March 18, 2026 | 1:00pm ET | 1 CE Credit
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
On Demand Events
From Lockups to Liquidity: Using 351 Conversions to enter ETFs
At the time of the launch of a new ETF, Section 351 of the IRS Code allows investors to exchange appreciated stocks or ETFs for ETF shares on a tax-deferred basis. Advisors can now use a tool previously limited to family offices & institutions. Come join Brent Sullivan from Tax Alpha Insider as he moderates a discussion on the tax-deferral power of Section 351 conversions. Brent has been a leading voice in this field, and you will want to hear his take on how advisors create tax value for clients.
Long Only Is Lazy: Advisor Use Cases for Tax-Aware Long-Short
Traditional long-only equity strategies may grow wealth, but they often leave material tax advantages on the table. In today’s environment, advisors need tools that help clients grow and optimize their tax exposure. Come join Brent Sullivan from Tax Alpha Insider as he moderates a discussion about Tax Aware Long short investing. Brent has been a leading voice in this field and you will want to hear his take on how advisors create tax value for clients.
Long-Short & 130-30 Resources
