Basis Northwest 2026: Day 1 Notes
Flying money emoji plushie
Thank you to our sponsors, speakers, and everyone attending the conference from near and far.
A quick recap of Basis Northwest 2026: Day 1
Some readings…
Arnott x3…
3.
AllianceBernstein: The Next Generation of Fixed-Income Tax-Loss Harvesting
AQR: The Tax Benefits of Pre-Tax Alpha
Random notes…
Tax-aware long/short a recurring theme
Box spread borrowing mentioned in 5 different talks
Bonds are back (tax and execution prowess)
Variable prepaid forwards paired with other solutions
Tax-aware real estate (and Qualified Opportunity Funds)
351 exchange to ETF prevalent and popular
Private placement life insurance use cases
Tax personalization a dominant theme
Requests for more estate/income planning overlap
Ehren Stanhope: Canvas
Rob Arnott: Research Affiliates
Jeff Chang and Jon DiGiovanni: First Trust/Vest
Andrew Berman, Nick Bruce: Arqitel
Jason Marcus: Scharf Investments (351 panel with Meb Faber)
Daniel Bunn: Tax Foundation
3 possible risks to unsustainable tax policy: populism, protectionism, and partisanship.
Joseph Liberman: AQR
Erkko Etula: Brooklyn/Nuveen
Gavin Romm: AllianceBernstein
Basis Northwest 2026 is half over.
Just remember…
TGIF.