Join us for a breakfast roundtable, Stuck in Stocks? How a 351 Conversation Can Help with Meb Faber, CEO and CIO, Cambria Investment Management
April 29th 7:45am to 9:00am
Corporate College
4400 Richmond Road
Warrensville Heights
What You’ll Learn:
- 351 to ETF Contribution: Learn how you can contribute assets (such as stocks) to an ETF without recognizing taxable gains or losses.
- Macro Ideas: 1 Warning, 1 Investment Idea, 1 Head Scratcher.
Whether you’re looking to enhance portfolio diversification or explore tax-conscious strategies, this is one you won’t want to mis
This roundtable will have only one eastside location:
Eastside Breakfast at the Corporate College, Warrensville Heights
Breakfast will open at 7:45am and the presentation will start promptly at 8am.
Breakfast brought to you by Cambria Investment Management
Learn about Cambria Here
Meb Faber, Chief Investment Officer
Mr. Faber is the founder and CEO of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber hosts The Meb Faber Show podcast and has authored numerous leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!
Join CFA Cleveland today, yearly dues:
Local Member $150
Candidate Member $125
Student Member $50
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
Apply Here
