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DIY Direct Indexing: The Next Wave in Personalized Investing with Frec Founder on Wed (12/5) @ 12pm
by Common Cents
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Registration is now closed (this event already took place).
Details
Date: Wed (Feb 5) @ 12 pm ET
Venue: JMHH G50
BYO Lunch
Mo, the visionary behind Twitvid and early advisor to Instacart, is set to deliver actionable insights on:
* Leveraging direct indexing for personalized portfolio management
* How Frec.com is democratizing institutional-grade investing strategies
* The data-driven approach to optimizing your investment thesis
What is Direct Indexing?: Direct indexing is another way to build a portfolio of stocks and seeks to provide investment results similar to a major market index. By owning individual stocks, rather than ETFs, investors can benefit from stock movements to capture tax savings.
Who is Frec founder Mo?: Mo Al Adham is a seasoned entrepreneur with extensive experience in building and growing companies. He founded and successfully scaled Twitvid, which led to an acquisition. Additionally, Mo served as the first advisor at Instacart and held product leadership roles at both Twitter and Microsoft. Now as the founder of Frec, he's applying his expertise to redefine the direct indexing space.