Implementing Semi-Transparent Solutions and Distribution Strategies

>Implementing Semi-Transparent Solutions and Distribution Strategies

Implementing Semi-Transparent Solutions and Distribution Strategies

By | 2020-12-09T15:27:50-05:00 December 3, 2020|
When:
January 14, 2021 @ 12:00 pm – 1:00 pm
2021-01-14T12:00:00-05:00
2021-01-14T13:00:00-05:00

Please join us for the third and final session of our series on exchange-traded funds. Our panel of experienced ETF professionals will explain the steps and considerations needed to launch actively managed ETF’s into the market.

Discussion Topics:

  • Recap from Part 1 & 2
  • What you need to know to launch an ETF
  • Vident functionality and support for marketing efforts
  • Importance of distribution planning
  • Do’s and don’ts
  • Year-end planning ideas

Featured presenters:

Scott Szever, Director, Exchange Traded Products, New York Stock Exchange

Rafael Zayas, Head of Portfolio Management and Trading, Vident Investment Advisory LLC

Larie Lydick, VP  ETF and Mutual Fund Services, Ultimus Fund Solutions

Alma Piscitello, EVP, Relationship Management, Ultimus Fund Solutions (Moderator)

 

Interested in attending? Contact your Ultimus Relationship Management Representative for registration details.

About the Author: