# Virtus Artificial Intelligence & Technology Opportunities Fund > Alpha governed public record. Unknown, unavailable, and unpublished values are never inferred as zero. ## Record | Field | Value | | --- | --- | | Representation | alpha-profile-markdown-v4 | | Protocol | Alpha Governance Facts Protocol 0.1 | | Schema | alpha.governance.entity.public.v1 | | Record version | public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | | Governance record representation | alpha-governance-record-v2 | | Canonical entity | alpha:company:809d1493-a965-4d7f-9021-572164eab647 | | Entity type | Company | | Canonical URL | https://registry.alpha.ac/companies/virtus-artificial-intelligence-technology-opportunities-fund | | Publication | PUBLISHED | | Verification | source_reported | | Verification schema | alpha-verification-states-v1 | | Ownership | unclaimed | | Published claims | 17 | | Claims under review | 1 | | Evidence records | 3 | | Conflicts | 0 | | Conflicts in internal review | 0 | | Observed | 2026-10-16T13:52:26.347473+00:00 | | Last reviewed | 2026-10-16T13:52:26.347473+00:00 | ## Identity - Legal name: Virtus Artificial Intelligence & Technology Opportunities Fund - Display name: Virtus Artificial Intelligence & Technology Opportunities Fund ## Alpha Governance Record | Field | Value | | --- | --- | | Governance Record schema | alpha-governance-record-v2 | | Ontology | alpha-governance-ontology-v1 | | Record version | public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | | As of | 2026-10-16T14:41:59.07318+00:00 | | Completeness | 0.364 | | Record Quality | 0.831 | | Directors | 7 | | Committees | 2 | | Governance events | 10 | | Entity class | public_company | ## Section coverage | Section | State | | --- | --- | | identity | PUBLISHED | | corporate_structure | NOT_REVIEWED | | board | PUBLISHED | | committees | PUBLISHED | | leadership | NOT_REVIEWED | | ownership | NOT_REVIEWED | | financials | NOT_REVIEWED | | capital_structure | PUBLISHED | | compensation | NOT_REVIEWED | | governance | NOT_REVIEWED | | shareholder_governance | NOT_REVIEWED | | audit | NOT_REVIEWED | | legal | NOT_REVIEWED | | risk | NOT_REVIEWED | | cyber | NOT_REVIEWED | | ai_governance | NOT_REVIEWED | | agent_governance | RESTRICTED | | markets_external | NOT_REVIEWED | | events | PUBLISHED | | relationships | PUBLISHED | | assessments | PUBLISHED | | evidence | PUBLISHED | ## Board - Brian T. Zino: Director. Status: current. Independent: true. Since: 2020-01-01. Committees: Audit (member). claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:5 - Connie D. McDaniel: Director. Status: current. Independent: true. Since: 2020-01-01. Committees: Audit (member). claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:6 - Donald C. Burke: Director. Status: current. Independent: true. Since: 2020-01-01. Committees: Audit (chair); Audit · Chair (member). claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:7 - F. Ford Drummond: Director. Status: current. Independent: true. Since: 2015-01-01. Committees: Audit (member). claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:8 - George R. Aylward: Director. Status: current. Independent: false. Since: 2006-01-01. claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:9 - R. Keith Walton: Director. Status: current. Independent: true. Since: 2020-01-01. claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:10 - Sarah E. Cogan: Director. Status: current. Independent: true. Since: 2019-01-01. Committees: Audit (member). claim_id=alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:11 ## Committees - Audit (audit). Chair: Donald C. Burke. Members: Donald C. Burke (chair, current); Brian T. Zino (member, current); Connie D. McDaniel (member, current); F. Ford Drummond (member, current); Sarah E. Cogan (member, current). committee_id=alpha:committee:virtus-artificial-intelligence-technology-opportunities-fund:audit - Audit · Chair (audit). Chair: NOT_PUBLISHED. Members: Donald C. Burke (member, current). committee_id=alpha:committee:virtus-artificial-intelligence-technology-opportunities-fund:audit-chair ## Governance events - DIRECTOR_APPOINTED: Brian T. Zino seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:ndgebw1g9rtw8 - DIRECTOR_APPOINTED: Connie D. McDaniel seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:npgw3t18ivkrb - DIRECTOR_APPOINTED: Donald C. Burke seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:1952urqi52axu - DIRECTOR_APPOINTED: R. Keith Walton seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:1hg4hgu1b8mgug - COMMITTEE_MEMBER_ADDED: Brian T. Zino member of Audit, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:mj90vv4kp48l - COMMITTEE_CREATED: Audit · Chair committee of Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:1tqgqc6fvtcbu - COMMITTEE_MEMBER_ADDED: Donald C. Burke member of Audit · Chair, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:16ksncw13ixae0 - DIRECTOR_APPOINTED: Sarah E. Cogan seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2019-01-01. Effective: 2019-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:1h9huaf1evg10f - DIRECTOR_APPOINTED: F. Ford Drummond seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:1531yeb7w8dkb - DIRECTOR_APPOINTED: George R. Aylward seat on Virtus Artificial Intelligence & Technology Opportunities Fund, effective 2006-01-01. Effective: 2006-01-01. Detected: 2026-10-16T13:52:26.347473+00:00. event_id=alpha:event:transition:xh10jk1jsjsa8 ## Scoped resources - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/identity` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=identity - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/corporate-structure` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=corporate-structure - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/board` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=board - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/committees` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=committees - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/leadership` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=leadership - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/ownership` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=ownership - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/financials` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=financials - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/capital-structure` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=capital-structure - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/compensation` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=compensation - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/governance` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=governance - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/shareholder-governance` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=shareholder-governance - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/audit` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=audit - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/legal` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=legal - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/risk` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=risk - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/cyber` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=cyber - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/ai-governance` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=ai-governance - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/agents` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=agents - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/ecosystem` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=ecosystem - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/events` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=events - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/relationships` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=relationships - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/assessments` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=assessments - `alpha://company/virtus-artificial-intelligence-technology-opportunities-fund/evidence` (contract): https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record§ion=evidence ## Role modules - NOT_ASSERTED ## Attention - NO_RECORDS_FOUND ## Committee data - Claim alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:13: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"chair","person":{"alpha_id":"alpha:person:donald-c-burke","name":"Donald C. Burke"},"source_id":"board_seats"}` - Claim alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:14: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:brian-t-zino","name":"Brian T. Zino"},"source_id":"board_seats"}` - Claim alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:15: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:connie-d-mcdaniel","name":"Connie D. McDaniel"},"source_id":"board_seats"}` - Claim alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:16: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:f-ford-drummond","name":"F. Ford Drummond"},"source_id":"board_seats"}` - Claim alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:17: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:sarah-e-cogan","name":"Sarah E. Cogan"},"source_id":"board_seats"}` ## Leadership - Brian T. Zino: Director, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:5. Valid from: 2020-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. - Connie D. McDaniel: Director, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:6. Valid from: 2020-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. - Donald C. Burke: Director, Audit · Chair. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:7. Valid from: 2020-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. - F. Ford Drummond: Director, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:8. Valid from: 2015-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. - George R. Aylward: Director. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:9. Valid from: 2006-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. - R. Keith Walton: Director. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:10. Valid from: 2020-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. - Sarah E. Cogan: Director, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:leadership_role:11. Valid from: 2019-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2. ## Roles - PUBLISHED ## Governance - NOT_ASSERTED ## Board committees - Audit: Chair Donald C. Burke; Members Donald C. Burke (Chair); Brian T. Zino; Connie D. McDaniel; F. Ford Drummond; Sarah E. Cogan. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_record:12. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf. ## Financials - NOT_ASSERTED ## Workforce - NOT_ASSERTED ## Market and index context - PUBLISHED ## Legal Name - Virtus Artificial Intelligence & Technology Opportunities Fund. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:legal_name:1. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:7562d4372af9f7c1962449d24d61307e9c814cfe422fddf11d8f1b23b464856c. ## Entity Status - Public listing published. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:entity_status:3. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:7562d4372af9f7c1962449d24d61307e9c814cfe422fddf11d8f1b23b464856c. ## Published Fact - US. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:published_fact:4. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:7562d4372af9f7c1962449d24d61307e9c814cfe422fddf11d8f1b23b464856c. ## Committee Appointment - Donald C. Burke: chair, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:13. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf. - Brian T. Zino: member, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:14. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf. - Connie D. McDaniel: member, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:15. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf. - F. Ford Drummond: member, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:16. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf. - Sarah E. Cogan: member, Audit. Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:committee_appointment:17. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf. ## Security Listing - AIO (NYSE). Claim: alpha:claim:company:809d1493-a965-4d7f-9021-572164eab647:security_listing:18. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:7562d4372af9f7c1962449d24d61307e9c814cfe422fddf11d8f1b23b464856c. ## Coverage states | Field | Value | | --- | --- | | Identity | PUBLISHED | | Business | PUBLISHED | | Leadership | PUBLISHED | | Board and committees | PUBLISHED | | Governance | NOT_ASSERTED | | Financials | NOT_ASSERTED | | Workforce | NOT_ASSERTED | | Ownership | NOT_ASSERTED | | Ratings | NOT_PUBLISHED | | Market and index context | PUBLISHED | ## Public sources - alpha:projection-evidence:7562d4372af9f7c1962449d24d61307e9c814cfe422fddf11d8f1b23b464856c: [Alpha canonical company public projection](https://www.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund). - alpha:projection-evidence:document:514e391ec1cd64a4aade6827f1e9f9fcf609aa53842d7628813376987cae2ee2: [Virtus Global Multi-Sector Income Fund DEF 14A 2026-04-20](https://www.sec.gov/Archives/edgar/data/1778114/000110465926045460/tm2611509d2_definitiveproxy.htm). - alpha:projection-evidence:55d32126b1c76fdfe421f33d9a97e62442912fc289c924a3cc6c77b9aa0325bf: [Audit](https://www.sec.gov/Archives/edgar/data/1778114/000110465926045460/tm2611509d2_definitiveproxy.htm). ## Rights | Field | Value | | --- | --- | | public_retrieval | allowed | | agent_retrieval | allowed | | redistribution | not_granted | | model_training | not_granted | | commercial_use | not_specified | | relationship_pathfinding | not_granted | | direct_contact | not_granted | ## Limitations - Absence of a leadership role, committee, or disclosure is not evidence that it does not exist. - Only explicitly published canonical company identity and current confirmed public roles are included. - Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist. - Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights. - This Company Profile is an identity and evidence record, not an Alpha rating. ## Alternate representations - [Canonical profile](https://registry.alpha.ac/companies/virtus-artificial-intelligence-technology-opportunities-fund) - [Public Markdown](https://registry.alpha.ac/companies/virtus-artificial-intelligence-technology-opportunities-fund.md) - [Public JSON](https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=record) - [JSON-LD](https://registry.alpha.ac/api/public/companies/virtus-artificial-intelligence-technology-opportunities-fund?format=jsonld) - MCP resource: `alpha://companies/virtus-artificial-intelligence-technology-opportunities-fund` at https://mcp.alpha.ac/mcp ## Connected governance records Only explicitly published, rights-cleared records. Missing records do not establish absence, safety, or complete coverage. ## Critical-risk oversight Snapshot as of 2026-10-16T14:41:58.881653+00:00; recorded 2026-10-16T14:41:58.881653+00:00. Every published assignment for this snapshot is listed. Only explicitly reviewed, rights-cleared assignments in effect on the as-of date, in the company's own wording. An assignment shows where oversight is placed, not whether it is effective. Missing records do not establish absence.