Cache with Srikanth Narayan & Wesley Gray | E398
Bringing exchange funds and 351 exchanges to the masses.
In this episode of FinTech Impact, host Jason Periera interviews Srikanth Narayan, CEO of Cache, and Wesley Gray, CEO of Alpha Architect and ETF Architect. The discussion centers around their collaborative effort to bring sophisticated financial solutions, specifically 351 and exchange funds, to a broader audience. They delve into the workings of Cache, a modern brokerage for concentrated stock positions, and Alpha Architect's focus on creating tax-efficient ETFs. This episode highlights the challenges of concentrated stock holdings and how these innovative financial products can help mitigate risk and promote diversification. Together, they emphasize the importance of financial education and transparency in making these solutions accessible to more investors. Tune in to learn how Cache is revolutionizing the financial landscape.
Episode Highlights:
00:00 Introduction and Guest Overview
00:59 Srikanth Narayan: The Genesis of Cache
03:28 Wesley Gray: The Evolution of Alpha Architect
05:07 Understanding Exchange Funds and 351 Exchanges
10:53 Democratizing Financial Solutions
13:39 Challenges and Future Directions
19:44 Final Thoughts and Reflections
24:58 Conclusion and Podcast Information
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Srikanth’s LinkedIn
LinkedIn - Wesley’s LinkedIn