How to Launch Your Own ETF
May 16, 2025 10:45 AM 11:30 AM Southtown 3
Cale Smith, CIO of Bastion Fiduciary, will outline the major steps, key decisions and lessons learned when this fee-only RIA decided to convert an in-house model portfolio into an actively managed Exchange Traded Fund available to anyone. Cale will discuss the strategic factors behind their decision to launch their first ETF, the financial impacts on the company, and management’s expectations on the firm’s margins and growth.