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Investment Exchange Forum: Tax-loss Harvesting

Investment Exchange Forum: Tax-loss Harvesting

FromCFA Society Chicago


Investment Exchange Forum: Tax-loss Harvesting

FromCFA Society Chicago

ratings:
Length:
29 minutes
Released:
Jul 2, 2020
Format:
Podcast episode

Description

CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don’t and what you need to know about them. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Brian on LinkedIn @ brian-langstraat For more episodes go to www.cfachicago.org/podcasts
Released:
Jul 2, 2020
Format:
Podcast episode

Titles in the series (100)

CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry.  Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more.  Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.