Levering Up to Do Good: Direct Long–Short Investing and Charitable Giving.
- Published in:
- Journal of Beta Investment Strategies, 2024, v. 15, n. 3, p. 34, doi. 10.3905/jbis.2024.1.068
- By:
- Publication type:
- Article
Works by Sosner, Nathan
Results: 11
1
2
Beyond Direct Indexing: Dynamic Direct Long-Short Investing.
- Published in:
- Journal of Beta Investment Strategies, 2023, v. 14, n. 3, p. 10, doi. 10.3905/jbis.2023.1.045
- By:
- Publication type:
- Article
3
The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula.
- Published in:
- Journal of Beta Investment Strategies, 2022, v. 13, n. 2, p. 28, doi. 10.3905/jbis.2022.1.001
- By:
- Publication type:
- Article
4
Combining Variable Prepaid Forwards and Tax-Aware Strategies to Diversify Low-Basis Stock.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 117, doi. 10.3905/jwm.2024.1.263
- By:
- Publication type:
- Article
5
A Brief Guide to Pricing and Taxation of Variable Prepaid Forwards.
- Published in:
- Journal of Wealth Management, 2025, v. 27, n. 4, p. 99, doi. 10.3905/jwm.2024.1.264
- By:
- Publication type:
- Article
6
Loss Harvesting or Gain Deferral? A Surprising Source of Tax Benefits of Tax-Aware Long-Short Strategies.
- Published in:
- Journal of Wealth Management, 2024, v. 27, n. 1, p. 8, doi. 10.3905/jwm.2024.1.233
- By:
- Publication type:
- Article
7
When Fortune Doesn't Favor the Bold: Perils of Volatility for Wealth Growth and Preservation.
- Published in:
- Journal of Wealth Management, 2022, v. 25, n. 3, p. 10, doi. 10.3905/jwm.2022.1.189
- By:
- Publication type:
- Article
8
Taxes, Charity, and Hedge Funds: Tax Implications of Charitable Contributions of Leveraged Partnership Interests.
- Published in:
- Journal of Wealth Management, 2022, v. 25, n. 1, p. 30, doi. 10.3905/jwm.2022.1.165
- By:
- Publication type:
- Article
9
The Tax Benefits of Separating Alpha from Beta.
- Published in:
- Financial Analysts Journal, 2020, v. 76, n. 1, p. 38, doi. 10.1080/0015198X.2019.1675421
- By:
- Publication type:
- Article
10
Taxes, Shorting, and Active Management.
- Published in:
- Financial Analysts Journal, 2018, v. 74, n. 1, p. 88, doi. 10.2469/faj.v74.n1.1
- By:
- Publication type:
- Article
11
Trading Patterns and Excess Comovement of Stock Returns.
- Published in:
- Financial Analysts Journal, 2007, v. 63, n. 5, p. 69, doi. 10.2469/faj.v63.n5.4841
- By:
- Publication type:
- Article