You’re invited to join us for an upcoming webinar presentation with special guests from AQR Capital Management! AQR Capital Management has a new offering of interest, Flexible SMAs, designed for professional advisors working with owners on determining the best suited exit strategy.
Join us on Wednesday, February 7 at 12:00 – 1:00pm EST where you will learn:
What is a Flexible SMA?
A long short equity strategy in an SMA that combines AQR’s fundamentally oriented investment process with our tax aware management capabilities.
What is it designed to do?
Target meaningful potential excess returns while deferring gains and realizing valuable tax losses
What makes it flexible?
Investors choose the benchmark, level of active management, and source of funding with the flexibility to change these choices as their needs change.
How Flex can contribute to pre-liquidity planning
How AQR is accomplishing this using a variety of case scenarios from sell side M&A, concentrated stock, ESOPs, reigniting “frozen” direct indexing strategies and more!
Register today using the form below and learn how this solution could be valuable tool in your advisor toolkit, and how AQR’s philosophy and purpose might align with the work you do with owners!
Speaker Information
John Huss, Principal & Portfolio Manager, AQR Capital Management
Email: john.huss@aqr.com
John Huss is a Principal at AQR Capital Management, where he is a portfolio manager for the firm’s equity and multi-asset class strategies. In this role, he oversees AQR’s Global Stock Selection research team and is involved with macro and multi-strategy research. His research on risk forecasting and asset allocation has been published in The Review of Financial Studies and the Alternative Investment Analyst Review. Previously, he was a Vice President in RBC’s Global Arbitrage and Trading division and a systematic portfolio manager for Tudor Investment Corp. John earned an S.B. in mathematics from the Massachusetts Institute of Technology.