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Conference (Basis Northwest)
Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
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Long/Short
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Discussions
Tax-aware long/short working group intake
Did you fill out the TPS report?
Jan 30
•
Brent Sullivan
13
Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings
Advisers consider diversifying custody exposure
Jan 11
•
Brent Sullivan
11
1
Announcing: Tax-aware long/short working group
Also... do people read books anymore?
Jan 8
13
2
Jumbo portfolio manager adds tax-aware long/short private fund
See what I did there?
Dec 28, 2025
•
Brent Sullivan
8
2
Tax-aware long/short: new entrants and innovation
As the table stakes rise, so should the quality of play?
Dec 19, 2025
•
Brent Sullivan
11
Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
An adviser said it was "tech and process improvements"
Dec 14, 2025
•
Brent Sullivan
9
Tax-aware long/short AUM update "rampant growth"
Could tax-aware long/short supplant direct indexing as SMA darling?
Nov 14, 2025
•
Brent Sullivan
2
1
88% surveyed plan to use tax-aware long/short
More than half said they plan to use it for the long-run
Oct 29, 2025
•
Brent Sullivan
2
What is a trader fund?
Ordinary business losses
Oct 24, 2025
•
Brent Sullivan
5
3
How do you use tax-aware long/short, if at all?
Different hold patterns for different scenarios
Oct 22, 2025
•
Brent Sullivan
5
2
When is tax-aware long/short not the right choice?
Consider your options... 130/30 "loss realization potential is very limited"
Oct 10, 2025
•
Brent Sullivan
11
Everyone is catching the long/short bug
We're gonna need a bigger market map
Oct 8, 2025
•
Brent Sullivan
8
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