PANEL: EMERGING GEOGRAPHIC TRENDS IN EXCHANGE-TRADED FUNDS

Bill has over 30 years’ experience serving the asset management industry. He has significant experience with ETFs, commingled/collective investment funds, partnerships, master-feeder, multiple class and multi-manager funds, offshore entities and internal control reviews. He has advised in several client initiatives, including evaluating their distribution options, launching new investment products, fund mergers, system conversions, and reviewing and evaluating compliance monitoring procedures and internal controls.

Bill has specialized in ETFs for the past 25 years, working closely with issuers and service providers across the United States, Canada, Europe and Asia Pacific with respect to various business, regulatory, tax, compliance, accounting, reporting and operational matters. Bill is a frequent speaker in our Professional Development Program, as well as NICSA and other industry associations, as well as an author/contributor to many of the Firm’s asset and wealth management publications.