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
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.
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Preliminary Agenda |
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| 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 | |||
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Douglas M. Yones, Head of Exchange Traded Products, NYSE |
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