In our industry today, innovative strategies in ETFs and retail alternatives continue to take center stage. This inaugural issue provides insight into the use of fair value adjustment factors for ETFs investing in foreign securities, and key tax considerations of registered private real estate funds. We also offer our perspectives from the 2023 Cohen Client Conference and the Investment Company Institute Tax & Accounting Conference.
Funds that invest in international securities could be subject to market timers looking to take advantage of potential arbitrage between the time a foreign stock exchange closes and the time the U.S. stock exchange closes.
"As we took in the incredible knowledge and insights from our many panelists and presenters, it was hard to ignore a recurring theme around regulation and scrutiny at just about every turn. These areas touch every part of our industry in a meaningful way."
This investment vehicle can provide numerous tax benefits, serving as a valuable option to investing in private real estate.
"Panel after panel touched on regulatory change and the impactful modifications necessary for compliance."
Welcome investment industry veterans Stacey Wilson and Marc Gallagher, both hailing from global accounting firms. Marc brings nearly 30 years of tax expertise and Stacey nearly 20 years of assurance experience to clients in our Registered Funds Group.