Quick announcement: Tomorrow I’m hosting a CE-credit webinar with my pals at Burney on seeding ETFs in-kind.
Our last webinar on tax-aware long/short had over 300 advisers!

I have 4 copies of my Adviser’s Guide to Seeding an ETF In-Kind left…

Will seeding ETFs in-kind ever go mainstream?
Quick announcement: Tomorrow I’m hosting a CE-credit webinar with my pals at Burney on seeding ETFs in-kind.
Our last webinar on tax-aware long/short had over 300 advisers!


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Quoted in WSJ, Bloomberg, and Barron’s. Published in The Journal of Wealth Management.
Questions, corrections, speaking, consulting. I read everything.
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