ETF Tax Alpha, Capital Migration, and Clienteles – Gabelli 852(b)(6) Symposium

Mobile World Congress (MWC) Barcelona 2025

About this Podcast

Macrae Sykes (Portfolio Manager) and the Gabelli Team hosted the 2nd Gabelli 852(b)(6) Symposium at the Paley Center on December 5th: https://www.gabelli.com/conferences/852b6

PANEL 1: https://youtu.be/0kfZGobwFxI
Conversions to ETFs – Mutual Funds and SMAs
– Robert Elwood, Partner & Co-Founder, Practus LLP
– Macrae Sykes, Portfolio Manager, Gabelli Funds

PANEL 2: https://youtu.be/EQcbHlUHFSU
ETF Tax Alpha, Capital Migration, and Clienteles
– Rabih Moussawi, Professor, Villanova University
– Macrae Sykes, Portfolio Manager, Gabelli Funds

PANEL 3: https://youtu.be/GyGdm1QA5OE
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

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