Basis Northwest 2026 will be co-hosted by...
Wish you were here
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I met Shang Chou in the fall of 2023. Tax Alpha Insider was 1 month old, and he sent me a message out of the blue.
We actually overlapped at PIMCO 15 years ago, though we didn’t meet then.
Now he’s running Dishmi Capital out of Pasadena, CA (near my hometown), and it’s my pleasure to announce that he is co-hosting Basis Northwest, May 28-29, 2026, in Seattle, WA.
In 2023, I was mostly writing about direct indexing and a tiny bit about tax-aware long/short…
But I was gradually branching out into other asset classes, and Shang’s co-authored article on the potential tax efficiency of futures-based bond funds caught my eye.
Shang is one of many friends serving families through rigorous tax-aware analysis and planning, and I’m glad to have him involved with Basis Northwest.
See you in Seattle.
Happy Tues.