XOVR: Private Equity Exposure Within a Liquid U.S. Large-Cap Portfolio – ERShares – 2.4.26

Summary:

Join us for this webcast as we discuss:

• The Private-Public Crossover ETF (XOVR), which was launched as the first ETF engineered to incorporate selective private-company exposure within a fully transparent, daily-liquid U.S. equity portfolio, designed to meet advisor requirements for liquidity, oversight, and client suitability.
• How venture-capital investment disciplines can be translated into a quantitative, rules-based framework for public markets, including systematic evaluation of operating quality, innovation persistence, and capital reinvestment dynamics, drawing on research insights commonly associated with late-stage private innovators such as SpaceX.
• An inside look at XOVR’s portfolio construction and risk architecture, including policy-capped private exposure, daily NAV calculation, index methodology governance, and continuous disclosure standards.
• Practical implementation guidance for RIAs, covering portfolio role, risk controls, rebalancing considerations, and how innovation-oriented exposure can complement traditional large-cap and growth allocations in client portfolios.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Joel Shulman is the Founder and Chief Investment Officer of ERShares, where he created the Entrepreneur 30 Total Return Index (ER30TR Index), a long-running equity index with a multi-decade performance track record. Over the course of his career, Dr. Shulman has developed a systematic, research-driven framework for applying venture-capital investment disciplines to public markets. His work focuses on the quantitative evaluation of venture-caliber operating quality, entrepreneurial innovation persistence, and long-horizon capital compounding, translating private-market insights into rules-based, transparent, daily-liquid portfolios designed for long-term investors and advisor implementation. He previously worked at the World Bank and holds a PhD in Finance and a Master of Public Administration from Harvard University. Dr. Shulman is a CFA charterholder and the founder of The Shulman Review, through which he has trained more than 12,000 CFA candidates and investment professionals worldwide. He also teaches entrepreneurship and finance at Babson College.

Eva Ados is Chief Investment Strategist at ERShares, where she drives portfolio design, factor integration, and ongoing investment positioning across the firm’s ETF platform. She works closely on index construction, methodology refinement, exposure calibration, and risk framing, ensuring that venture-capital investment disciplines are translated into allocatable, rules-based portfolios. Eva is a frequent contributor on major business television networks, providing analysis on innovation, market structure, and portfolio construction. A Fulbright Scholar, she began her career at PwC and has worked across finance, technology, and venture-capital environments, bringing a global, cross-disciplinary perspective to integrating private-market innovation frameworks into transparent public-market investment vehicles.