July 2, 2020
Brian Langstraat, CFA & Rich Excell, CFA
Category: Portfolio Management
Tags: Options & Derivatives, Investor Education, Investment Exchange Forum
CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don’t and what you need to know about them.
Recorded: 06/02/2020 Find Rich on LinkedIn @richexcellcfa Find Rich on Twitter @ExcellRichard Find Brian on LinkedIn @brian-langstraat
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