Building tax-smart portfolios: From asset allocation and private markets to long/short SMAs

Name: Building tax-smart portfolios: From asset allocation and private markets to long/short SMAs
Start: 2026-10-28T10:00
End: 2026-10-28T11:00
Location: Thomas M. Menino Convention & Exhibition Center

Schwab IMPACT 2026 · 28 October 2026 · 10:00–11:00 · Room 157, Level 1 East

Building tax-smart portfolios: From asset allocation and private markets to long/short SMAs was a session at Schwab IMPACT 2026 on 28 October 2026 in Boston, with 2 speakers on record.

Speakers

Erkko Etula — Speaker CEO & Co-Founder, Brooklyn Investment Group
Brian Griggs — Speaker Head of Portfolio Strategy Group, Nuveen