Education Series | May 8, 2025 | In-Person Event
Tax Efficient Investing Opportunities
Please join us for an interactive discussion at the Schechter office with John Huss, Principal, at AQR Capital Management. The AQR team has developed novel investment solutions that combine their historical approach to managing portfolios with additional tax sensitivity that may result in potentially attractive tax benefits to high net worth investors. This discussion will cover some of the specific solutions, and how they may benefit investors in a pre-tax and post-tax basis.
Founded in 1998, AQR Capital Management is a global investment firm at the forefront of quantitative investing. With a rigorous, research-driven approach, AQR blends economic theory with data and technology to deliver innovative strategies across asset classes. The firm manages investments for a broad range of clients, including institutional investors, financial advisors, and sovereign wealth funds, and is headquartered in Greenwich, Connecticut with offices worldwide. Learn more at aqr.com.
Agenda
4:00pm – Presentation
4:45pm – Q&A
5:15pm – Networking
Location
Schechter office
111 E. Merrill Street, Suite 400, Birmingham, MI 48009
Speaker
John Huss
Principal at AQR Capital Management
John J. Huss is a Principal at AQR Capital Management, where he serves as Head of Integrated Research and Co-Head of the Macro Strategies Group. In this role, he leads research and portfolio management teams focused on AQR’s equity, macro, multi-strategy, and managed futures products. His research on risk forecasting and asset allocation has been published in The Review of Financial Studies and the Alternative Investment Analyst Review. Prior to rejoining AQR in 2013 (having previously worked there from 2004 to 2008), John was a Vice President in RBC's Global Arbitrage and Trading division and a systematic portfolio manager for Tudor Investment Corp. He earned an S.B. in mathematics from the Massachusetts Institute of Technology.
Moderator
Aaron Hodari, CFP®, CIMA®
Managing Director & Senior Advisor, Schechter Investment Advisors
As Senior Wealth Advisor and Managing Director for Schechter Investment Advisors, Aaron Hodari helps high-net-worth individuals and families manage their wealth. Aaron is adept at navigating complex financial markets and building customized portfolios aligned with a client’s long-term goals. He provides ultra-high-net-worth families with investment, tax, and estate guidance.
With years of experience in wealth management and alternative investments, Aaron brings a broad perspective on investment decision-making. Prior to joining Schechter, he worked at BlackRock Financial Management in New York, where he managed relationships with institutional investors—including pension funds, foundations, and family offices—specializing in custom fixed-income solutions, commodities, and hedge funds. His background also includes roles in real estate investment analysis and operational leadership in the technology sector, giving him a well-rounded approach to financial advising.
Aaron is dedicated to delivering tailored financial strategies that integrate traditional and alternative investments, helping clients optimize their wealth and achieve their financial objectives.
Register for In-Person Event
We look forward to seeing you on May 8, 2025!