Build Your ETF Now: The Nuts & Bolts of Reorganizing into an ETF

May 2019       Presenters: Peter J. Shea, Derek N. Steingarten

This webinar discusses the different ways existing products can be re-organized into ETFs. What tax, accounting and legal considerations should you take when considering an ETF conversion? Topics include:

  • Private fund reorganizations
  • SMA reorganizations 
  •  Mutual Fund reorganizations

Speakers: 

  • Brett Eichenberger, CPA, Partner-Audit, Cohen & Company
  • Jay Laurila, CPA, Partner-Tax, Cohen & Company
  • Peter J. Shea, Partner, K&L Gates 
  •  Derek N. Steingarten, Partner, K&L Gates

Build Your ETF Now: The Nuts & Bolts of Reorganizing into an ETF

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