5 19 2025 Investment Management Coffee Chat Mutual Fund ETF Share Class Exemptive Relief скачать в хорошем качестве

5 19 2025 Investment Management Coffee Chat Mutual Fund ETF Share Class Exemptive Relief

Join us for a mid-morning break to chat about hot topics and trends relevant to your business. Our concise and practical discussion will focus on a variety of developments that impact financial service industries, and we’ll offer insights and considerations that will certainly be of interest to you. The SEC’s expected exemptive relief to permit funds to have both mutual fund and ETF share classes likely will reshape the industry landscape. Join our panel of industry professionals as they discuss recent developments, regulatory challenges and the broader implications for registered fund advisers, boards and investors. Discussion Topics: In-depth look at the SEC's mutual fund-ETF share class exemptive relief including conditions Legal and compliance considerations for registered fund advisers and boards Market impact and opportunities for innovation Practical guidance for navigating the application process and implementing the order Panelists: Brett Eichenberger, CPA, Partner, Cohen & Company, Ltd. Bibb Strench, Partner, Thompson Hine Megan W. Clement, Senior Counsel, Thompson Hine