“We also need to start building technology to offer this not just in ETFs and mutual funds, but also in managed accounts… use technology to start bringing these customizations.”

“Tax simplifies because if you're using a fund of fund, it's all managed through that one fund… your tax next year is going to be more complicated with multiple ETFs.”

“Agentic trading accounts allowing retail customers to direct AI to build and manage a portfolio on their behalf with funds ring fenced from their main account.”

“The only reason Alex is able to benefit from that strategy is that he has basically preferential pricing for a fund. So if those managers truly are skilled… Alex is able to benefit because he's got a lower fee than everybody else in the bucket.”

“Managed futures funds make money when there are big price moves away from consensus… you have to be willing to buy something and then hold it when it doubles… strategy should do well in a crisis”