Basis Northwest is an investment management conference focused on taxable wealth and taking place in Seattle, WA, in 2026.
“Have you ever thought about running a conference?”
From 2017 to 2020, I ran a software conference called Deconstruct.
My business partner and I rented McCaw Hall, Seattle’s 3,000-seat opera house, and hosted around 500 people a year for a few dozen talks on bleeding-edge software stuff.
Tom 7’s Improper Hierarchy, where he played a Super Mario World, a Super Nintendo game, on a classic Nintendo, was breathtaking and hilarious (vid below).
Fast forward a handful of years, and a friend asked if I’d ever considered running an investment management conference.
I hadn’t. “Ballrooms and blazers” was all that came to mind, honestly.
But scrolling through Kitces’ excellent list of adviser conferences, it struck me that there was no conference focused purely on taxable wealth, even though every reader of Tax Alpha Insider knows that tax management is often among the top reasons clients engage advisers.
Cerulli qualified this dynamic in recent research.
I’m pleased to say, I’m going to do something about this.
Basis Northwest
Basis Northwest is an investment management conference focused on taxable wealth and taking place in Seattle, WA, in 2026.
At some conferences, taxable wealth is perhaps a single-digit percentage of the overall program.
But by focusing 100% on taxable wealth, my goal is to bring together folks who already understand that tax planning is central to the value they provide, and want to go a level deeper.
Topics
ETF innovation and tax efficiency
Custom indexing and leveraged strategies
Concentrated asset solutions
Private assets and funds
Estate and gift planning
Delivery tenets
Attendees and sponsors prefer small-group settings, particularly when the subject-matter gets meatier (e.g. tax planning)
Every presentation will be worth watching (i.e. no celebrity fluff)
If this is interesting to you, this button will take you to the conference landing page, where you can sign up for updates on attending, speaking, or sponsoring Basis Northwest.
51 years old
At yesterday’s Mariners scrimmage, Ichiro played right field.
Purrrrrrfect snowglobe
New Daniel Day Lewis film
Which The Guardian calls a “painfully serious misfire,” but I will watch anyway.
Happy Thurs