Posted by Mike Dellavalle and John DomingoThe digital asset space continues to captivate us with every nuance and (rev)evolutionary moment. For 2025, we believe there will be even more excitement and energy to both monitor and experience. Below are the five trends topping our radar:Approval and...
Read MoreRecently, we were fortunate to participate on a webinar for the Alternative Investment Management Association (AIMA) discussing the hot topic of converting an existing private fund to a registered fund, versus launching an entirely new one.Below are a few of the critical variables the panel...
Read MoreThis is an exciting time in the world of registered funds — there are new products frequently entering the marketplace in a myriad of ways! Historically we have seen many registered funds, including mutual funds, exchange-traded funds and closed-end funds, come to market by way of a cash...
Read MoreThis year has been historic for both the digital asset and exchange-traded fund (ETF) communities. In January, the SEC approved 11 spot Bitcoin ETFs, followed by eight spot Ethereum ETFs in July. With extensive experience and expertise in both the registered ETF and digital asset private fund...
Read MoreJay Laurila recently participated in a Nasdaq-sponsored webinar that also featured ETF specialists from K&L Gates and Brown Brothers Harriman. The insightful and wide-ranging discussion explored best practices for navigating the nuances of conversions to ETFs from mutual funds, SMAs and...
Read MoreAt the Investment Company Institute’s 2024 Leadership Summit, the rise of exchange-traded funds (ETFs) was the focal point for many participants and panelists. As part of the event, Board IQ took a few moments to interview Registered Funds Market Leader Brett Eichenberger alongside other...
Read MoreTax equalization is one of the most tax-efficient strategies available to a regulated investment company (RIC). The strategy can reduce or even potentially eliminate a capital gain distribution requirement for your fund and your shareholders — yet not everyone uses it. While there...
Read MoreKeeping the momentum of a record breaking 2023 — when the PCAOB was more active with standard setting and rulemaking than it had been over the past 10 years — the oversight body issued its second and third proposals of 2024 on April 9. PCAOB Release No. 2024-004, Firm and Engagement...
Read MoreOn January 10, 2024, the SEC approved the listing and trading of 11 spot bitcoin exchange-traded products. These products, known as spot bitcoin ETFs, began trading on January 11, 2024. Now that they are officially on the market, a natural — and important — question is, how will they...
Read MoreIn the highly collaborative world of exchange-traded funds (ETFs), building and maintaining a strong network is key. Erin McClafferty recently joined Bill Arnold, Regional ETF Director of SEI, and Jennica Ross, Co-President of Women in ETFs U.S., on SEI’s ETF Revolution...
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