Webinar: How a Fund Can Extend Your Strategy’s Reach

Webinar: How a Fund Can Extend Your Strategy’s Reach 2018-12-18T20:51:53+00:00

Recently, Gemini hosted a webinar featuring a panel of internal fund development and distribution professionals who explained what you need to know if you’re considering starting a mutual fund or ETF, including development benefits and challenges, specific responsibilities, costs, the distribution ecosystem, and more.

Specific topics panelists covered included:

  • Development considerations – ETF or mutual fund? Series or standalone trust?
  • New fund onboarding process – timeline, parties involved, and documents needed
  • Advisor responsibilities
  • Getting ready for distribution – target customer & access considerations
  • Platform access – self clearing and broker-dealers
  • Cost of distribution

Panelists included:

  • Alma Piscitello, Gemini EVP, Strategic Advisor Services
  • Jim Colantino, Gemini SVP, Fund Administration
  • Susan Hansen, Gemini SVP, Advisor Services

DOWNLOAD Webinar Presentation.

Please click below to watch a recording of this webinar:

7895 GFS 12/17/2018 | 2182-NLD-12/18/2018 

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