• Mutual Fund/SMA to ETF Conversion: Maximizing Flexibility and Efficiency —NYSE ETF Industry Summit, New York, NY (October 30, 2023)
    • Fireside Chat: Responsible AI with Microsoft's Cass Matthews, 2023 Permanent & Private Capital Summit, Dechert LLP – New York, NY (June 13, 2023)
    • The Changing ETF Legal & Compliance Landscape — ETP Forum, New York, NY (May 25, 2023)
    • Navigating the Recent SEC Rule Proposal - First Look: The SEC’s Liquidity and Swing Pricing Proposal — Dechert LLP, Webinar (November 10, 2022)
    • Outline of ETF Structures for Asset Managers — SS&C Technologies, Webinar (November 8, 2022)
    • ESG ETFS: Best Practices for Building an ESG Franchise — NYSE ETF Summit, Webcast (April 27, 2021) 
    • How Regulations Have and Will Shape the ETF Industry — Women in ETFs Global 2021 Conference, Webcast (January 27, 2021)
    • Closed-End Fund Activism – Implementing Fund Defensive Measures — ICI's Virtual Closed-End Fund Conference, Webcast (November 5, 2020) 
    • Legal and Regulatory Updates for 2020 — NYSE ETF Summit, Webcast (September 29, 2020) 
    • Fund Needs Cash? How About a Rights Offering? — Dechert LLP, Webinar (March 25, 2020)
    • The Non-transparent ETF Revolution & the Inevitable Adoption — Inside ETFs presented by Informa, Hollywood, FL (January 28, 2020)
    • Private Credit, BDCs & Everything in Between: Co-Investment Exemptive Relief  Dechert LLP, Webinar (May 15, 2019)
    • Exchange-Traded Funds — Investment Management Institute 2019 presented by the Practising Law Institute, New York, NY (March 22, 2019) 
    • SEC ETF Rule Proposal — 2018 San Francisco Investment Management Symposium, San Francisco, CA (November 13, 2018)
    • ETF Industry of Tomorrow — ’40 Acts Committee Luncheon, New York, NY (November 7, 2018)
    • SEC Proposes Rule to Allow Most ETFs to Operate without Exemptive Relief — Dechert LLP, Webinar (July 25, 2018)
    • CEFs – Addressing Primary & Secondary Market Challenges — Closed-End Funds & Global ETFs Forum presented by Capital Link, New York (May 17, 2018)
    • Exchange-Traded Funds Investment Management Institute 2018 presented by the Practising Law Institute, New York, NY (March 23, 2018)
    • Registered Funds — 2017 Los Angeles Investment Management Symposium, Los Angeles, CA (November 29, 2017)
    • ETFs: The Onward March Continues — 2017 San Francisco Investment Management Symposium, San Francisco, CA (November 28, 2017)
    • IPO Launched: Now What? Examining the Secondary Market Trading of Closed-End Fund Shares — 2017 Closed-End Fund Conference presented by the Investment Company Institute, New York (November 9, 2017)
    • Mutual Funds and ETFs Breakout Session — Pricewaterhouse Coopers LLP's Asset and Wealth Management Day, New York (November 2, 2017)
    • Establishing and Distributing ETFs in Europe — Dechert LLP, Webinar (September 11, 2017)
    • SEC & Exchange Initiatives: What to Expect & How to Prepare — 2017 ETF Regulatory Summit, New York (April 6, 2017)
    • Exchange-Traded Funds — Investment Management Institute 2017 presented by the Practising Law Institute, New York (March 24, 2017)
    • The Evolution of Investing: Opportunities and Challenges in the ETF Marketplace — 2017 ICI Mutual Fund and Investment Management Conference, Palm Desert, CA (March 13, 2017)
    • Exchange-Traded Funds – the Changing Landscape — 27th Annual Conference on the Globalisation of Investment Funds presented by the IBA Investment Funds Committee, New York (May 8, 2016)
    • Regulatory Roundup: Proposals and Priorities — 2016 Risk Management Conference presented by ICI Mutual, New Orleans (April 6-8, 2016)
    • ETFs Under the Microscope: Trends and Developments — 2015 San Francisco Investment Management Symposium, San Francisco, CA (December 9, 2015)
    • State of the Closed-End Fund Market 2015: Product Innovations and Shareholder Activism — 2015 Closed-End Fund Conference presented by the Investment Company Institute, New York (November 4, 2015)
    • Investment Company Regulation: History, Evolution and Future Developments — Dechert LLP, New York, NY (October 6, 2015)
    • Directors College — Dechert LLP, New York, NY (March 4, 2015)
    • So You Think You Want Permanent Capital? Options for Permanent Capital Vehicles — Current Trends in Permanent Capital: What Alternative Managers Need to Know Now presented by Dechert LLP, New York, NY (January 22, 2015)
    • Current Developments Affecting the Fund Industry — Dechert LLP, Orlando, FL (March 18, 2014)
    • US-Listed Funds – Options and Opportunities for Asian Managers — Dechert LLP, Hong Kong (January 22, 2014)
    • Trends in Closed-End Fund Offerings — 2013 Closed-End Fund Conference presented by Investment Company Institute, New York, NY (November 5, 2013)
    • Product Development and Marketing of Hedge Funds — Citi Prime Finance, New York, NY (March 19, 2013)
    • Asset Management Roundtable — Dechert LLP, New York, NY (March 19, 2013)
    • Product Development Opportunities in the Commodity and Alternative Fund Space — Dechert LLP, Webinar (July 25, 2012)