Monetize, Hedge, and Harvest: Pairing VPFs with Tax-Managed Long/Short – Morgan Stanley – 10.1.25

Overview:
Title: Monetize, Hedge, and Harvest: Pairing VPFs with Tax-Managed Long/Short
Date: Wednesday, October 1, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Traditional long-only equity strategies can help grow wealth but often miss key opportunities for tax efficiency—especially for holders of concentrated stock positions. In today’s market, investors need smarter tools to unlock liquidity, manage risk, and optimize after-tax outcomes.

Join Ben Davis, PhD, Global Head of Research at Parametric and Lou Mandia, Head of RIA Strategy & Distribution, IED at Morgan Stanley as they break down the power of pairing advanced Hedging and Monetization solutions with Tax-Managed Long/Short strategies.

What you’ll learn:

  • How Variable Prepaid Forwards and Long/Short SMAs help monetize and diversify concentrated holdings—without triggering immediate tax liabilities.
  • How Tax-Managed Long/Short strategies amplify tax loss harvesting and accelerate diversification.
  • Real-world case studies demonstrating the benefits and trade-offs of these advanced portfolio solutions.
  • Actionable tips for structuring portfolios for tax efficiency and long-term growth, backed by the latest research from Morgan Stanley and Parametric.

For Financial Professionals Only

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Lou Mandia Lou Mandia Head of RIA Strategy & Distribution, IED Morgan Stanley

Lou Mandia, Head of RIA Strategy & Distribution, delivers the Institutional Equity Division’s “Integrated Firm’’ initiative to RIAs and Family Office, helping clients curate bespoke portfolio solutions to achieve targeted outcomes. Prior to joining Morgan Stanley, Lou spent three years at UBS spearheading RIA and Broker Dealer distribution within the Global Equity Division, and almost six years at Goldman Sachs & Co, focused on structured investments and cross-asset distribution into the Third-Party channel.
Ben Davis, PHD Ben Davis, PHD Global Head of Research Parametric

Ben leads Parametric’s research and development activities and is an associate editor of the Journal of Beta Investment Strategies. Prior to joining Parametric, he held positions at AQR Capital Management and Citadel, focusing on portfolio construction and risk, and at MSCI Barra, focusing on factor model research. His research has been published in the Journal of Portfolio Management and the Journal of Risk.