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 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