Date: Monday, May 18, 2026
Time: 2:00 p.m. – 3:00 p.m. ET
Location: Virtual
Contact: Elise Hoffer, 513.352.6748, Elise.Hoffer@ThompsonHine.com
Join us for an afternoon break to discuss timely issues impacting investment management. This series features practical, focused conversations on key legal and regulatory developments affecting investment advisers and financial services firms, along with strategic considerations to help you navigate what’s ahead.
ETFs and Exchange-Listed Products: From Crypto to Complex Strategies
This session explores the expanding world of exchange-traded funds (ETFs)—investment funds that trade on stock exchanges like individual stocks—including those focused on cryptocurrency, commodities, and more complex strategies. We'll explain how ETF shares are created and redeemed, the agreements with the financial firms that facilitate that process, how benchmarks are constructed, and what information must be disclosed to investors.
The presenters will compare different legal structures used to launch these products, discuss how digital assets are safeguarded and valued, and explore liquidity considerations to help ensure an active secondary market. We'll also touch on tax implications, including consideration of the use of offshore tax blockers.
Moderator:
- Bibb Strench, Partner, Thompson Hine
Presenters:
- Philip B. Sineneng, Partner, Thompson Hine
- Megan W. Clement, Senior Counsel, Thompson Hine
- Randy Gerlach, Managing Associate, Thompson Hine