Gabelli Funds to Host Insightful Conference on Fund Dynamics

Gabelli Funds Hosts Essential Conference on Fund Dynamics

Gabelli Funds, a prominent player in the world of investment management, is gearing up for an important event titled "Section 852(b)(6) – Dynamics and Implications for the Funds Industry." This compelling conference is taking place soon and aims to shed light on critical issues effecting the funds sector, specifically focusing on tax matters connected with mutual funds and exchange-traded funds (ETFs).

Exploring Key Themes at the Conference

This conference will assemble a range of esteemed professionals from legal and financial backgrounds. Attendees will delve into significant themes, such as:

• The influence of 'heartbeat' trades on fund operations.
• Understanding ETF tax alpha and its consequences for investors.
• Current trends in the transition from mutual funds and Separately Managed Accounts (SMAs) to ETFs.

Participants can expect engaging discussions and valuable insights pertaining to these focal subjects.

What's on the Agenda?

The conference promises a rich agenda featuring a series of informative sessions:

Breakfast and Registration

8:45 AM – 9:15 AM

Enjoy a delicious breakfast while registering for the event.

Conversions to ETFs – Mutual Funds and SMAs

9:15 AM – 10:00 AM
Join Robert Elwood, Partner & Co-Founder of Practus LLP, and Macrae Sykes, Portfolio Manager at Gabelli Funds, as they discuss conversions and transitions.

ETF Tax Alpha, Capital Migration, and Clienteles

10:05 AM – 10:50 AM
Rabih Moussawi, a respected professor from Villanova University, along with Macrae Sykes, will present insights into ETF Tax Alpha and its impact.

Section 852(b)(6) – Innovation, "Heartbeats," and Taxes

10:55 AM – 11:40 AM
Engage with a panel featuring Jeff Colon from Fordham University, Elisabeth Kashner, Director of Funds Research & Analytics at FactSet, and Zachary Mider from Bloomberg News, where they will dive deep into innovative approaches in the sector.

Attending the Conference

This in-person event is designed to foster networking among investors, industry professionals, and academics. Limited seats are available, and remote participation will be offered via Zoom to accommodate a broader audience eager to learn about the changing landscape of fund investments.

How to Register

For more information and to complete your registration, please reach out to Macrae Sykes at msykes@gabelli.com.

To discuss general inquiries or to schedule one-on-one meetings, you can contact James Carey, Client Relations, at jcarey@gabelli.com or call (914) 921-8318.

About Gabelli Funds

Gabelli Funds, LLC stands as a registered investment adviser under the Securities and Exchange Commission, and functions as a subsidiary of GAMCO Investors, Inc. They pride themselves on a disciplined and research-driven approach to investment, offering a wide array of products catering to both individual and institutional investors.

Frequently Asked Questions

What is the main focus of the Gabelli Funds conference?

The conference emphasizes understanding Section 852(b)(6) and its effects on the funds industry, particularly regarding mutual funds and ETFs.

Who are the speakers at the conference?

Notable speakers include representatives from Gabelli Funds, Villanova University, and Fordham University.

Will remote attendance be available for the conference?

Yes, the conference will offer a Zoom option for those who cannot attend in person.

How can I register for the event?

Registration details can be obtained by contacting Macrae Sykes at msykes@gabelli.com.

What type of insights can attendees expect?

Attendees will gain expert insights into tax implications, fund operations, and emerging trends in the investment landscape.

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