The Power of Custom In-Kind Baskets

As part of MFDF's ETF webinar series, seasoned ETF Portfolio Manager Scott Weiner, the author of The Complete Guide to ETF Portfolio Management, will walk you through the in-kind transactions, custom in-kind baskets and how ETF portfolio managers leverage these transactions to create the tax efficiencies that distinguish ETFs from their mutual fund counterparts. Learn the CIB basics as the foundation for a policy discussion and the role of the Board as it pertains to these transactions with Dr. Weiner at the annual MFDF conference in March.

This webinar will broadcast live at 2 pm (ET) on November 19, 2024.