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.
- 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
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.