Hedging Risk and Reducing Tax Liability - Private Markets Playbook

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Accepted for 2 CFP / IWI / CFA CE Credits

April 17, 2026 • 12PM – 2PM ET

Market volatility, shifting policy dynamics, and changing tax considerations are prompting advisors to rethink how portfolios are constructed. At the same time, the growth of multi-strategy platforms and broader access to alternative strategies are creating new ways to manage risk and improve after-tax results.

 In this session you will learn:

How tax-aware strategies such as 1031 exchanges, Opportunity Zones and private placement life insurance are being used to manage tax exposure and improve after-tax returns.
Ways to position portfolios to account for some macro uncertainties like diverging central bank policy and potential AI-related excesses in technology holdings.
How market-neutral and long-short equity strategies are being used to reduce market beta and focus on security selection.
How private credit, niche lending, and credit secondaries are being used to target yield while managing downside risk.

Lessons/Sessions to be included:

• Hedging Risk and Reducing Tax Liability

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For technical support or questions on CE credits, email or call us at 704.540.2657.