Rainwater Equity ETF Mid-Year 2025 Webinar | Recurring Revenue Investing

Discover why recurring revenue businesses are some of the most powerful long-term compounding opportunities in the stock market. In this inaugural Rainwater Equity ETF (NYSE: RW) webinar, Portfolio Manager Joseph Shaposhnik explains the rationale for launching RW, outlines the fund’s focus on predictable cash-flow businesses, and answers advisor questions on valuation, AI, global expansion, and ETF structure. This replay is designed for financial advisors, institutional investors, and long-term investors seeking durable growth strategies backed by recurring revenue. Key Topics & Timestamps 00:00:00 Welcome & Agenda 00:00:33 Disclosures & Important Information 00:01:15 Speaker Introduction: Joseph Shaposhnik 00:01:28 Why Launch an ETF? Rationale & Context 00:03:43 Investment Focus: Recurring Revenue Businesses 00:04:05 Why Recurring: Four Key Advantages 00:05:31 Market Context & Differentiation 00:07:55 Case Studies: Examples of Predictable Businesses 00:08:59 Core Investment Approach: 3 Key Principles 00:18:00 Global & Sector Perspectives 00:27:00 Transition to Q&A 00:29:40 Q&A Begins 00:30:10 Types of Recurring Revenue 00:34:20 Impact of AI & Technology 00:37:30 Valuation Discipline & Position Sizing 00:41:15 Global Expansion & Non-U.S. Holdings 00:45:05 Tax Efficiency & ETF Structure 00:48:20 Future Growth Opportunities 00:50:53 Closing Remarks & Contact Info Learn more about the Rainwater Equity ETF (NYSE: RW): www.rainwateretf.com Connect with our team: investors@rainwatereq.com Subscribe for more ETF insights and upcoming webinars #RainwaterEquityETF #etfinvesting #recurringrevenue #longterminvesting #compoundingreturns #investmentstrategies Disclosure Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so shares may be worth more or less when redeemed or sold. Current performance may be lower or higher than that quoted. Visit www.rainwateretf.com for the fund’s standardized performance and holdings details. Cash Flow refers to the net amount of cash and cash equivalents being transferred into and out of a business. The fund is distributed by Pine Distributors, LLC. Pine is not affiliated with Empowered Fund, LLC dba ETF Architect, which serves as the Adviser to the funds.