Kristi Hanson | Source | Partner, Director of Taxable Research at NEPC
Kristi Hanson
Kristi joined NEPC in 2017 as a Partner and member of the Research Group as Director of Taxable Research in 2017. Kristi has twenty-eight years of investment research and advisory experience in the Private Wealth marketplace. Kristi has extensive experience in alternative investments, investment research, portfolio management and serving as a client advisor. She has partnered with family offices and ultra-high net worth individuals in selecting appropriate investments customized to meet their unique needs. Kristi also serves on NEPC’s Discretionary Committee, Alternative Assets Committee and the Due Diligence Committee.
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"Investors may consider funding donor-advised funds in 2021 and beyond with low-cost-basis stock if basis step-up is eliminated." - Donor-advised funds: A popular tax-advantaged way to give to charity, BankRate
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"The first step in approaching hedge fund investments is to be very clear with your reasons for investing. Is it for risk reduction, return enhancement, access to unique markets? This foundational decision will guide the approach to investing." - How to Invest in Hedge Funds, US News & World Report, Paulina Likos & Ellen Chang
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"Moves to low-tax states, including Texas, Florida and Washington, have also become more popular." - In 2020 the ultra-rich got richer. Now they're bracing for the backlash, Reuters, Brenna Hughes Neghaiwi, Simon Jessop
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What Is A Donor-Advised Fund? | Bankrate
Here’s how a donor-advised fund works and why it may be an attractive option for the wealthy.
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Private investments, liquidity valued as different priorities
University endowments with higher allocations to private investments saw more success during a volatile 2020 fiscal year.
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How to Invest in Hedge Funds
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NEPC (https://www.nepc.com)
Partner, Director of Taxable Research
started Jan 2017