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New Frontiers for ETFs: Converting Investment Vehicles and Impacts of Share Class Proposals

by Jay Laurila

July 22, 2024 Investment Company Audits, Exchange-Traded Funds, Mutual Funds

Jay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and private funds. The panelists also considered trends and the future of the ETF ecosystem, including proposals for ETF share classes.

>> Watch the webinar

Cohen & Co is not rendering legal, accounting or other professional advice. Information contained in this post is considered accurate as of the date of publishing. Any action taken based on information in this blog should be taken only after a detailed review of the specific facts, circumstances and current law with your professional advisers.

Featured Professional

Jay Laurila, CPA, MT

Partner, Cohen & Co Advisory, LLC
jlaurila@cohenco.com
414.203.2840
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