In the latest episode of The Albatross, BlackRock's Taotao Cai says you wouldn't get on a plane without having an idea of where you're going.
Get up to speed with tax-aware long/short.
For tax-aware long/short strategies, some see the leverage as cost-effective amplified exposure to the underlying manager, while others, imagining they'll unwind the margin and short positions, need to know what it looks like before they invest.
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Recent episodes...
- IRS on "solid ground" going after suspicious §351 transactions with Bob Elwood and Ray Holst
- Too much tax alpha, too little diligence with Steve Curley
- Abusive §351 is dead, long live routine §351
- Exchange Fund Replication using Options with BlackRock's Eric Metz
- Covered Calls Are Not For Hedging With Roy Haya
- The Cost of Holding a Concentrated Position with Antti Petajisto
- Opportunity Zones Won't Save a Bad Deal, But Can Accelerate a Good One
- Investing in Three Dimensions with Paul Bouchey
- A Good Problem (1 min trailer... what is The Albatross?)
Coming Tues 10/13: The tax-aware adviser community.
The community is for Tax Alpha Insider paid members who advise households: planners, advisers, CPAs, attorneys, family office professionals, etc.
Join us in Manhattan in early Dec...
TGIF.