Tax-Managed Alternative Investments

The Tax-Managed Alternative Investments session explores integrating Exchange Funds and Long/Short Private Funds into client portfolios to help maximize after-tax outcomes while aligning with clients’ investment objectives.

Learning Objectives:

• Explore the structure, mechanics, and tax benefits of Exchange Funds and how they can be used to diversify concentrated equity positions
• Analyze Long/Short Private Fund strategies with a focus on tax management, including tax deferral, diversification, and tax-alpha creation through tax-loss harvesting
• Evaluate the different applications of these vehicles for different client profiles and portfolio objectives