Live Q&A: Tax-advantaged solutions, from the expert who builds them

As wealth gets more complex and diversified, so does the challenge of maximizing tax efficiencies. You know the challenges your client face and this is your chance to sharpen the strategies that address them.

Get the answers you need — and ask the questions you want — in a live Q&A with Erkko Etula, CEO and CIO of Brooklyn, the AI-powered managed accounts platform now part of Nuveen. Erkko leads Nuveen’s entire tax-advantaged lineup, from equity and multi-asset direct indexing to tax-advantaged long/short strategies, giving him a vantage point few others have on how to turn tax efficiency into measurable client value.

 No slides, no talking points, no charts and graphs.  Just your opportunity to ask questions:

• How is AI changing tax-loss harvesting and after-tax performance?
• When does tax-advantaged long/short actually make sense in a portfolio?
• What should you be telling clients right now about tax alpha?

Erkko spent over a decade at Goldman Sachs managing systematic strategies for wealth clients, started his career as an economist at the NY Fed, and brings deep research credentials to Nuveen’s tax-advantaged platform. Today, he’s here to answer your questions.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.