On Tuesday, September 26th, we hosted Lucas Turton for a presentation on asset allocation in taxable portfolios.
In this webinar, we discussed asset allocation and investment choices for taxable investors, including:
How to estimate future value of a portfolio by considering assets on an after-tax basis
Asset allocation and location for optimal tax efficiency
Best practices for tax-loss harvesting and navigating the wash-sale rule
If you have any questions or comments about this presentation, please feel free to reach out at email@example.com and we will do our best to answer in a timely manner.
ABOUT OUR SPEAKER
LUCAS TURTON, CFA is a Managing Partner and the Chief Investment Officer at Windham Capital Management, LLC. Lucas joined Windham in 2004 and is responsible for the development and management of Windham’s investment portfolios.He is a member of both Windham’s Management Committee and Investment Committee. Previously at Windham, he was a principal within the asset allocation and risk management technology and advisory group. He has been a guest lecturer at the MIT Sloan School of Management.
Lucas received a Bachelor of Science degree from Cornell University, a Master of Science Degree from Northeastern University, and a Master of Business Administration degree from the Massachusetts Institute of Technology. Lucas is a member of the CFA Institute and the Boston Security Analysts Society.