Register for Tax Forward Investing Center:
Leveraging Long/Short: The Long and Short of It
Tuesday, June 9, 2026 · 11:00am ET
Lessons/Sessions to be included:
• Leveraging Long/Short: The Long and Short of It
CREDITS
1
CFP / CFA / IWI
CE Credit
Leveraging Long/Short: The Long and Short of It reviews how long/short strategies work, the tax advantages they can unlock, the various ways they can be delivered, and how to evaluate their applications and suitability across different client needs.
Learning Objectives:
- Understanding the mechanisms behind long/short implementation and the tax benefits.
- Reviewing different ways to deliver long/short to investors.
- Understanding the various applications ranging from cash funding to de-risking concentrated exposure.
- Assessing client suitability and risk.
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If you are having any issues during registration, please send an email to ce@riadatabase.com