Insights & News

An Evolving Industry:  Mutual Funds Converting to ETFs -  What You Need to Consider

February 17, 2021
12:30 - 1:30 p.m. ET

Please Join Stradley Ronon and Ernst & Young (EY) for a 60-Minute Webcast  

As the popularity of exchange-traded funds continues to grow, some traditional mutual fund managers are interested in converting their products to ETFs. There are several operational, legal, tax and accounting implications to consider before converting.

Join us for a discussion on the latest developments in the evolving industry of mutual funds and ETFs. In this webcast, panelists will discuss: 

  • Impacts to compliance, operations and infrastructure.
  • Legal and tax implications.
  • Accounting and regulatory reporting requirements.

Panel:

  • Amy Snyder, Principal, Financial Services, Tax, EY
  • Matthew R. DiClemente, Co-Chair, Investment Management, Stradley Ronon
  • Ben Slavin, Global Head of ETFs, BNY Mellon Asset Servicing

Moderated by:

  • Kristy Von Ohlen, Partner, Financial Accounting Advisory Services, EY
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