ETF model portfolios designed for real investor needs. Discover →
Matthew Bucklin
Matthew Bucklin is a finance professional and entrepreneur. He is the Founder of ExchangiFi, a capital markets platform that enables ETF issuers to raise seed capital through Section 351 tax-deferred exchanges.
Previously, Matt launched Valley Cove Capital, a search fund focused on small business acquisition and growth, co-founded Sense Relief, a digital therapeutics company, Credible, a speech coaching app, and founded The Quit Company, a smoking cessation products platform. He began his career in asset management with MDRxFinancial and W.P. Stewart.
Matt holds an MBA from the Yale School of Management and a BA in Economics and Mathematics from Colby College. He is based in West Palm Beach, and serves as President of the Yale Club of the Palm Beaches and mentors with the Yale Entrepreneurial Society and Colby Halloran Lab.
News by Matthew Bucklin
Form 4 Has 20 Transaction Codes. None Say "Section 351 ETF Swap"
An executive wants to trade company stock for ETF shares. The tax code says that is not a sale. The SEC has another interpretation.
The $5 Trillion ETF Opportunity Hiding in Plain Sight
The ETF industry's next great asset-gathering machine is not a product, it is a tax provision from 1954.
Leveraged Long/Short Tax Alpha Is a Hotel California
The hottest tax strategy on Wall Street may also be one of the hardest to escape.
The SpaceX Trade No One’s Talking About: ETFs and the 351 Loophole
SpaceX is the test case, but the real question is whether Section 351 works for other private market shares.
Can ETFs Make Capital Gains Disappear Forever?
How a “boring” T-bill ETF revived the dual-share class structure and the powerful tax strategies ETFs use to legally defer capital gains and boost efficiency.
From Bitcoin to ETF: Inside the Section 351 Strategy Financial Advisors Are Starting to Ask About
Crypto’s biggest tax problem may already have a legal workaround hiding inside the ETF rulebook.
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
ETF Trends
ETF Industry KPIs September 8, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs August 31, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs August 24, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
What’sTheFund
What's the Fund | Ocean Park Diversified Income ETF (DUKZ)
James St Aubin, Chief Investment Officer at Ocean Park Asset Management, discuss the DUKZ ETF, exposing investors to the whole spectrum of asset classes in the fixed income markets, through their rules-based process.
Browse all educational columns
Expert-Built ETF Portfolios, All in One Place
Don’t start from scratch. Discover ready-made ETF portfolios built by professionals to match different goals, timelines, and market views. Use them as inspiration or as a starting point for your own allocation.
