Tax Alpha Insider

Tax Alpha Insider

Adventure capital returns to direct indexing

The next surge of acquisitions will be of the long/short variety

Brent Sullivan's avatar
Brent Sullivan
Jun 27, 2025
∙ Paid
1
Share

What I’m reading…

AQR: A Brief Guide to Pricing and Taxation of Variable Prepaid Forwards

Ropes & Gray: Overview of ETF Share Class Operational Issues

Parametric: Potential Pitfalls of Loss Harvesting During High Volatility

Bloomberg/Scott Welch (2001): Having Your Cake, and Hedging it, Too (A discussion of Variable Prepaid Forward Contracts)

Having Your Cake, and Hedging it, Too
183KB ∙ PDF file
Download
Bloomberg Wealth (2001). Here’s a copy of the PDF in case it disappears from the Internet. ❤️💸❤️💸❤️💸
Download

📢 Call For Cli…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Brent Sullivan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture