Frec Diversify - An Alternative To An Exchange Fund

​In this session, Mo will walk through Frec's Diversify product which is designed for investors with a concentrated, highly-appreciated single-stock position. Mo will explain how the product works, how long the diversification takes, and how it compares to alternatives like selling and paying taxes upfront or using exchange funds. He will highlight why this strategy is especially valuable for investors with large, highly appreciated positions who want to diversify without unnecessary tax drag or long lockups.