The Meb Faber Show: “This ETF Rule Could be the Difference Between A Millionaire and a Billionaire”
The Meb Faber Show: “This ETF Rule Could be the Difference Between A Millionaire and a Billionaire”
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Today’s returning guest is Alpha Architect’s Wes Gray, and he’s joined by Bob Elwood, a business lawyer with a focus on investment funds. Wes and Bob just helped complete a separately managed account to ETF conversion of $770 million, so we had to get them on the show to walk through the process! They walk through the process of doing an SMA to ETF conversion via Section 351 from start to finish.
They share some of the more nuances involved in the process and answer some common questions they hear over time.
While the most popular ETF story so far this year is the Bitcoin ETF, this is arguably a bigger long-term story and a trend to watch in the next few years.
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20240224
