G. research, LLC: Rule 852(b)(6) – Dynamics and Implications for the Funds Industry Thursday, July 11 – The Paley Center, 25 West 52nd Street, New York City

RYE, N.Y.--()--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.

Contacts

Kevin Fitzpatrick, G. research, LLC
P: 914-921-8328
E: kfitzpatrick@gabelli.com

Macrae Sykes, Financial Services Research
P: 914-921-5398
E: msykes@gabelli.com

Contacts

Kevin Fitzpatrick, G. research, LLC
P: 914-921-8328
E: kfitzpatrick@gabelli.com

Macrae Sykes, Financial Services Research
P: 914-921-5398
E: msykes@gabelli.com