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UMB WEBINAR: Rethinking Trust Structure and Enhancing Profitability
May 14, 2019 @ 3:00 pm - 3:30 pm CDT
Operating under a more economical trust structure given a fund company’s size and resources can have a significant impact on an investment adviser’s ability to run a successful mutual fund business.
Join UMB for a 30-minute presentation exploring the advantages of converting from a standalone structure to a series trust and the various factors facing asset managers today that are driving this organizational change. Following the presentation, presenters will open the session to your questions.
Presenters: Terry Gallagher of UMB Fund Services and Eric Banhazl of Mutual Fund Administration Corporation.
To register, click here.