WEBCASTS
New to the ETF Space? Here’s How a Trading Partner and Series Trust Can Help
Section 351 allows tax-free transfer of appreciated securities from SMAs to ETFs. Managers could benefit from this in a number of ways. A series trust allows for turnkey solutions to a fund governance infrastructure and increases efficiency while reducing operating costs. Join the experts at Ultimus Fund Solutions and ETC for a free educational webcast to learn more.
SUMMARY
Topics will include:
- An overview of Section 351 SMA to ETF Tax-free Conversions.
- An exploration of the benefits of launching an ETF in a series trust compared to a stand-alone trust.
- A guide to the benefits of having a trading partner or subadvisor.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Michael Prendergast
SVP, ETF Senior Product SpecialistUltimus Fund Solutions
J. Garrett Stevens
Chief Executive OfficerExchange Traded Concepts
Ray Holst
PartnerPractus, LLP
Kirsten Chang
Senior Industry AnalystVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.