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, join us for a timely discussion with practical insights for navigating the opportunities and challenges in this new era. Our panel will explore key considerations for advisers and boards. We’ll cover:

• 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

Panelists:

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

Participants will earn 1.0 CPE Credit

Field of Study: Finance

Additional Information

• Prerequisites: Open to clients, alumni and friends of the firm with experience in accounting, finance or management
• Advanced Preparation: None Required
• Program Level: Overview
• Delivery Method: Group-Internet Based
• Seminar Policies: There is no fee for this webinar; cancellations are to be made no later than two business days prior to webinar date. For more information regarding concerns or program cancellation policies, please contact erownd@cohenco.com.

Cohen & Co is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.