Author: Vanessa Rivera
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Tax-Aware Portfolio Construction: An Introduction
Categories: White Paper -
Evaluating Long-Short Tax Aware Managers: Key Questions Investors Should Ask
Categories: White Paper -
How Shang Chou Went from Selling Software to Advisors to Running a Wealth Management Firm
Categories: InterviewShang Chou and company take pride in offering sophisticated investment solutions to their wealthy clients. But Chou’s new firm, Pasadena, Calif.-based Dishmi Capital, has also built what he calls tax-aware borrowing, long used by hedge funds and institutional investors. And there’s more to come, says the veteran of Pimco, Goldman Sachs, and JPMorgan Chase. “There’s