Cover Image for Partner Webinar: Cache Update - Detailed Exploration of New S&P 500 Fund Offering Broader Diversification, Greater Capacity, and Lower Fees
Cover Image for Partner Webinar: Cache Update - Detailed Exploration of New S&P 500 Fund Offering Broader Diversification, Greater Capacity, and Lower Fees
Avatar for Long Angle Events
Presented by
Long Angle Events

Partner Webinar: Cache Update - Detailed Exploration of New S&P 500 Fund Offering Broader Diversification, Greater Capacity, and Lower Fees

Zoom
Registration
Welcome! To join the event, please register below.
About Event

Cache's original exchange fund allowed members to diversify concentrated stock positions into a NASDAQ 100 basket without triggering capital gains tax recognition.  Cache's next-generation fund represents a significant further advancement, with benefits that include
(1) greater diversification, tracking the entire S&P 500 rather than only the tech-heavy NASDAQ
(2) less tracking error, through ETF-driven rebalancing
(3) greater capacity, dramatically reducing the new investment waiting period
(4) lower fees, as low as 0.40%/year initially and 0.25%/year after 7 years
(5) simpler exit option, with opportunity to redeem into an ETF rather than individual stocks

Join Cache CEO Srikanth Narayan and Alpha Architect CEO Dr. Wes Gray for an exclusive look at this new offering — engineered for executives with concentrated stock positions who need a smarter, more efficient way to diversify without triggering taxes.
About Cache: Cache is a modern brokerage for your large stock positions. Their flagship product, Cache Exchange Fund, has modernized an age-old product and scaled to $400M+ in assets a year after launch.
About Alpha Architect: A well-known innovator in the ETF space, AA also operates a platform for launching new ETFs. Over the last decade, they've scaled to $18B in assets across their funds.

Avatar for Long Angle Events
Presented by
Long Angle Events