TAX AWARE PORTFOLIO CONSTRUCTION
Hi, I’m Shang — an entrepreneur, investor, and advisor working at the intersection of asset management, wealth management, and financial technology. I research and write about tax alpha, derivatives, and portfolio construction for investors who want the math, not the marketing.
B & C's Dad
Private Markets
Quantitative Finance
Derivatives
ETFs
Tax Alpha
Portfolio Construction
Asset Allocation
OFFICE HOURS: ALWAYS OPEN
New to this stuff? Start here. I publish essays and white papers on tax alpha, derivatives, and portfolio construction — all written to make institutional ideas accessible to individual investors.
LET'S CONNECT
Interested in working together? Or just have something to share? I’d love to hear from you! Send me a note — I promise I’ll read every email.