F/m CEO Alexander Morris is Speaking at Basis Northwest
Mutual funds not dead!
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I’m super excited to have Alex Morris of F/m Investments speaking at Basis Northwest.
F/m came onto my radar when I learned that they registered a mutual fund share class on one of their ETFs sometime in early 2025.
That got a bunch of double-takes.
Then they actually got it done.
The broad narrative was that mutual funds were dying. Full stop. But plenty of investors and advisers appreciate mutual funds for a variety of reasons.
The bigger trend that F/m and others are driving is the “wrapper agnostic” movement, where investors choose the investments first and the wrapper second.
That’s one of about a thousand things Alex could share at Basis Northwest 2026.
See you in Seattle.
Happy Tues.