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RYE, N.Y.–(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. Specifically, the conference will
address the dynamics around Rule 852(b)(6) and its impact on taxes for
fund investors in mutual funds and exchange traded funds (ETFs). A
second panel, led by Bloomberg’s Zachery Mider, will focus on the impact
of “Heartbeat trades” in the ETF market. Finally, Macrae Sykes will
moderate an “Active ETF Innovators Panel” which will provide an outlook
for the 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

9:15 – 10:00     Rule 852(b)(6) – Mutual Fund Taxes vs. ETFs
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, Zachery Mider, Bloomberg
Elisabeth Kashner, Director of ETF Research and Analytics, FactSet
Robert Gordon, President, Twenty-First Securities
10:55 – 11:40 Active ETF Innovators Panel – Precidian’s Big Announcement
Moderator, Macrae Sykes, G.research, LLC
Dodd Kittsley, National Director, David Funds
Dan McCabe, CEO, Precidian

Douglas M. Yones, Head of Exchange Traded Products, NYSE


© 2019 G. research, LLC – All rights reserved.


Kevin Fitzpatrick, G. research, LLC
P: 914-921-8328
E: [email protected]

Macrae Sykes, Financial Services Research
P: 914-921-5398
E: [email protected]