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Webinar Series: Beyond Traditional Tax-Loss Harvesting: The Next Generation of Tax-Aware Investing
September 17, 2026
12:00 PM - 1:00 PM
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Webinar details will be included in your registration confirmation
Special Thanks To our Sponsor
Join Michael Butkius, CFA, CEO of Gateway Investment Advisers, for an educational discussion on how long/short extension strategies are reshaping tax-aware portfolio management. Traditional tax-loss harvesting can become less effective as portfolios appreciate and opportunities to realize losses diminish. This session explores how extension structures, including 130/30 strategies, may create additional sources of tax-loss inventory and improve tax-management flexibility across market cycles.
Attendees will learn the mechanics of extension strategies, their role in portfolio construction, and the key risks and trade-offs investors should consider when evaluating these increasingly adopted approaches.
- Understand the limitations of traditional tax-loss harvesting in mature portfolios.
- Evaluate how long/short extension strategies create additional tax-management opportunities.
- Examine portfolio construction, risk, and implementation considerations.
- Assess real-world applications for tax-conscious investors seeking enhanced after-tax outcomes.
Michael Butkius, CFA, CEO, Gateway Investment Advisers | For nearly 50 years, Gateway has provided active derivative and quantitatively driven equity strategies for risk-conscious, tax-aware investors. As a wholly owned affiliate of Natixis Investment Managers, LLC, Gateway leverages its extensive experience in customized portfolios and option-based strategies to navigate complex market environments.
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$15.00 Guest Ticket | Advanced Registration Required
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Webinar details will be included in your registration confirmation
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Webinar details will be included in your registration confirmation
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