August 18, 2015

BNY Mellon to Feature Steve Forbes at Annual Symposium on Best Practices for ETFs

Non-Transparent Active ETFs, Fixed Income, Liquidity and New Regulations Among Topics to Be Highlighted at Symposium

NEW YORK, Aug. 18, 2015 /PRNewswire/ -- BNY Mellon, a global leader in investment management and investment services, will feature Steve Forbes, chairman and editor-in-chief of Forbes Media, as the keynote speaker at its annual ETF symposium. The symposium for exchange-traded funds is scheduled for October 20 to October 22 at the St. Regis Monarch Beach Hotel in Dana Point, CA. 

Forbes' topic for the event will be Navigating the Economy for Business Growth and Success.

The symposium will focus on important issues in the ETF marketplace including the emergence of non-transparent active ETFs, the validity of fixed income ETFs, market liquidity and the impact of new regulations.

Among the industry thought leaders scheduled to present at the event are Deborah Fuhr, co-founder of ETFGI, and Kathleen Moriarity, partner of Kaye Scholer.

This is the fourth year of the symposium, which highlights best practices and strategies for registered investment advisors, sponsors, investors and other participants in the ETF Industry.

"The ETF Symposium is designed for registered investment advisors and other financial professionals who use, or are interested in using, ETFs as part of their investment strategy," said Steve Cook, business executive, structured product services, for BNY Mellon.  Cook, who will moderate the opening panel at the symposium and provide an overview of the ETF marketplace, added, "We also believe the symposium will help investment professionals gain insight into the way their peers view a range of topics such as balancing active and passive strategies and how ETFs can provide efficient access to a wide range of asset classes."

For more information on the event, visit

BNY Mellon has a long history supporting the unique servicing needs of ETFs and has played a leading role in the development of procedures and systems integral to some of the first and most innovative products of the ETF industry. As of June 30, 2015, BNY Mellon supports 35 issuers offering 593 separate ETFs in the U.S., Europe and Asia with a total of $301.6 billion in net assets.

BNY Mellon's Asset Servicing business supports institutional investors in today's fast-evolving markets, safeguarding assets and enhancing the management and administration of client investments through services that process, monitor and measure data from around the world. We leverage our global footprint and local expertise to deliver insight and solutions across every stage of the investment lifecycle.

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2015, BNY Mellon had $28.6 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

Mike Dunn
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