G. research, LLC: Rule 852(b)(6) – Dynamics & Implications for the Funds Industry

 

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

 

View source version on businesswire.com: https://www.businesswire.com/news/home/20190709005236/en/

Kevin Fitzpatrick, G. research, LLC P: 914-921-8328 E: [e-mail] Macrae Sykes, Financial Services Research P: 914-921-5398 E: [e-mail]