Natixis Custom Solutions: Tools for high-net-worth client challenges – Natixis Investment Managers – 5.11.26

Summary:

NOW ON DEMAND
CE Available

Your high-net-worth (HNW) clients have unique challenges that require unique solutions – from tax-efficient strategies to single stock risk management. Direct indexing SMAs can help advisors manage taxable portfolios more efficiently. Concentrated stock positions are often the result of success, including equity compensation, long held holdings, or strong market performance. But when single stocks come to dominate portfolios, advisors face a familiar challenge: Managing risk, taxes, and diversification without disrupting what clients value most.

You’ll learn:

• Tax-efficient management techniques
• The key risks associated with concentrated stock positions
• How single stock risk management strategies may help manage downside risk
• Using direct indexing to support diversification and tax efficiency
• Where tax aware long/short strategies may fit

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Patrick J. Fitzsimons is a Managing Director for Natixis Investment Managers. In this role, he leads and manages the firm’s Northeast US Wealth Management Division, which serves wirehouse, private wealth, registered investment advisors, and independent advisors. He joined the firm in 2003 and has more than two decades of experience in the financial services industry.

Patrick received his BA from Babson College and an MBA from Boston College. He holds the CIMA^® designation from the University of Pennsylvania's Wharton School and is FINRA Series 24, 7, 6 and 63 licensed.

Gregory V. Kanarian is an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. In this capacity, Greg collaborates closely with the Direct Indexing portfolio management team and client relationship managers, acting as an expert on all investment solutions that incorporate direct indexing. He is tasked with communicating the product’s strategy and benefits with clients and prospects to help drive business strategy and development. Greg also researches and writes about relevant investment, tax, and financial planning topics.

Prior to joining the Investment Strategies Group in 2024, Greg served as a portfolio consultant at Natixis for 12 years. He was also portfolio consultant with Deutsche Bank and a financial planning associate with Pillar Financial Advisors. He has over 21 years of investment industry experience.

Greg has a BS in finance from Babson College and a JD from Suffolk University Law School. He currently serves on the investment committees for Boston’s Armenian Heritage Park, St. Stephen’s Armenian Apostolic Church, and Camp Haiastan. He is a CFA^® charterholder and is FINRA Series 7 and 66 licensed.

Will Goldstone is responsible for providing portfolio construction, asset allocation, and investment manager research services to financial advisors using qualitative evaluations and quantitative tools.

Will joined Natixis in 2022. His ten-plus years of industry experience includes roles as an investment strategist at Newton Investment Management Group and at Mellon. He also served as a business development analyst at Boston Company Asset Management, and held financial services roles in the UK.

He holds a BA in international relations from the University of Leeds and is FINRA 3, 63, and 7 licensed.