Looking for a One-Pager on the Shielded Alpha℠ ETF wrapper?
REGULATORY UPDATE - ON DECEMBER 10, 2019 THE U.S. SECURITIES AND EXCHANGE COMMISSION APPROVED THE EXEMPTIVE RELIEF TO PERMIT BLUE TRACTOR GROUP'S SHIELDED ALPHA℠ ETF STRUCTURE
Review the SEC's Exemptive Order here.
Review the SEC's Exemptive Order here.
Meet Blue Tractor
ICI Mutual Funds and Investment Management Conference
Palm Desert, CA
March 22 - 25, 2020
Note: On March 5, 2020 the ICI postponed this conference to a later date TBD because of concerns over coronavirus.
The ETF Regulations Readiness Summit
New York, NY
April 28, 2020
Hear Simon Goulet, Co-Founder of Blue Tractor, speak on the 11:00 am panel session: Active Non-Transparent ETFs Case Study: How Will You Stay Competitive with the Next Generation of ETFs?
Note: On March 10, 2020 the IEN postponed this conference to a later date TBD because of concerns over coronavirus.
Spring 2020 ETP Forum
New York, NY
May 15, 2020
Note: On March 16, 2020 ETP Forum & ETF Global re-scheduled the conference to November 19, 2020 because of concerns over coronavirus.
ICI Mutual Funds and Investment Management Conference
Palm Desert, CA
March 22 - 25, 2020
Note: On March 5, 2020 the ICI postponed this conference to a later date TBD because of concerns over coronavirus.
The ETF Regulations Readiness Summit
New York, NY
April 28, 2020
Hear Simon Goulet, Co-Founder of Blue Tractor, speak on the 11:00 am panel session: Active Non-Transparent ETFs Case Study: How Will You Stay Competitive with the Next Generation of ETFs?
Note: On March 10, 2020 the IEN postponed this conference to a later date TBD because of concerns over coronavirus.
Spring 2020 ETP Forum
New York, NY
May 15, 2020
Note: On March 16, 2020 ETP Forum & ETF Global re-scheduled the conference to November 19, 2020 because of concerns over coronavirus.
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June 22, 2020: Blue Tractor is a finalist for the WealthManagement.com 2020 Industry Awards.
We are very pleased our ETF industry peers have nominated Blue Tractor in two categories, (1) Asset Managers - ETFs and (2) Disruptors - Industry. Thank you. |
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April 27, 2020 with Nasdaq Trade Talks Listen to Jill Malandrino, host of Nasdaq Trade Talks, interview Simon Goulet, Co-Founder of Blue Tractor and Carlos Pelaez, Nasdaq's ETF Product Manager, about the new Active ETF Wrapper space and Blue Tractor's Shielded Alpha℠ ETF structure. |
April 9, 2020 SS&C ALPS One-On-One Blog
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January 28, 2020 @ the Inside ETFs Conference
Watch Bob Pisani from CNBC interview Terry Norman, Founder of Blue Tractor. |
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January 28, 2020 @ the Inside ETFs Conference
Watch Simon Goulet, Co-Founder of Blue Tractor, highlight the features and outline the key differentiators of the Shielded Alpha℠ ETF wrapper versus competing wrapper structures. |
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November 26, 2019 ETFStore.com Podcast
Listen to Simon Goulet, Co-Founder of Blue Tractor, discuss with host Nathan Geraci on the ETFStore.com podcast Blue Tractor's Shielded Alpha℠ ETF wrapper and its many benefits for active portfolio managers.
Listen to Simon Goulet, Co-Founder of Blue Tractor, discuss with host Nathan Geraci on the ETFStore.com podcast Blue Tractor's Shielded Alpha℠ ETF wrapper and its many benefits for active portfolio managers.
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October 22, 2019 @ the New York Stock Exchange Watch Terry Norman, Founder of Blue Tractor, discuss the "New Normal" for active portfolio management within an ETF wrapper. |
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Read the Story |
April 20, 2020 |
The Nottingham Company files for exemptive relief with the SEC for Blue Tractor's Shielded Alpha℠ ETF wrapper. |
January 23, 2020 |
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January 6, 2020 |
Blue Tractor announces it has filed for exemptive relief to expand the Shielded Alpha℠ ETF wrapper investable universe to include fixed income securities, international equities that do not trade contemporaneously with U.S. markets and derivatives (including options) and the relief would also permit custom baskets to further improve operational efficiencies. Review the SEC filing here. |
December 11, 2019 |
Blue Tractor announces that it has garnered SEC Exemptive Relief for the Shielded Alpha℠ ETF wrapper. |
December 10, 2019 |
Blue Tractor announces it has retained the services of John Mulroy, former Managing Director, ETF Capital Markets at Guggenheim Investments. |
November 18, 2019 |
Blue Tractor announces that the United States Securities and Exchange Commission has issued a Notice of Intention to permit the Shielded Alpha℠ ETF wrapper. |
October 23, 2019 |
Blue Tractor files a final Eleventh Amended and Restated Exemptive Application with the United States Securities and Exchange Commission for the Shielded Alpha℠ ETF wrapper for actively managed exchange-traded funds. Review the filing here. See pages 9 - 11 for a summary overview of the ETF wrapper structure. |
June 14, 2019 |
Blue Tractor announces that the Beta Software Release for the Shielded Alpha℠ ETF wrapper is now available for review and testing by fund advisors, custodial banks and other ETF market participants. |