NEW YORK–(BUSINESS WIRE)–G.research and Gabelli Asset Management are hosting a unique line-up of industry and legal professionals to address several fundamental issues facing the Funds industry today.
The conference will start by addressing the dynamics around Rule 852(b)(6) and its impact on taxes for fund investors in mutual funds and exchange traded funds (ETFs). Zachary Mider of Bloomberg will then convene a panel led by Elisabeth Kashner of FactSet and discuss her research work about “Heartbeat trades” in the ETF marketplace.
Ben Johnson of Morningstar and Douglas Yones of the NYSE are joining as additional participants to the “Active ETF Innovators Panel” which will provide an outlook for product development in transparent and the recently announced Precidian semi-transparent ETF.
The event will have limited capacity. If interested in attending, please contact either Kevin Fitzpatrick or Macrae Sykes.
Preliminary Agenda
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9:15 – 10:00 |
Rule 852(b)(6) – Mutual Fund Taxes vs. ETFs | |
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Moderator, Professor Jeff Colon, Fordham University of Law | |
| Mike Rosella, Partner, Paul Hastings | ||
| Joseph Opich, Partner, Paul Hastings | ||
| 10:05 – 10:50 | Heartbeat ETF Trades | |
| Moderator, Zachary Mider, Bloomberg | ||
| Elisabeth Kashner, Director of ETF Research and Analytics, FactSet | ||
| Robert Gordon, President, Twenty-First Securities | ||
| 10:55 – 12:00 | Active ETF Innovators Panel – Precidian’s Big Announcement | |
| Moderator, Macrae Sykes, Gabelli Analyst | ||
| Ben Johnson, Director of Passive Research, Morningstar | ||
| Dodd Kittsley, National Director, Davis Funds | ||
| Dan McCabe, CEO, Precidian | ||
| Douglas M. Yones, Head of Exchange Traded Products, NYSE |
Contacts
Kevin Fitzpatrick, G. research, LLC
P: 914-921-8328
E: [email protected]
Macrae Sykes, Financial Services Research
P: 914-921-5398
E: [email protected]
