Manage the Tax Costs of Equity Investing – Natixis -10.3.19

Summary:

Now On Demand.

Many investors were unpleasantly surprised by the impact of capital gains on their 2018 taxes. Financial professionals who take an active approach to managing taxes in portfolios can provide a valuable service and may generate better results for their clients. Managed Portfolio Advisors^® has specialized in applying active tax management across separately managed accounts since 2005, using a variety of techniques.

Please join Curt Overway, President & Portfolio Manager, Managed Portfolio Advisors^®, and Maria Katsileros, Vice President & Investment Strategist, Natixis Investment Managers, to learn more about mitigating tax cost in investment portfolios.

Key Points of Discussion:

• How current tax legislation is affecting portfolios
• Tax loss harvesting and other strategies for managing capital gains
• Tax advantages of separately managed accounts

Speakers:

Curt Overway is President and Portfolio Manager with Managed Portfolio Advisors , a division of Natixis Advisors, L.P. Prior to joining Natixis, Mr. Overway was a vice president and principal at Jurika & Voyles, an investment management firm. Previously, he worked as a financial analyst in the Municipal and Corporate Financing group at USL Capital. Mr.Overway has more than 20 years of investment management experience. He served previously as an officer in the US Navy.

Mr. Overway holds a Bachelor of Science degree in industrial and operations engineering from the University of Michigan and an MBA from the Haas School of Business at the University of California, Berkeley. He also holds a Master of Science degree in development finance from the University of London. Mr. Overway is a CFA charterholder and is a member of the CFA Society of San Francisco.

Maria Katsileros is the Investment Strategist for a range of global equity, fixed income, global allocation, tax-managed, and multi-manager strategies, including the Natixis Sustainable Future Funds, an ESG target date series. She works with the investment teams at our affiliates Loomis, Sayles & Company, Active Index Advisors, and Harris Associates, as well as sub-advisor Wilshire Associates, to support client service and business development efforts in the US. She helps clients and prospects understand the investment process and positioning, capital market implications, and the role the strategies can play in portfolio construction.

Prior to joining the firm in 2000, Ms. Katsileros worked at Funds Distributor, and began her career in the investment industry in 1998 with State Street Research. She holds a BS in psychology and a BA in modern Greek language and literature from Boston University. Ms. Katsileros also holds the Chartered SRI Counselor designation, the Certified Investment Management Consultant designation along with Series 7 and 63 licenses with FINRA. She currently serves on the Editorial Advisory Board for Investments & Wealth Institute’s Monitor publication.