Gabelli Funds to Host Section 852(b)(6) Conference at The Paley Center, New York City
Gabelli Funds announces its conference on Section 852(b)(6) scheduled for December 5, 2024, at The Paley Center in New York City. The event will explore important aspects of fund industry dynamics, focusing on tax implications for mutual funds and ETFs investors. Key topics include heartbeat trades, ETF tax alpha, and fund conversion trends.
The conference features three main sessions: ETF conversions, tax alpha discussions, and Section 852(b)(6) implications, with speakers from Practus LLP, Villanova University, Fordham University of Law, FactSet, and Bloomberg News. The event offers both in-person and virtual attendance options via Zoom.
Gabelli Funds annuncia la sua conferenza su Sezione 852(b)(6) programmata per il 5 dicembre 2024, presso il The Paley Center a New York City. L'evento esplorerà aspetti importanti delle dinamiche dell'industria dei fondi, concentrandosi sulle implicazioni fiscali per gli investitori in fondi comuni e ETF. I temi principali includono operazioni heartbeat, alpha fiscale degli ETF e tendenze di conversione dei fondi.
La conferenza comprende tre sessioni principali: conversioni di ETF, discussioni sull'alpha fiscale e implicazioni della Sezione 852(b)(6), con relatori provenienti da Practus LLP, Università Villanova, Università Fordham di Legge, FactSet e Bloomberg News. L'evento offre opzioni di partecipazione sia di persona che virtualmente tramite Zoom.
Gabelli Funds anuncia su conferencia sobre Sección 852(b)(6) programada para el 5 de diciembre de 2024, en The Paley Center en la ciudad de Nueva York. El evento explorará aspectos importantes de la dinámica de la industria de fondos, enfocándose en las implicaciones fiscales para los inversores en fondos mutuos y ETFs. Los temas clave incluyen operaciones heartbeat, alpha fiscal de los ETFs y tendencias de conversión de fondos.
La conferencia contará con tres sesiones principales: conversiones de ETFs, discusiones sobre alpha fiscal e implicaciones de la Sección 852(b)(6), con oradores de Practus LLP, Universidad Villanova, Universidad de Fordham de Derecho, FactSet y Bloomberg News. El evento ofrece opciones de asistencia tanto en persona como virtualmente a través de Zoom.
Gabelli Funds는 2024년 12월 5일 뉴욕시의 The Paley Center에서 예정된 섹션 852(b)(6)에 대한 회의를 발표합니다. 이 행사에서는 뮤추얼 펀드 및 ETF 투자자에 대한 세무 영향을 중심으로 펀드 산업 역학의 중요한 측면을 탐구합니다. 주요 주제에는 하트비트 거래, ETF 세금 알파 및 펀드 전환 트렌드가 포함됩니다.
이번 회의는 ETF 전환, 세금 알파 논의, 섹션 852(b)(6)의 함의와 관련된 3개의 주요 세션을 특징으로 하며, Practus LLP, Villanova University, Fordham University of Law, FactSet 및 Bloomberg News의 연사들이 발표합니다. 이 행사는 대면 참석 및 Zoom을 통한 가상 참석 옵션을 제공합니다.
Gabelli Funds annonce sa conférence sur Section 852(b)(6) prévue pour le 5 décembre 2024, au The Paley Center à New York. L'événement explorera des aspects importants de la dynamique de l'industrie des fonds, en se concentrant sur les implications fiscales pour les investisseurs en fonds communs et en ETF. Les sujets clés incluent les transactions heartbeat, l'alpha fiscal des ETF et les tendances de conversion des fonds.
La conférence comprendra trois sessions principales : les conversions d'ETF, les discussions sur l'alpha fiscal et les implications de la Section 852(b)(6), avec des intervenants de Practus LLP, de l'Université Villanova, de l'Université de Fordham en droit, de FactSet et de Bloomberg News. L'événement propose des options de participation en personne et virtuelle via Zoom.
Gabelli Funds kündigt seine Konferenz zu Section 852(b)(6) an, die für den 5. Dezember 2024 im The Paley Center in New York City geplant ist. Die Veranstaltung wird wichtige Aspekte der Dynamik der Fondsbranche untersuchen und sich auf die steuerlichen Konsequenzen für Anleger in Investmentfonds und ETFs konzentrieren. Zu den Hauptthemen gehören Heartbeat-Trades, ETF-Steueralpha und Trends bei Fondsumwandlungen.
Die Konferenz umfasst drei Hauptsitzungen: ETF-Umwandlungen, Diskussionen über das Steueralpha und die Implikationen von Section 852(b)(6), mit Rednern von Practus LLP, der Villanova University, der Fordham University of Law, FactSet und Bloomberg News. Die Veranstaltung bietet sowohl persönliche als auch virtuelle Teilnahmeoptionen über Zoom an.
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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 msykes@gabelli.com.
For general inquiries or to request one-on-one meetings, contact: James Carey, Client Relations, jcarey@gabelli.com, (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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