Section 351 ETF Exchanges
Date: Tuesday, February 10, 2026
Time: 12:00pm - 1:00pm
Location: Butler Snow LLP, 1020 Highland Colony Parkway, 14th Floor, Ridgeland, MS
Speaker: Jim Klepper, Highland Capital Management
Jim Klepper of Highland Capital Management will be presenting a program on Section 351 ETF Exchanges — an investment strategy that could appeal to members who advise clients with low-basis, concentrated stock positions seeking a tax-deferred diversification solution.
A hot buffet lunch from Primos will be available for $20. Please let me know by 3:00 on Friday if you and/or any guests will be joining us for lunch.
