Portfolio Manager and Head of ETP Quantitative Strategy
On-Demand Session 3:
How ETF Portfolio Managers Make Capital Gains (Temporarily) Disappear
Scott Weiner, PhD author of The Complete Guide to ETF Portfolio Management (forthcoming, McGraw Hill), explains how successful ETF portfolio managers structure transactions to create tax deferrals for investors. It's not magic, it's math.
Scott M. Weiner is a portfolio manager and head of exchange-traded products (ETP) quantitative strategy at Janus Henderson Investors. Prior to joining VelocityShares, which Janus acquired in 2014, Weiner was managing director and US head of equity derivatives and quantitative strategy at Deutsche Bank, where he was twice voted to the All-America Research Team in Equity Derivatives Research by Institutional Investor. Institutional Investor also ranked him as one of the top 10 equity research analysts on Wall Street for client responsiveness and investment ideas. His research has been published in Mathematical Finance as well as the Journal of Business and Economic Statistics. He is the author of The Complete Guide to ETF Portfolio Management: The Essential Toolkit for Practitioners (forthcoming, McGraw Hill). Weiner earned a bachelor’s degree in finance from the The Wharton School of the University of Pennsylvania, and master’s and doctoral degrees in economics from the University of Oxford, and completed the Advanced Management Program at Harvard University.