Long Only is Lazy: Creating Tax Alpha in Up Markets

Tax-aware long-short has become the fastest-growing category in separate account management, with over $100 billion in net new assets in the last 15 months. If you're running long-only equity strategies for your high-net-worth clients, the question isn't whether to explore this space. It's how far behind you already are. Join Brent Sullivan from Tax Alpha Insider as he moderates a conversation about what's driving this wave of advisor adoption and what it means for your practice. Brent has been a leading independent voice covering tax-aware investing, and he'll bring his frontline perspective on how advisors are creating real tax value for clients.

What you'll learn:

• Why tax-aware long-short is attracting record inflows and what's fueling its adoption
• How these strategies unlock ongoing tax alpha that long-only and traditional direct indexing can't sustain
• Real-world advisor use cases: offsetting taxable liabilities from liquidity events, increased tax flexibility drives more diversification, and executive compensation
• Lessons from the frontline: what early adopters are learning as the space grows
• How Burney's 130/30 implementation strives to deliver both return alpha and tax alpha