Webinar | Register here
12:00 a.m. – 12:40 a.m. EST
Join us for our defined outcome products series. Defined outcome products include a range of products designed to provide investors with some level of certainty (a “predictable” outcome if held for the specified period) usually based on a buffer, while providing equity market exposure. In recent periods, defined outcome ETFs have experienced particularly notable growth.
Each session will be 30 to 40 minutes in length. CLE credit will not be available for these sessions.
Tuesday, February 10, 2026 – Comparing the tax treatment to investors of structured products, ETNs, UITs, and ETFs
Tuesday, March 3, 2026 – Tax structuring issues for entities taxed as registered investment companies (RICs, UITs and ETFs)
Tuesday, March 24, 2026 – Understanding the regulation of SMAs
Tuesday, April 14, 2026 – Comparing disclosure and other requirements applicable to ETFs with those applicable to structured notes and ETNs
Tuesday, May 5, 2026 – Considerations for index providers to, or hedge providers to, ETFs