October 6, 2025
10:45 to 11:40 a.m. PT
12:20 to 1:30 p.m. PT
Palm Desert, CA
Jay Laurila, Cohen & Co
James Kaiser, Cohen & Co
Joy Lopez, ICI Tax Committee
Josh Jacobs, U.S. Bank
Brian McCabe, Ropes & Gray
Briton Ryan, Nuveen Investments
Join us for two panels at the ICI Tax and Accounting Conference.
First, join Jay Laurila for “ETF Revolution: Share Classes, Tax Efficiency, and Structural Implications.” He’ll discuss the evolution of ETFs, including accounting, reporting and tax complexities, implications for NAV oversight, and what you need to know about compliance and operational readiness.
Next, don’t miss Jay Laurila and James Kaiser at the thought leadership lunch “What’s In the (Custom) Basket? The Tax & Accounting Implications of Innovative ETF Strategies.” They’ll discuss what really matters when you’re building, launching and managing ETFs designed for today’s investors as structures become more complex. Cohen & Co is a sponsor of this event.
Visit the conference website for more information.