The 2025 Summit brings together thought leaders across the asset and wealth management industry to explore the rapidly evolving intersection of artificial intelligence and human capital.
Description Join us for a fast-paced webinar on launching ETF share classes within existing mutual funds, what it really takes, what regulators expect, and how to get it right from day one. Our experts will break down board oversight and fee/cost allocation, demystify tax choices like custom baskets and tax equalization, and walk through the operational build with AP agreements and in-kind creation/redemption workflows. We’ll cover key compliance and disclosure requirements under Rules 6c-11 and 18f-3, highlight common SEC focus areas, and share a practical readiness checklist spanning systems, service providers, and governance. If you’re a leader evaluating an ETF share-class strategy, you’ll leave with next steps and tools you can use immediately.
