Alpha Architect in Scottsdale AZ Talking ESOP Strategy — Give us a Shout!

///Alpha Architect in Scottsdale AZ Talking ESOP Strategy — Give us a Shout!

Alpha Architect in Scottsdale AZ Talking ESOP Strategy — Give us a Shout!

By |2018-02-06T08:16:02+00:00February 6th, 2018|Business Updates|

Doug Pugliese, the Alpha Architect resident expert on all things ESOP, will be presenting, “Investing the 1042 Rollover,” at the NCEO conference Wed and Thurs.

I know…I know…esoteric tax-structuring and corporate organization/optimization discussions. Probably too exciting for most readers out there since none of you are nerds and you would never be caught in a situation like the one outlined below.

Photo by Saksham Gangwar on Unsplash

Regardless, if you are in the area and would like to stop by and/or chat with Doug, drop us a note. 

Doug is always happy to share how Alpha Architect’s customized passive equity index 1042 QRP strategy is a better mouse trap for selling ESOP shareholders.


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About the Author:

Wesley Gray, PhD
Wes Gray has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016).After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm that delivers affordable active exposures for tax-sensitive investors. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes currently resides in the suburbs of Philadelphia with his wife and three children.
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