As firms consider entering the ETF space, understanding the nuances of launching and managing ETFs becomes critical, especially for those transitioning from mutual funds.
Join ACA and Northern Trust Asset Management for a live webcast on September 30 at 10:00 a.m. EDT to help you navigate the ETF landscape, including approaches, operational considerations, and practical strategies to help you get through the launch process. We’ll also address how firms without in-house capital markets capabilities can leverage third-party providers to support their ETF initiatives.
Whether you’re evaluating your first ETF launch or looking to refine your strategy, this session will offer actionable guidance and peer-driven insights.
Discussion Topics
- Distribution Channel Landscape
- ETFs vs. Mutual Funds
- Compliance
- Rule 6c-11
- Custom Basket Transactions
- Capital Markets Function and Trading Support
Speakers
- Michael Minella, Director, ACA Group
- Sonja Formato, BU Sales Specialist III, ACA Group
- Phil Nanof, Senior Vice President, Head of North American ETF Services, Northern Trust
- Danielle Rutsky, Senior ETF Capital Markets, Northern Trust