Gabelli Funds to Host Section 852(b)(6) Conference at The Paley Center, New York City

Rhea-AI Summary

Gabelli Funds announces its conference on Section 852(b)(6) scheduled for December 5, 2024, at The Paley Center in New York City. The event will explore important aspects of fund industry dynamics, focusing on tax implications for mutual funds and ETFs investors. Key topics include heartbeat trades, ETF tax alpha, and fund conversion trends.

The conference features three main sessions: ETF conversions, tax alpha discussions, and Section 852(b)(6) implications, with speakers from Practus LLP, Villanova University, Fordham University of Law, FactSet, and Bloomberg News. The event offers both in-person and virtual attendance options via Zoom.

GREENWICH, Conn., Nov. 25, 2024 (GLOBE NEWSWIRE) -- Gabelli Funds, LLC, a leader in value-oriented and research-driven investment management, is excited to announce its upcoming conference, “Section 852(b)(6) – Dynamics and Implications for the Funds Industry,” scheduled for Thursday, December 5, 2024, at The Paley Center, 25 West 52nd Street, New York City.

This event will bring together an esteemed group of industry and legal professionals to examine pivotal issues affecting the funds industry. The conference will focus on the dynamics of Section 852(b)(6) and its impact on tax implications for investors in mutual funds and exchange-traded funds (ETFs).

Key topics include:

• The role of “heartbeat” trades in fund operations
• ETF tax alpha and its implications for investors
• Latest trends in conversions from mutual funds and SMAs to ETFs
  

Agenda

8:45 AM – 9:15 AM	Breakfast and Registration
9:15 AM – 10:00 AM	Conversions to ETFs – Mutual Funds and SMAs Robert Elwood, Partner & Co-Founder, Practus LLP Macrae Sykes, Portfolio Manager, Gabelli Funds
10:05 AM – 10:50 AM	ETF Tax Alpha, Capital Migration, and Clienteles Rabih Moussawi, Professor, Villanova University Macrae Sykes, Portfolio Manager, Gabelli Funds
10:55 AM – 11:40 AM	Section 852(b)(6) – Innovation, "Heartbeats," and Taxes Jeff Colon, Professor, Fordham University of Law Elisabeth Kashner, Director of Funds Research & Analytics, FactSet Zachary Mider, Reporter, Bloomberg News

The event will be held in person with limited capacity and will also be available via Zoom for remote attendees. Industry professionals, investors, and academics are encouraged to attend this insightful discussion on the evolving landscape of fund investments.

For registration and more information, please visit https://m.gabelli.com/852b6_pr. For inquiries, contact Macrae Sykes at msykes@gabelli.com.

For general inquiries or to request one-on-one meetings, contact: James Carey, Client Relations, jcarey@gabelli.com, (914) 921-8318

About Gabelli Funds:
Gabelli Funds, LLC is a registered investment adviser with the Securities and Exchange Commission and a wholly owned subsidiary of GAMCO Investors, Inc. (OTCQX: GAMI). Gabelli Funds is renowned for its disciplined, research-driven investment process and offers a diverse array of investment products designed to meet the needs of individual and institutional investors.

Contact:	Macrae Sykes
	Portfolio Manager
	(914) 921-5398

FAQ

When and where is Gabelli Funds hosting the Section 852(b)(6) conference in 2024?

The conference is scheduled for Thursday, December 5, 2024, at The Paley Center, located at 25 West 52nd Street, New York City.

What are the main topics covered at Gabelli Funds' 2024 conference?

The conference covers three main topics: conversions to ETFs from mutual funds and SMAs, ETF tax alpha and capital migration, and Section 852(b)(6) focusing on innovation, heartbeat trades, and taxes.

How can investors attend the Gabelli Funds Section 852(b)(6) conference?

Investors can attend either in person at The Paley Center (with capacity) or virtually via Zoom. Registration is available at https://m.gabelli.com/852b6_pr.

What is the schedule for GAMI's Section 852(b)(6) conference sessions?

The conference runs from 8:45 AM starting with registration and breakfast, followed by three sessions from 9:15 AM to 11:40 AM covering ETF conversions, tax alpha, and Section 852(b)(6) discussions.