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|0 Comments

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:

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, 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 that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

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