Rule 852(b)(6): A Gabelli Symposium
Thursday, December 5th • The Paley Center, New York, NY
WHO SHOULD ATTEND:
The symposium welcomes academics, industry professionals, institutional capital allocators, investment portfolio managers and analysts.
Gabelli Funds is pleased to announce its Section 852(b)(6) Symposium on Thursday December 5th, 2024 at The Paley Center in Manhattan.
The panels will address the dynamics around Section 852(b)(6) and its impact on taxes for fund investors in mutual funds and exchange traded funds (ETFs). Confirmed Panelists include:
- Jeff Colon – Fordham University of Law
- Robert Elwood – Practus, LLP
- Elisabeth Kashner – FactSet
- Zach Mider – Bloomberg
- Rabih Moussawi – Villanova University
- Macrae Sykes – Gabelli Funds
The Paley Center, 25 West 52 St., New York, NY (directions)
| 8:45 — 9:15 AM | Registration |
| 9:15 — 10:00 AM | Conversions to ETFs: Mutual Funds and SMAs Robert Elwood, Partner & Co-Founder, Practus LLP |
| 10:10 — 10:55 AM | ETF Tax Alpha, Capital Migration, and Clienteles Rabih Moussawi, Professor, Villanova University |
| 11:05 — 11:50 AM | Section 852(b)(6) - Innovation, "Heartbeats," and Taxes Jeff Colon, Professor, Fordham University of Law |
914-921-5398
msykes@gabelli.com
914-921-1075
skeating@gabelli.com