AQR Flex Lunch
Come learn from Sonu Varghese, Ph.D., Vice President, Global Macro Strategist with Carson Group, about this tax-saving tool for large capital gains transactions. AQR Flex is an investment solution designed to enhance net proceeds by dramatically reducing capital gains tax liability from business transactions or from a large asset sales. ***OFFERED IN-PERSON OR VIA ZOOM*** Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 250/150 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
Event Details
December 12, 2024
12:00 PM
4085 Hager Street SE Suite 200 Salem, OR 97317
Please confirm your reservation by clicking the RSVP button.
We look forward to seeing you at AQR Flex Lunch.
