Endowment Style Investing and 351 ETF Conversions – Cambria Investment Management – 2.24.25

Overview:
Title: Endowment Style Investing and 351 ETF Conversions
Date: Monday, February 24, 2025
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand CE

The webinar will cover endowment style investing, the Cambria Endowment Style ETF (ENDW) and 351 to ETF conversions.

What You’ll Learn:

  • Endowment-Style Investing: Discover how top endowments invest and the strategies they use to manage risk and maximize long-term returns.
  • ENDW Investment Strategy: Explore how ENDW aims to deliver globally diversified exposure with an institutional-style approach to asset allocation.
  • 351 to ETF Contribution: Learn how you can contribute assets (such as stocks) to an ETF without recognizing taxable gains or losses.

Whether you’re looking to enhance portfolio diversification or explore tax-conscious strategies, this is one you won’t want to miss!

Accepted for 1 CFP® / IWI / CFA CE Credit

Speaker:
Meb Faber Meb Faber Chief Investment Officer Cambria Investment Management

Meb Faber is the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and many 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.
To determine if the Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money.

The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.

Investing involves risk, including potential loss of capital.

ENDW: The fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund’s gains or losses. The use of leverage by the fund managers may accelerate the velocity of potential losses. The Fund can have exposure to factors (e.g., value, momentum, and trend investing. Momentum and trend styles of investing is subject to the risk that these securities may be more volatile than a broad cross section of securities or that the returns on securities that have previously exhibited price or trend momentum are less than returns on other styles of investing or the overall stock market. Investments in smaller companies typically exhibit higher volatility. Diversification may not protect against market loss. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. The risk of investing in securities of ETFs, ETPs and investment companies typically reflect the risk of the types of instruments in which the underlying ETF, ETP or investment company invests. In addition, with such investments the Fund bears its proportionate share of fees and expenses of the underlying entity. As a result, the Fund’s operating expenses may be higher, and performance may be lower.

All Cambria ETFs are actively managed.