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

 

NEW YORK--()--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

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, 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: 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