Rule 852(b)(6): A Gabelli Symposium - GAMCO Investors, Inc.
 

Rule 852(b)(6): A Gabelli Symposium

Thursday, December 5th • The Paley Center, New York, NY

 

WHO SHOULD ATTEND:

The symposium welcomes academics, industry professionals, institutional capital allocators, investment portfolio managers and analysts.


Overview

Gabelli Funds is pleased to announce its Section 852(b)(6) Symposium on Thursday December 5th, 2024 at The Paley Center in Manhattan.

The panels will address the dynamics around Section 852(b)(6) and its impact on taxes for fund investors in mutual funds and exchange traded funds (ETFs). Confirmed Panelists include:

  • Jeff Colon – Fordham University of Law
  • Robert Elwood – Practus, LLP
  • Elisabeth Kashner – FactSet
  • Zach Mider – Bloomberg
  • Rabih Moussawi – Villanova University
  • Macrae Sykes – Gabelli Funds
Venue

The Paley Center, 25 West 52 St., New York, NY (directions)

Agenda
8:45 — 9:15 AMRegistration
9:15 — 10:00 AMConversions to ETFs: Mutual Funds and SMAs

Robert Elwood, Partner & Co-Founder, Practus LLP
Macrae Sykes, Portfolio Manager, Gabelli Funds

10:05 — 10:50 AMETF Tax Alpha, Capital Migration, and Clienteles

Rabih Moussawi, Professor, Villanova University
Macrae Sykes, Portfolio Manager, Gabelli Funds

10:55 — 11:40 AMSection 852(b)(6) - Innovation, "Heartbeats," and Taxes

Jeff Colon, Professor, Fordham University of Law
Elisabeth Kashner, Director of ETF Research, FactSet
Zachary Mider, Reporter, Bloomberg News

Register
ARE YOU ATTENDING IN PERSON?*

QUESTIONS/COMMENTS

General Inquiries
Macrae Sykes
Macrae Sykes

914-921-5398

msykes@gabelli.com

Sadie Keating
Sadie Keating

914-921-1075

skeating@gabelli.com

Gabelli Funds, LLC is a registered investment adviser with the Securities and Exchange Commission and is a wholly owned subsidiary of GAMCO Investors, Inc. (OTCQX: GAMI)

 Contact Us