Tax Alpha Insider

Tax Alpha Insider

The exchange fund 7-year "lockup" is likely a myth

Investors often have liquidity... with some conditions

Brent Sullivan's avatar
Brent Sullivan
Nov 09, 2025
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🗽 I’ll be in NYC 11/10 AM - 11/12 (very early) AM: My schedule is still firming up, but message me if there’s something last-minute I should attend.

🎉 Basis Northwest is my taxable wealth conference. It’s in Seattle in 2026.

Basis Northwest

🔬 Call for papers… Nathan Sosner, a principal at AQR, is Special Section Editor for the Journal of Wealth Management’s Fall 2026 …

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