Webinar: Is an ETF Share Class Right for Your Funds?

The wait is over … The SEC’s long-anticipated approval of ETF share classes marks a defining moment for the U.S. fund industry. As the industry moves from planning to implementation, we hosted a timely discussion with practical insights for navigating the opportunities and challenges in this new era. Our panel explored key considerations for advisers and boards. We covered:

• The Mechanics: How ETF share classes integrate within the mutual fund wrapper
• The Challenges: Key operational and oversight considerations for multi-class structures
• The Opportunities: Product innovation, operational efficiency and distribution flexibility

*Please note, CPE credit is not available for watching the recording.

Panelists:

• Brett Eichenberger, Cohen & Co
• Jay Laurila, Cohen & Co
• Mannik Dhillon, Victory Capital
• Stacy Fuller, K&L Gates LLP