Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: How to Convert an SMA to an ETF with Wes Gray & Robert Elwood | #522
Description: 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 po...