Jeffrey Fulk
speaker
308 appearances
1 recordings
1 series
first heard Feb 2026
last heard 5 Feb
Jeffrey Fulk’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
And
it aligns really with where the opportunities are.
So some of these opportunities are in some of the most tax disadvantaged structures.
And so if you can put a good tax structure around it, it's really compelling.
And so the example that I like to use is historically on the equity side, people would use tax loss harvesting as a strategy.
And basically you would sell some of the losers that you have in the portfolio and offset gains in the winners and you would have a better tax outcome.
But people have been doing that for 10 or 15 years.
The market has only gone up and to the right.
And so now there's very few investments that have losses in the portfolio.
So anything you trade creates a gain.
And then when we go back and look at some of the strategies that we saw in the hedge fund business back in the 2000s, 130-30 strategies were really interesting back then.
And so if you can now add...
basically a fully exposed portfolio by being 130 long and 130 short, so your net's 100, you can still get that market exposure.
But the 30% of the portfolio that's short is generating losses as the market's going up.
And so that creates a really interesting opportunity for tax loss harvesting.
And it really helps clients when they're investing and looking for distributions and things of that nature, but don't want to have the tax consequences of selling just purely profit
profitable investments.
That's exactly correct.
And you can optimize the structure for whatever the particular client's needs are.
And so this idea of customization based on a client scenario is extremely valuable.
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