Practical Advice: Outsource Leverage and Tax Efficiency

Join Jeff Malec and Jason Buck as they dive deep into the inaugural Return Stacked Symposium held at the CBOE in Chicago. They break down key presentations from institutional leaders like Jonathan Glidden and Roxton McNeal, exploring how portable alpha and return stacking are revolutionizing portfolio construction. Hear their candid insights on leverage, uncorrelated strategies, and why this approach might be the future of investing. From pension fund strategies to practical advice for RIAs, this episode offers a comprehensive review of the cutting-edge investment conference that's challenging traditional portfolio management.. SEND IT!

Chapters:

00:00-00:47=Intro

00:48-07:13= Setting the Stage: Return Stacking Symposium Overview 

07:14-14:21=Shane McCarthy's State of Portable Alpha: Panel 1

14:22-27:28=Jonathan Glidden: Transforming Delta Pension with Return Stacking: Panel 2

27:29-42:05=Patrick Kazley's Convex Overlays: Volatility, Trend, and Portable Alpha for the Taxable Masses: Panels 3 &4

42:06-50:10= A Gaggle of Advisors - RIAs in practice & side conversations: Panel 5

50:11-01:05:49= Behind the Curtain: Pension Fund Strategies and Institutional Investment Challenges and Roxton McNeal's Deep Dive: Orthogonal Return Streams and Portfolio Complexity: Panel 6

01:05:50-01:15:22= Wrap up: Advisor Panel Insights: Return Stacking in Practice

From the Episode:

Secret Club that Runs the World

Return Stacked Podcast episode: Saving Delta’s Pension with Portable Alpha - Jon Glidden

One River - Convexity Rebalancing Act whitepaper

The Derivative podcast episode with Homer Smith - 

Dunn Capital MGMT Whitepaper - High-VOL Trend Following

AQR - Cliff Asness = Cliff’s Perspectives

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