Gabelli Funds to Host Section 852(b)(6) Conference at The Paley Center, New York City
Gabelli Funds to Host Section 852(b)(6) Conference at The Paley Center, New York City
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.
康涅狄格州格林威治，2024年11月25日（环球新闻通讯）-- Gabelli基金公司，作为以价值为导向和研究驱动的投资管理的领导者，欣然宣布即将举行的会议，"第852(b)(6)条款 - 对基金行业的动态和影响，"定于2024年12月5日星期四在纽约市西52街25号的帕利中心举行。
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).
这次活动将聚集一批杰出的行业和法律专业人士，审视影响基金行业的重要问题。会议将重点讨论第852(b)(6)条款的动态以及其对共同基金和交易所交易基金（etf）投资者税收影响的影响。
Key topics include:
主要话题包括：
- 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
- "心跳"交易在基金运营中的作用
- etf税收阿尔法及其对投资者的影响
- 从共同基金和SMA转换为etf的最新趋势
Agenda
议程
| 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 |
| 上午8:45 - 上午9:15 | 早餐和注册 |
| 上午9:15 - 上午10:00 | 转换为etf - 共同基金和SMA 罗伯特·埃尔伍德，合伙人兼联合创始人，Practus LLP 马克雷·赛克斯，投资组合经理，Gabelli 基金 |
| 上午10:05 – 上午10:50 | etf 税收阿尔法，资本迁移与客户群 拉比赫·穆萨维，教授，维拉诺瓦大学 马克雷·赛克斯，投资组合经理，Gabelli 基金 |
| 上午10:55 – 上午11:40 | 第852(b)(6)条 – 创新、 “心跳”和税收 杰夫·科隆，教授，福特汉姆大学法学院 伊丽莎白·卡什纳，所有基金类型研究与分析董事，FactSet 扎卡里·米德，记者，彭博资讯 |
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.
此次活动将以面对面的方式进行，人数有限，同时也会通过Zoom为远程参与者提供直播。鼓励行业专业人士、投资者和学术界人士参加这一关于基金投资发展趋势的深刻讨论。
For registration and more information, please visit . For inquiries, contact Macrae Sykes at msykes@gabelli.com.
有关注册和更多信息，请访问 。如有疑问，请联系Macrae Sykes，电子邮件：msykes@gabelli.com。
For general inquiries or to request one-on-one meetings, contact: James Carey, Client Relations, jcarey@gabelli.com, (914) 921-8318
如有一般咨询或需要请求单独会议，请联系：詹姆斯·凯里，客户关系，电子邮件：jcarey@gabelli.com，电话：(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.
关于Gabelli基金：
Gabelli基金有限公司是美国证券交易委员会注册的投资顾问，也是GAMCO投资公司的全资子公司（OTCQX: GAMI）。Gabelli基金以其系统化、研究驱动的投资流程而闻名，提供多样化的投资产品，以满足个人和机构投资者的需求。
| Contact: | Macrae Sykes |
| Portfolio Manager | |
| (914) 921-5398 |
| 联系方式： | Macrae Sykes |
| 投资组合经理 | |
| (914) 921-5398 |