone Asset Management is a registered investment advisor focused on event-driven, merger arbitrage opportunities, and provides investment management services to private, pooled investment vehicles and separately manager accounts for qualified investors. Prior to founding Gritstone in 2018, Nick was a Vice President - Credit at Ares Management Corp., a leading global alternative investment manager with more than $100 billion in assets under management. Nick earned a BS in Finance from Virginia Tech and also holds the CFA and CAIA charters.
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