Suggestions
Ely Tolen
Actively Managed ETPs | AMCs | SMAs | ABS | Fintech | Speaker |
Ely Tolen is a Senior Sales Executive at vestr AG, a Swiss firm located in Zug that specializes in financial products, particularly Actively Managed Certificates (AMCs) and portfolio management tools. In his role, Tolen is involved in promoting and explaining the firm's offerings, which include comprehensive solutions for portfolio management, rebalancing, and investor reporting.12
Tolen has participated in various webinars and discussions focused on the growth of AMCs and related financial products, highlighting their increasing popularity in Europe and the regulatory considerations involved in their sale, especially to U.S. persons.12 His professional background includes significant experience in sales within the financial sector, and he is actively engaged in industry events, such as the GLOBAL ABS 2024 conference in Barcelona.34