GREENWICH, Conn., Nov. 25, 2024 (GLOBE NEWSWIRE) — Gabelli Funds, LLC, a leader in value-oriented and research-driven investment management, is excited to announce its upcoming conference, “Section 852(b)(6) – Dynamics and Implications for the Funds Industry,” scheduled for Thursday, December 5, 2024, at The Paley Center, 25 West 52nd Street, New York City.
This event will bring together an esteemed group of industry and legal professionals to examine pivotal issues affecting the funds industry. The conference will focus on the dynamics of Section 852(b)(6) and its impact on tax implications for investors in mutual funds and exchange-traded funds (ETFs).
Key topics include:
- The role of “heartbeat” trades in fund operations
- ETF tax alpha and its implications for investors
- Latest trends in conversions from mutual funds and SMAs to ETFs
Agenda
| 8:45 AM – 9:15 AM | Breakfast and Registration |
| 9:15 AM – 10:00 AM | Conversions to ETFs – Mutual Funds and SMAs Robert Elwood, Partner & Co-Founder, Practus LLP Macrae Sykes, Portfolio Manager, Gabelli Funds |
| 10:05 AM – 10:50 AM | ETF Tax Alpha, Capital Migration, and Clienteles Rabih Moussawi, Professor, Villanova University Macrae Sykes, Portfolio Manager, Gabelli Funds |
| 10:55 AM – 11:40 AM | Section 852(b)(6) – Innovation, “Heartbeats,” and Taxes Jeff Colon, Professor, Fordham University of Law Elisabeth Kashner, Director of Funds Research & Analytics, FactSet Zachary Mider, Reporter, Bloomberg News |
The event will be held in person with limited capacity and will also be available via Zoom for remote attendees. Industry professionals, investors, and academics are encouraged to attend this insightful discussion on the evolving landscape of fund investments.
For registration and more information, please visit https://m.gabelli.com/852b6_pr. For inquiries, contact Macrae Sykes at [email protected].
For general inquiries or to request one-on-one meetings, contact: James Carey, Client Relations, [email protected], (914) 921-8318
About Gabelli Funds:
Gabelli Funds, LLC is a registered investment adviser with the Securities and Exchange Commission and a wholly owned subsidiary of GAMCO Investors, Inc. (OTCQX: GAMI). Gabelli Funds is renowned for its disciplined, research-driven investment process and offers a diverse array of investment products designed to meet the needs of individual and institutional investors.
| Contact: | Macrae Sykes |
| Portfolio Manager | |
| (914) 921-5398 |
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